AEHR Stock On Track To Hit All-Time Highs – A Record $41M AI Chip Burn-In Order Draws Cheer From Investors

• Aehr Test’s follow-on order is for burn-in testing of custom AI processor Application-Specific Integrated Circuits.
• The company said  its systems will support high-volume AI chip production for data centers and confirmed the order is its largest ever.
• With the latest order, Aehr has booked more than $92 million in the second half of the fiscal year 2026, surpassing its raised expectations.

Aehr Test Systems (AEHR) stock is on track for a record high on Thursday after the company secured its largest-ever order, reflecting rising demand for infrastructure to validate advanced AI chips at scale.

The company announced it received a $41 million follow-on production order from a major hyperscale customer for package-level burn-in of custom AI processor ASICs (Application-Specific Integrated Circuit).

Record Hyperscale Order Drives Production Expansion

Aehr Test said its systems will support high-volume production of chips for AI training and inference workloads in data centers, and that the order marked the largest in its history.

The order includes multiple Sonoma high-power burn-in systems, along with turnkey burn-in modules and device-specific sockets required to configure equipment for specialized AI processors. 

These components allow customers to tailor testing environments to increasingly complex semiconductor designs used in advanced computing applications.

Aehr Test Systems’ stock traded over 14% higher in Thursday’s premarket. On Stocktwits, retail sentiment around the stock moderated to ‘bearish’ from ‘extremely bearish’ territory the previous day. Message volume turned to ‘high’ from ‘extremely high’ level in 24 hours. 

AI Infrastructure Demand Fuels Chip Testing Growth

The company’s testing solutions are widely used across artificial intelligence and silicon photonics. Rising AI compute demand continues to push chip validation requirements higher, particularly for hyperscale data center operators building next-generation training clusters.

“With this order, Aehr has now booked over $92 million in orders in the second half of this fiscal year, already exceeding our recently increased expectations, which we provided last week, for bookings on the high side of $60 million to $80 million during this period.”

-Gayn Erickson, President and CEO, Aehr Test Systems

Erickson added that Aehr expects continued customer demand over the next few months across multiple markets, including AI chips, silicon photonics, and power semiconductors, with part of that demand likely converting into bookings before the end of the fiscal year.

AEHR stock has gained ovre 262% year-to-date. 

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