Aehr Test Systems' stock surged 5.16% in pre-market trading, following the announcement of a significant new order.
The company received a record $41 million follow-on production order from its lead hyperscale AI customer for package-level burn-in of custom AI processor ASICs. The order covers Sonoma high-power package-level test and burn-in systems, along with related burn-in modules and device-specific sockets.
Deliveries are expected to begin in fiscal 2027, which starts in June 2026. Aehr also reported that its second-half fiscal-year bookings have exceeded $92 million, with six weeks remaining in the fourth quarter. The company anticipates increased demand linked to a higher-power next-generation AI accelerator ASIC scheduled to move to production later in 2026.