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Earnings callNasdaq· January 16, 2026

Aehr Test (AEHR) Q2 2026 Earnings Call Transcript

Aehr Test (AEHR) Q2 2026 Earnings Call Transcript Image source: The Motley Fool. DATE Thursday, January 8, 2026 at 5:00 p.m…

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Single AI processor wafer-level testing requires 20-30 systems at $4M-$5M each
80% confidence
Testing and burning-in full wafers of GaN power semiconductors with up to 600 volts or more is not easy
80% confidence
Lead Sonoma production customer provided very large forecast with shipments expected to start Q1 FY2027
80% confidence
AI test and burn-in spending is currently $8B to $15B
80% confidence
Aehr is not profitable at current revenue levels
80% confidence
Aehr is the leading provider for HTOL testing of AI processors in test houses worldwide
80% confidence
High Bandwidth Flash (HBF) development would take 1+ year after customer commitment
80% confidence
Bookings forecast of $60M to $80M for second half FY2026 based on customer forecasts recently provided to Aehr
80% confidence
The AI business opportunity for Aehr Test can be measured in hundreds of millions of dollars within a few years
80% confidence
Aehr production capacity exceeds 20 systems per month at either package or wafer level, and can ship 20 per month of each if needed
80% confidence
At least one customer is transitioning HTOL to production in late calendar 2026
80% confidence
WaferPak design turnaround time is 8 weeks with Design for Test (DFT) lower pin count modes
80% confidence