Aehr Test Systems received $60M to $80M in AI chip testing orders for H2 fiscal 2026, with a lead customer forecasting production shipments starting May 30, 2026. The company secured multiple orders for Sonoma test configurations handling up to 2,000 watts per device, supporting next-generation 4-nanometer PCIe 6 chips and NVIDIA's Blackwell GPU platforms.
The orders reflect global competition in AI semiconductor manufacturing as firms race to deploy advanced architectures. Production capacity now exceeds 20 test systems monthly for both wafer-level and packaged-part testing. Aehr's Silicon Valley facility received $5.5M in new Sonoma orders in Q3 to date, surpassing Q2's entire total.
Specialized AI accelerators are proliferating beyond general-purpose GPUs across international markets. Google's Tensor Processing Units and reconfigurable dataflow architectures optimize tensor operations while reducing data movement overhead. Advanced packaging facilities worldwide are coming online to support high-bandwidth memory technologies required for AI workloads.
Applications span enterprise data centers in North America and Asia, autonomous vehicle systems requiring real-time inference, and edge computing devices globally. The infrastructure expansion addresses computational bottlenecks as model sizes continue scaling across regions.
Aehr reported Q2 FY2026 revenue of $9.9M, down 27% year-over-year, with gross margin at 29.8% due to lower volumes. The company maintains $31M cash after raising $10M by selling 384,000 shares. Delayed WaferPak shipments worth $2M for gallium nitride customers shifted to Q3 after high-voltage faults required protection circuit redesigns.
The company expanded partnerships with Taiwan's ASE and ISE Labs for testing services targeting semiconductor leaders in high-performance computing. Credo Technology projects gross margins between 63.8% and 65.8% for Q3 FY2026, reflecting strong economics in AI connectivity infrastructure as global demand accelerates.
Sources:
1 Nasdaq, "Aehr Test (AEHR) Q2 2026 Earnings Call Transcript" (January 16, 2026)
2 Yahoo Finance, "Credo Technology Group Holding Ltd Reports Second Quarter of Fiscal Year 2026 Financial Results" (December 01, 2025)
3 Yahoo Finance, "Einride to Appoint Former NVIDIA Executive Gary Hicok to Board of Directors" (February 10, 2026)
4 Globe Newswire, "Ensurge Micropower ASA – Commencement of subscription period in the Subsequent Offering" (December 05, 2025)
5 Globe Newswire, "Ensurge Micropower ASA – Contemplated private placement" (November 06, 2025)