Major Hyperscaler Expands AI Processor Production Capacity with Additional Aehr Test Package-Level Test and Burn-in Systems
Aehr Test Systems (NASDAQ:AEHR) has received follow-on orders for six Sonoma ultra-high-power packaged part burn-in systems from a major hyperscaler customer for AI processor testing. The systems will be delivered over the next two quarters from Aehr's Fremont facility.
The customer, a leading hyperscaler providing computing and storage services globally, plans to use these systems for high-volume production test and burn-in of advanced AI processors. The order follows shortly after last month's purchase, indicating strong demand. The customer has signaled intentions to expand capacity and add more AI devices over the next year.
Aehr's Sonoma systems offer unique advantages including superior footprint optimization, highest Overall Equipment Effectiveness (OEE), and precision power delivery. The company is positioned to capture share in the AI chip market, projected to grow from $60 billion in 2023 to $600 billion by 2032.
Aehr Test Systems (NASDAQ:AEHR) ha ricevuto ordini aggiuntivi per sei sistemi Sonoma ultra-high-power per il burn-in di componenti confezionati da parte di un importante cliente hyperscaler per il testing di processori AI. I sistemi saranno consegnati nei prossimi due trimestri dallo stabilimento Aehr di Fremont.
Il cliente, un hyperscaler di primo piano che offre servizi di calcolo e storage a livello globale, intende impiegare questi sistemi per test di produzione ad alto volume e burn-in di processori AI avanzati. L'ordine segue quello dello scorso mese, segnalando una domanda significativa. Il cliente ha inoltre manifestato l'intenzione di aumentare la capacità e integrare più dispositivi AI nel corso del prossimo anno.
I sistemi Sonoma di Aehr offrono vantaggi distintivi, tra cui un'ottimizzazione superiore del footprint, la massima Overall Equipment Effectiveness (OEE) e una fornitura di potenza di precisione. L'azienda è ben posizionata per acquisire quote nel mercato dei chip AI, che si prevede passerà da 60 miliardi di dollari nel 2023 a 600 miliardi entro il 2032.
Aehr Test Systems (NASDAQ:AEHR) ha recibido pedidos adicionales de seis sistemas Sonoma ultra-high-power para burn-in de piezas empaquetadas por parte de un importante cliente hyperscaler para pruebas de procesadores de IA. Los sistemas se entregarán en los próximos dos trimestres desde la planta de Aehr en Fremont.
El cliente, un hyperscaler líder que ofrece servicios de computación y almacenamiento a nivel mundial, planea usar estos sistemas para pruebas de producción de alto volumen y burn-in de procesadores de IA avanzados. El pedido llega poco después de la compra del mes pasado, lo que indica una demanda robusta. El cliente ha señalado su intención de ampliar la capacidad e incorporar más dispositivos de IA durante el próximo año.
Los sistemas Sonoma de Aehr ofrecen ventajas únicas, incluyendo una mejor optimización del espacio, la máxima Overall Equipment Effectiveness (OEE) y una entrega de potencia de precisión. La empresa está bien posicionada para ganar participación en el mercado de chips de IA, que se proyecta crecer de 60.000 millones de dólares en 2023 a 600.000 millones para 2032.
Aehr Test Systems (NASDAQ:AEHR)가 AI 프로세서 테스트를 위해 주요 하이퍼스케일러 고객으로부터 포장형 부품 번인용 Sonoma 초고전력 시스템 6대의 추가 주문을 받았습니다. 해당 시스템은 Aehr의 프레몬트 시설에서 향후 두 분기에 걸쳐 인도될 예정입니다.
이 고객은 전 세계적으로 컴퓨팅 및 스토리지 서비스를 제공하는 선도적 하이퍼스케일러로, 이 시스템들을 고부하 생산 테스트 및 고급 AI 프로세서의 번인에 사용할 계획입니다. 이번 주문은 지난달 구매에 이어 발생한 것으로 수요가 강하다는 신호로 해석됩니다. 고객은 향후 1년 동안 용량을 확대하고 더 많은 AI 장치를 추가할 계획이라고 밝혔습니다.
