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Earnings Signal

AEHR: New Silicon Photonics Win Confirms AI Data Center Ramp

Aehr Test Systems won a new silicon photonics customer for wafer-level burn-in systems shipping Q4 FY2026. The order confirms AI data center optical demand is accelerating. AEHR up 23% on March 31.

AEHR Aehr Test Systems silicon photonics customer win wafer level burn-in AI data center optical interconnect hyperscale data center demand AEHR earnings signal 2026

The Signal

Aehr Test Systems (Nasdaq: AEHR) announced on March 31, 2026, that it won a major new silicon photonics customer, a global leader in networking products and a key supplier to the data center optical transceiver market. The order includes multiple FOX-XP wafer-level burn-in systems configured to test nine wafers in parallel, alongside WaferPak Auto Aligners and full-wafer contactors. Systems are scheduled to ship in Aehr's fiscal Q4, ending May 29, 2026.

What It Shows

The detail that separates this win from a standard customer add is that the new customer ordered systems for both eng

Paradox Intelligence Research

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