Aehr Test Systems: largest customer On Semiconductor speaks of market recovery
largest customer speaks of market recovery and may place orders
Revenue diversification is making further progress
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Aehr Test Systems (AEHR) highlighted in December as a speculative turnaround candidate for 2025. Now, the largest customer, On Semiconductor (ON), reports that the automotive market is likely to have reached its bottom in the second quarter and that despite uncertainties, a broader recovery could occur in the second half of 2025 for 2026. Aehr Test Systems is already reducing its dependence on silicon carbide chips from 90% to 40%, but there may be new large orders in this segment. By 2027, a market worth $1 billion will be served with semiconductor...
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