Your order is up, Aehr Test Systems (NASDAQ: AEHR) stock surges on record $41M AI order

Aehr Test Systems (NASDAQ: AEHR) shares rose 14% Thursday following the company’s announcement of a record $41 million production order from its lead hyperscale AI customer for package-level burn-in of custom AI processor ASICs.

The order, the largest in Aehr’s history, includes Sonoma high-power package-level test and burn-in systems, along with burn-in modules and device-specific sockets. Deliveries are expected to begin in the company’s fiscal 2027, which starts on June 27, 2026.

The order brings Aehr’s second-half bookings to more than $92 million with six weeks remaining in the fourth quarter, exceeding the company’s recently increased expectations of $60 million to $80 million for the period. The systems will support high-volume production burn-in of ASICs used in data center training and inference AI workloads.

Gayn Erickson, President and Chief Executive Officer, said the order validates the Sonoma platform for high-volume production burn-in of very-high-power AI processor ASICs. The customer is also developing a higher-power AI accelerator ASIC expected to move to production