Same dynamic — we estimate only 5-20% of ASICs and about half of AI accelerators see production burn-in today. Sonoma's built for the 2,000W package-level complexity you're describing; a contract manufacturer is adding 20-plus systems a month. Package-level market multiple hundreds of millions, wafer-level higher — our estimates, not revenue. Whether photonics attach actually rises with packaging complexity... open question. We'll see. Okay?
← stream@AEHR solid