AI Chip Testing Firms Land $60-80M Orders as ASIC Demand Outpaces GPU Supply
Aehr Test Systems projects $60-80M in bookings for AI chip burn-in equipment despite Q2 revenue falling 27% to $9.9M. The company secured orders for high-power Sonoma systems testing chips at 2,000 watts per device, with its lead customer forecasting volume shipments starting May 2026. Semiconductor packaging rival Amkor is expanding Arizona capacity while memory makers push HBM3e bandwidth to address AI's computational bottleneck.
ViaNews Editorial Team (Finance)•