Aehr의 Sonoma 시스템은 탁월한 공간 효율성, 최고 수준의 Overall Equipment Effectiveness(OEE), 정밀한 전원 공급 등 고유한 장점을 제공합니다. 회사는 AI 칩 시장이 2023년 600억 달러에서 2032년 6,000억 달러로 성장할 것으로 전망되는 상황에서 점유율을 확대할 유리한 위치에 있습니다.
Aehr Test Systems (NASDAQ:AEHR) a reçu des commandes supplémentaires pour six systèmes Sonoma ultra-high-power destinés au burn-in de pièces conditionnées de la part d'un important client hyperscaler pour les tests de processeurs IA. Les systèmes seront livrés au cours des deux prochains trimestres depuis l'usine Aehr de Fremont.
Le client, un hyperscaler de premier plan fournissant des services de calcul et de stockage à l'échelle mondiale, prévoit d'utiliser ces systèmes pour des tests de production à grand volume et le burn-in de processeurs IA avancés. La commande intervient peu après un achat effectué le mois dernier, ce qui indique une demande soutenue. Le client a également indiqué son intention d'accroître sa capacité et d'ajouter davantage de dispositifs IA au cours de la prochaine année.
Les systèmes Sonoma d'Aehr offrent des avantages distinctifs, notamment une optimisation exceptionnelle de l'encombrement, la plus haute Overall Equipment Effectiveness (OEE) et une alimentation électrique de précision. L'entreprise est bien placée pour gagner des parts dans le marché des puces IA, qui devrait passer de 60 milliards de dollars en 2023 à 600 milliards en 2032.
Aehr Test Systems (NASDAQ:AEHR) hat von einem großen Hyperscaler-Kunden Folgeaufträge für sechs Sonoma Ultra-High-Power-Systeme für das Burn-In verpackter Bauteile zur Prüfung von KI-Prozessoren erhalten. Die Systeme werden in den nächsten zwei Quartalen aus Aehrs Werk in Fremont geliefert.
Der Kunde, ein führender Hyperscaler, der weltweit Rechen- und Speicherleistungen anbietet, plant, diese Systeme für hochvolumige Produktionstests und Burn-In von fortschrittlichen KI-Prozessoren einzusetzen. Der Auftrag folgt kurz auf einen Kauf im letzten Monat und deutet auf eine starke Nachfrage hin. Der Kunde hat angekündigt, die Kapazitäten zu erweitern und im nächsten Jahr weitere KI-Geräte hinzuzufügen.
Aehrs Sonoma-Systeme bieten besondere Vorteile, darunter eine überlegene Flächennutzung, die höchste Overall Equipment Effectiveness (OEE) und präzise Leistungsversorgung. Das Unternehmen ist gut positioniert, um Anteile am KI-Chip-Markt zu gewinnen, der laut Prognosen von 60 Milliarden US-Dollar im Jahr 2023 auf 600 Milliarden US-Dollar bis 2032 wachsen wird.
- Follow-on order for six additional Sonoma systems demonstrates strong customer confidence and market demand
- Customer indicated plans for capacity expansion and additional AI devices over the next year
- Strategic positioning in the AI chip market projected to grow from $60B to $600B by 2032
- Technology advantages include superior footprint optimization and highest Overall Equipment Effectiveness
- Revenue concentration risk with significant dependence on a single hyperscaler customer
- Delivery timeline spread across two quarters may impact near-term revenue recognition
Insights
Aehr secured follow-on orders from a major hyperscaler, strengthening its position in the booming AI chip testing market.
Aehr Test Systems has secured additional orders for six Sonoma burn-in systems from a leading hyperscaler customer, signaling accelerating demand in the AI semiconductor testing market. These systems will ship over the next two quarters, providing near-term revenue visibility. The quick follow-up order (coming just a month after a previous order) indicates the customer is ramping AI processor production faster than initially planned.
