异动解读 | Aehr Test Systems盘中大涨21.13%,因获4100万美元大额生产订单

异动解读
Apr 16

半导体测试公司Aehr Test Systems(AEHR)今日盘中股价大幅上涨21.13%,引起了市场广泛关注。

消息面上,该公司宣布其主要超大规模客户已向其订购了一份价值4100万美元的后续生产订单,用于定制AI处理器ASIC的封装级老化测试。该订单是Aehr历史上最大的订单,将支持用于数据中心训练和推理AI工作负载的ASIC的大规模生产老化测试,显著提振了投资者对公司未来营收增长潜力的信心。

公司总裁兼首席执行官Gayn Erickson表示,这份订单验证了其Sonoma平台在高功率AI处理器ASIC大规模生产老化测试方面的有效性,并反映了客户持续提升产能的需求。随着AI处理器市场的快速增长,公司预计未来对高功率生产老化解决方案的需求将相应增长,从而扩大其市场机遇。

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