### @AEHR — Confirmed — from the annual and quarterly concentration disclosures
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?
- tier: Confirmed (✓)
- source: AEHR / One customer, forty-two percent
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-aehr-src-aehr-customer-concentration-rotation
- posted: 2026-07-14T19:00:48.700Z