The customer's indication of plans to both expand capacity for its initial device and add testing for additional AI devices represents a significant growth pathway for Aehr. This hyperscaler relationship is strategically valuable as major cloud providers like Microsoft, Amazon, Google, and Meta increasingly develop custom AI ASICs to optimize performance, reduce power consumption, and decrease reliance on external chip suppliers.
Aehr's Sonoma systems offer compelling advantages for AI chip testing, including higher testing density (twice the watts per square foot of competitors), individual device loading/unloading versus batch processing (improving operational efficiency), and precision per-device power delivery and thermal management. These technical differentiators position Aehr competitively in the rapidly growing AI chip market, which is projected to grow from
The repeat order from a hyperscaler customer validates Aehr's technology in the high-stakes AI chip market where reliability is critical. The expansion of this relationship suggests Aehr is successfully penetrating the AI segment beyond its traditional silicon carbide power semiconductor business, diversifying its revenue streams and tapping into one of the semiconductor industry's fastest-growing segments.
FREMONT, CA / ACCESS Newswire / August 25, 2025 / Aehr Test Systems (NASDAQ:AEHR), a worldwide supplier of semiconductor test and burn-in equipment, today announced it has received additional follow-on orders for six Sonoma ultra-high-power packaged part burn-in systems from its lead production artificial intelligence (AI) processor customer for packaged part burn-in. This customer is a world-leading hyperscaler delivering computing power and storage to millions of users and organizations globally. These systems will be used for high-volume production test and burn-in of advanced AI processors, and will ship from Aehr's production facility in Fremont, California over the next two quarters.
Gayn Erickson, President and CEO of Aehr Test Systems, commented, "We are very pleased that this leading hyperscaler has increased its forecast and placed additional volume production orders for our Sonoma systems so soon after last month's order. These orders demonstrate both the value of our ultra-high-power system for volume production burn-in of AI processors and the growing relationships we are building with customers at the forefront of the AI market. This customer is one of the premier large-scale data center providers developing its own AI processors, and they have already indicated plans to expand capacity for this initial device and add additional AI devices over the next year. We are also engaged with them on future generations of processors to ensure we can support their long-term production needs.
"Hyperscalers like Microsoft (Azure), Amazon (AWS), Google, and Meta are increasingly developing and deploying their own Application-Specific Integrated Circuits (ASICs) for AI processing to address the unique demands of their massive-scale workloads and gain a competitive edge. These ASICs are designed to be highly optimized for the precise AI tasks that they perform, such as large language model (LLM) inference, image recognition, recommendation systems, and natural language processing (NLP).
"In addition to optimization for specific tasks, hyperscalers are using custom AI ASICs to achieve gains in power efficiency and security while decreasing their reliance on external hardware providers and accelerating their innovation in AI.
"Aehr enables customers to perform production burn-in screening, qualification, and reliability characterization for GPUs, AI processors, CPUs, and network processors directly in package form. Our Sonoma systems deliver what we believe to be the industry's lowest-cost solution, while allowing customers to seamlessly transition from early reliability characterization to full production burn-in and early-life failure screening. This approach helps reduce costs, improve quality, and accelerate time to market.
