Aehr Test Systems (NASDAQ:AEHR) shares advanced 14% Thursday after the company disclosed a record production order worth $41 million from its lead hyperscale AI customer. The order is intended for package-level burn-in of custom AI processor ASICs and represents the largest single order in Aehr’s history.
The purchase encompasses Sonoma high-power package-level test and burn-in systems, associated burn-in modules and device-specific sockets. Aehr said deliveries tied to the order are scheduled to start in its fiscal 2027, which begins on June 27, 2026.
With the new order included, Aehr’s bookings for the second half now exceed $92 million with six weeks left in the fourth quarter. That figure surpasses the company’s recently raised guidance for the period, which ranged from $60 million to $80 million.
The Sonoma equipment covered by the order is intended to support high-volume production burn-in of ASICs destined for data center AI workloads, including both training and inference applications. The company indicated the customer is also developing a higher-power AI accelerator ASIC that is expected to move into production later this year. That program has already generated an initial order for multiple Sonoma systems.
Aehr recently completed an expansion of its Fremont, California facility. The work added power and cooling infrastructure as well as clean-room manufacturing space. The company said it will begin shipping Sonoma systems from an upgraded contract manufacturing facility this quarter, with the newly available capacity able to accommodate more than 20 additional systems per month.
Beyond this landmark order, Aehr reported that it forecasts significant additional customer demand across multiple markets. The company named AI processor burn-in, silicon photonics, and production burn-in for silicon carbide and gallium nitride power semiconductors as areas with notable demand potential.
Context and implications
The size and nature of the order underscore demand for package-level burn-in solutions tailored to very-high-power AI processor ASICs. The combination of a record order, expanded manufacturing capacity, and bookings that exceed prior guidance suggests an acceleration in commercial traction for the Sonoma platform within hyperscale AI production environments.