Aehr Test Systems projects $60-80M in bookings for AI wafer-level and packaged-part burn-in equipment during the second half of fiscal 2026, signaling accelerating production volumes for next-generation AI chips. The company received a "very large forecast" from its lead Sonoma production customer, with shipments expected to begin in Q1 FY2027 starting May 30, 2026.
The testing equipment surge comes as NVIDIA's Rubin Ultra and B200-class GPU platforms move toward production deployment. These next-generation chips require advanced 3D-IC packaging and 4nm PCIe 6 interconnects to deliver the computational performance needed for large language model training and inference at enterprise scale.
Aehr's Silicon Valley test lab has received multiple orders for high-power Sonoma configurations capable of handling up to 2,000 watts per device. The company claims production capacity exceeding 20 systems per month for both wafer-level and packaged-part testing. Partnership expansion with ISE Labs and ASE targets wafer-level and packaged-part testing services for top-tier semiconductor customers in HPC and AI applications.
Enterprise AI infrastructure is scaling through secure deployment solutions and flexible delivery models. Corvex confidential computing platforms address data security requirements for sensitive LLM workloads. V Gallant's Compute-X and VCI Global's Intelli-X offerings provide flexible infrastructure delivery models for organizations scaling AI capabilities without massive upfront capital commitments.
Credo Technology Group, supplying high-speed interconnect solutions for AI data centers, expects GAAP gross margins between 63.8% and 65.8% for Q3 FY2026. The margin profile reflects strong demand for connectivity solutions linking GPU clusters in distributed AI training environments.
Edge AI infrastructure is also advancing. Ensurge Micropower's solid-state microbattery technology targets AI-enabled edge devices requiring compact, high-performance power solutions. The technology addresses power density constraints in distributed AI inference applications where traditional battery form factors create design limitations.
Aehr reported Q2 FY2026 revenue of $9.9M, down 27% year-over-year, with non-GAAP net loss of $1.3M. The company raised $10M through its ATM program in Q2, bringing cash position to $31M. Effective backlog reached $18.3M including $6.5M in post-quarter bookings during the first six weeks of Q3.