Aehr Test Systems Faces Revenue Dip but Sees Strong AI and HPC Demand
Aehr Test Systems (AEHR) reported a quarterly revenue decline to $9.9 million, attributed to slower customer ordering patterns. Despite the dip, the company's focus on AI and high-performance computing (HPC) has bolstered its booking outlook, with an expanded backlog and stronger customer commitments signaling future growth.
Losses widened to $3.2 million as Aehr invested heavily in AI, HPC, and advanced test platforms. The company's cash reserves grew to $31.0 million, providing liquidity to support long-cycle programs and product development. Diversification beyond silicon carbide is expected to drive momentum into fiscal 2027.
The semiconductor testing firm remains optimistic, citing improved visibility into future demand. While short-term financial pressures persist, Aehr's strategic investments in next-generation technologies position it for a rebound as AI and HPC markets accelerate.
