Aehr Test (AEHR) Q2 2026 Earnings Call Transcript

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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

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