"The AI semiconductor market is growing at an extraordinary pace. Strategy and Stats Insider projects the AI chip market, valued at more than
Aehr Test's Sonoma test and burn-in systems offer significant technological and commercial advantages over other available solutions, and features advanced testing functionality at the "Device Under Test" (DUT) level for substantially lower cost and high performance using state-of-the-art technology, including:
A streamlined architecture with superior footprint optimization, delivering significantly more watts per square foot, often twice that of other systems in the market
Highest Overall Equipment Effectiveness (OEE), as loading, unloading and start of new burn-in run is per device, and avoids "batch" loading and unloading of the chamber
Most efficient movement of devices between JEDEC trays and burn-in socket while removing hundreds of thousands of dollars for extra burn-in boards that traditional burn-in systems require to manage device handling
Dedicated per DUT digital I/O pins for ultimate control and test flexibility versus traditional burn-in systems that share drivers across multiple devices
Precision power delivered directly from supplies next to the devices under test and burn-in conditions, versus bulk power supplies and back planes in traditional burn-in chamber that can cause voltage drops and much less accurate voltages critical to burn-in
Individual dynamic heating and cooling-per-device with independent liquid cooled thermal sockets and control-per-device
Best in class software for characterization and bring-up of devices for qualification and production
About Aehr Test Systems
Headquartered in Fremont, California, Aehr Test Systems is a leading provider of test solutions for testing, burning-in, and stabilizing semiconductor devices in wafer level, singulated die, and package part form, and has installed thousands of systems worldwide. Increasing quality, reliability, safety, and security needs of semiconductors used across multiple applications, including electric vehicles, electric vehicle charging infrastructure, solar and wind power, computing, advanced AI processors, data and telecommunications infrastructure, and solid-state memory and storage, are driving additional test requirements, incremental capacity needs, and new opportunities for Aehr Test products and solutions. Aehr has developed and introduced several innovative products including the FOX-PTM families of test and burn-in systems and FOX WaferPakTM Aligner, FOX WaferPak Contactor, FOX DiePak® Carrier and FOX DiePak Loader. The FOX-XP and FOX-NP systems are full wafer contact and singulated die/module test and burn-in systems that can test, burn-in, and stabilize a wide range of devices such as leading-edge silicon carbide-based and other power semiconductors, 2D and 3D sensors used in mobile phones, tablets, and other computing devices, memory semiconductors, processors, microcontrollers, systems-on-a-chip, and photonics and integrated optical devices. The FOX-CP system is a low-cost single-wafer compact test solution for logic, memory and photonic devices and the newest addition to the FOX-P product family. The FOX WaferPak Contactor contains a unique full wafer contactor capable of testing wafers up to 300mm that enables IC manufacturers to perform test, burn-in, and stabilization of full wafers on the FOX-P systems. The FOX DiePak Carrier allows testing, burning in, and stabilization of singulated bare die and modules up to 1024 devices in parallel per DiePak on the FOX-NP and FOX-XP systems up to nine DiePaks at a time. Acquired through its acquisition of Incal Technology, Inc., Aehr's new line of high-power packaged part reliability/burn-in test solutions for Artificial Intelligence (AI) semiconductor manufacturers, including its ultra-high-power Sonoma family of test solutions for AI accelerators, GPUs, and high-performance computing (HPC) processors, position Aehr within the rapidly growing AI market as a turn-key provider of reliability and testing that span from engineering to high volume production. For more information, please visit Aehr Test Systems' website at www.aehr.com.
Safe Harbor Statement
This press release contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements generally relate to future events or Aehr's future financial or operating performance. In some cases, you can identify forward-looking statements because they contain words such as "may," "will," "should," "expects," "plans," "anticipates," "going to," "could," "intends," "target," "projects," "contemplates," "believes," "estimates," "predicts," "potential," or "continue," or the negative of these words or other similar terms or expressions that concern Aehr's expectations, strategy, priorities, plans, or intentions. Forward-looking statements in this press release include, but are not limited to, future requirements and orders of Aehr's new and existing customers; Aehr's ability to receive orders and generate revenue in the future, as well as Aehr's beliefs regarding the factors impacting the foregoing, including the growth of the markets referred to herein; Aehr's ability to integrate Incal efficiently; and the timing and extent to which the acquisition is accretive. The forward-looking statements contained in this press release are also subject to other risks and uncertainties, including those more fully described in Aehr's recent Form 10-K, 10-Q and other reports filed from time to time with the Securities and Exchange Commission. Aehr disclaims any obligation to update information contained in any forward-looking statement to reflect events or circumstances occurring after the date of this press release.
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Contacts:
Aehr Test Systems
Vernon Rogers
EVP of Sales & Marketing
(510) 623-9400 x215
vrogers@aehr.com
PondelWilkinson, Inc.
Todd Kehrli or Jim Byers
Analyst/Investor Contact
tkehrli@pondel.com
jbyers@pondel.com
SOURCE: Aehr Test Systems
View the original press release on ACCESS Newswire
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