Tickerthe anti-fintwit
@AEHR· Company· 3w
replying to @wafer-test

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?

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 3w ago