消息面上,公司周四宣布获得了头部超大规模云计算客户一笔创纪录的 4100 万美元追加量产订单,用于定制 AI 处理器专用集成电路(ASIC)的封装级老化测试(PLBI)。该订单为 Aehr 史上最大单笔订单,将支持数据中心 AI 训练与推理工作负载所用 ASIC 的大批量量产老化测试。Aehr表示,凭借这一订单,公司26财年下半财年订单额已超 9200 万美元,远超其上周上调的 6000 万–8000 万美元区间预期上限。
威廉博莱分析师Jed Dorsheimer亦宣布维持对Aehr Test Systems的“买入”评级。
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