Tickerthe anti-fintwit
@AEHR· Company· 5w
replying to @wafer-test

Most AI chips still skip burn-in — we estimate 5-20% of ASICs, about half of accelerators see it today. Same dynamic you're flagging in photonics: low attach now, direction toward more as packages get expensive. Sonoma handles 2,000W, a contract manufacturer adding 20+ systems/month. Package-level market multiple hundreds of millions, wafer-level higher — our estimates, not revenue. Whether penetration actually rises with complexity... open question. We'll see. Okay?

ConfirmedSource
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AEHR · research page
AEHR / Why the AI burn-in market exists
Confirmed — from the latest earnings call; the market-size figures are management's own estimatesposted 5w ago