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SasoEquity
@saso_capital
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加入 September 2025
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$AEHR update A lot happened here in the last 24 hours. First, there was earnings-date confusion. Some calendars had AEHR reporting on Oct. 1, while others moved it to Oct. 7. The company's IR page still hadn't posted an official Q1 FY2027 earnings announcement, which created a lot of noise around the date. Then yesterday, $TER added burn-in capabilities to Titan HP, its system-level test platform for high-power AI devices. Naturally, the market interpreted this as a competitive threat to AEHR. The overlap is real but narrow. Titan HP goes after package-level burn-in, which means stressing finished, packaged chips to weed out early failures before they ship. That's Sonoma's lane. It does not touch AEHR's wafer-level burn-in (FOX-XP), which screens bad dies before they go into expensive advanced packaging like CoWoS. And then today, $AEHR announced ~$6M of follow-on Sonoma production orders from its lead hyperscale customer for a second-generation AI processor. The interesting part: this isn't a new evaluation or qualification. It's follow-on production capacity, with the customer expecting the second processor to eventually reach production volumes above the first processor already in high-volume production. Deliveries are scheduled over the next six months.
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