Aehr Test (AEHR) Q2 2026 Earnings Call Transcript
View original at nasdaq.com“Revenue -- $9.9 million, representing a 27% decline year over year due to lower WaferPak shipments, partially offset by Sonoma system demand.”
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Single AI processor wafer-level testing requires 20-30 systems at $4M-$5M each
80% confidenceTesting and burning-in full wafers of GaN power semiconductors with up to 600 volts or more is not easy
80% confidenceLead Sonoma production customer provided very large forecast with shipments expected to start Q1 FY2027
80% confidenceAI test and burn-in spending is currently $8B to $15B
80% confidenceAehr is not profitable at current revenue levels
80% confidenceAehr is the leading provider for HTOL testing of AI processors in test houses worldwide
80% confidenceHigh Bandwidth Flash (HBF) development would take 1+ year after customer commitment
80% confidenceBookings forecast of $60M to $80M for second half FY2026 based on customer forecasts recently provided to Aehr
80% confidenceThe AI business opportunity for Aehr Test can be measured in hundreds of millions of dollars within a few years
80% confidenceAehr production capacity exceeds 20 systems per month at either package or wafer level, and can ship 20 per month of each if needed
80% confidenceAt least one customer is transitioning HTOL to production in late calendar 2026
80% confidenceWaferPak design turnaround time is 8 weeks with Design for Test (DFT) lower pin count modes
80% confidence
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