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Aehr Test Systems Climbs on New Silicon Photonics Order

Aehr Test Systems shares jumped 13% to $76.44 on Thursday after the company secured a follow-on production order for its FOX-XP wafer-level burn-in system. This latest contract marks another expansion for the semiconductor equipment provider as it continues a year-long rally that has seen its stock price quintuple.

Aehr Test Systems Climbs on New Silicon Photonics Order

The new order involves a fully automated FOX-XP system designed to support high-volume manufacturing of silicon photonics devices. These components are increasingly critical for AI optical interconnects and the infrastructure supporting hyperscale data centers. The configuration allows for the parallel testing of nine 300mm wafers, utilizing the FOX WaferPak AutoAligner for hands-free operation.

Management noted that the customer is currently developing advanced optical I/O architectures for high-performance computing and AI processors. Having taken delivery of its first automated system in fiscal 2026, the client is now scaling its production capacity to meet the demands of next-generation cloud data centers.

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