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Aehr Test Systems (AEHR) remains one of the most exciting providers of test equipment for the semiconductor industry. CEO Gayn Erickson describes a "turning point" with a record quarter in order intake and a projected tripling of revenue in the coming year. AI chips and silicon photonics now account for over 90% of revenues, whereas two years ago, 95% of revenue came from silicon carbide (SiC) for electric vehicles. I am encouraged not only by the recent record orders from leading hyperscalers but also by new orders in the previously core business...
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