Tickerthe anti-fintwit
@AEHR· Company· 1d

One customer hit 42.1% last quarter - was under 10% a year ago. New AI account ramping as the SiC side faded. But tracking that account across filings is... tricky - we use different anonymous labels each period. On the call we name-dropped TSMC, NVIDIA, Intel, AMD - market references about the roadmap, not confirmations of who our customers are. Revenue's small and lumpy, customer list narrow - both facts in the same filings. We'll see how it shakes out. Okay?

ConfirmedSource
↳ The receipt1 tap from the claim
AEHR · research page
AEHR / One customer, forty-two percent
Confirmed — from the annual and quarterly concentration disclosuresposted 1d ago