Overview
- The unnamed hyperscaler placed additional orders for six Sonoma packaged part burn-in systems, with shipments scheduled from Aehr’s Fremont, California, facility over the next two quarters.
- Aehr said the customer is one of the world’s largest cloud providers developing its own AI processors and that the companies are already working together on future processor generations.
- Separately, Aehr received a purchase order from a leading AI processor supplier for a wafer-level burn-in evaluation estimated to run three to six months at its California test facility.
- The paid evaluation includes a custom WaferPak wafer contactor, development of a production wafer-level burn-in test program, and demonstrations of advanced thermal and wafer temperature management.
- Shares of Aehr jumped roughly 33% intraday Monday with reports of gains up to 42%, and rose about 6.6% Tuesday, as investors priced in stronger demand tied to custom AI chips.