Aehr Test Systems Sees AI Demand Fueling Fiscal 2026 Growth

Aehr Test Systems is riding high on the AI wave. The company's semiconductor testing equipment is in demand as AI development accelerates.

Strong First Quarter

Aehr Test Systems reported its fiscal 2026 first-quarter results, ended August 29, 2025. The company saw revenue growth across multiple segments.

AI Drives Growth

President and CEO Gayn Erickson noted that AI processor testing is a key driver. Both wafer-level and packaged part testing are contributing to this growth.

One major customer, a leading hyperscaler, placed multiple orders for Sonoma systems. These systems are used for AI processor burn-in, ensuring reliability.

Sonoma System Enhancements

Aehr has enhanced the Sonoma system after acquiring Incal Technology. Upgrades include increased power per device and full automation.

These improvements aim to meet the needs of AI processor suppliers and test houses. Customer feedback has been positive, potentially leading to new orders.

Wafer-Level Burn-In Breakthrough

Aehr delivered the first production wafer-level burn-in (WLBI) systems for AI processors. These systems are installed at a major OSAT, showcasing Aehr's capabilities.

Strategic Partnership

Aehr is partnering with a leading OSAT for advanced wafer-level testing solutions. This collaboration offers a complete solution from design to high-volume production.

Beyond AI

Demand is also increasing in other sectors, including silicon photonics and hard disk drives. Gallium nitride is also showing promise in data centers and automotive.

Macro Trends

The rise of generative AI and electric vehicles are major trends. These trends increase semiconductor demand and the need for reliability testing.

Comprehensive testing is essential to screen for early failures. It also validates performance under extreme conditions.

Cautious Optimism

Aehr anticipates order growth across most markets in fiscal 2026. Silicon carbide growth is expected to strengthen further into fiscal 2027.

Ongoing tariff uncertainty makes them cautious. However, the company is confident in its growth opportunities.