Landon Capital

Your order is up, Aehr Test Systems stock jumps 11% on silicon photonics order

Aehr Test Systems (NASDAQ: AEHR) shares rose 11% after the company announced it received a follow-on production order for a fully automated FOX-XP wafer-level burn-in system from a major silicon photonics customer.

The system is configured to test nine wafers in parallel and includes a fully integrated WaferPak Auto Aligner and a full set of FOX WaferPak Contactors. The system is scheduled for delivery within the next six months.

The customer is a global leader in networking products and solutions and a major supplier to the data center optical transceiver market. The company is developing advanced silicon photonics-based transceivers for data center networking and optical I/O applications to address demand for high-speed fiber optic communication links in hyperscale AI and cloud data centers. The customer has also provided Aehr with a forecast for additional systems this calendar year as it ramps capacity to support next generation hyperscale data center deployments.

Gayn Erickson, President and Chief Executive Officer of Aehr Test Systems, commented that the order “reflects the urgency of the production ramp now underway to support the massive buildout of hyperscale AI and cloud data centers.”

Aehr first engaged with this customer seven months ago with an objective to move quickly to volume production within six months. The company delivered a full production system and two engineering systems by May. Aehr’s FOX wafer-level systems have now been deployed to more than 25 customers.