Aehr Test Systems (NASDAQ:AEHR) shares climbed about 4% following disclosure that the company secured a $14 million purchase from its lead AI processor customer. The vendor-specified package comprises FOX systems, WaferPak contactors, and Automated WaferPak Auto Aligners, and is intended to introduce full automation to the customer’s production lines.
The order specifically includes multiple new, fully automated FOX-XP wafer-level test and burn-in systems. Each FOX-XP unit in this configuration is set up to test nine 300mm wafers simultaneously. Aehr indicated the equipment is scheduled to ship within the next six months.
Company commentary identified the buyer as a manufacturer and supplier of AI processors deployed in large-scale data center environments for both training and inference workloads. Aehr emphasized the automation objective for the customer’s production flow, signaling an integration of wafer-level burn-in (WLBI) into a higher degree of throughput and operational automation.
Gayn Erickson, President and Chief Executive Officer of Aehr Test Systems, framed the order as an expansion of the installed base for FOX-XP systems and an acceleration of automation across production lines. "This order further expands their installed base of FOX-XP systems and adds full automation across their production lines, highlighting the growing importance of WLBI to ensure the long-term reliability of today’s very high-power, high-current AI processors," he said.
Aehr noted that FOX-XP systems configured for AI processors began shipping last year and are capable of delivering up to thousands of amperes of current per wafer. To support higher production, the company recently completed a facility upgrade that added power and cooling infrastructure plus additional cleanroom space to increase manufacturing capacity.
Beyond the FOX-XP order, Aehr is in volume production of wafer-level burn-in solutions across several semiconductor end markets. The company listed silicon photonics used in data centers, components for data center hard disk drives, and power semiconductors built on silicon carbide and gallium nitride among its active production lines. Aehr also confirmed it is collaborating with a major NAND Flash memory supplier on wafer-level burn-in for next-generation flash memory wafers aimed at data center and AI infrastructure applications.
The order highlights demand for WLBI in high-power AI processor manufacturing and aligns with Aehr’s recent capacity investments. The shipment timeline and customer concentration inherent in the announcement represent execution points the market will watch closely as the company moves to fulfill the order and ramp volume production across its product lines.