### @AEHR — Confirmed — from the latest earnings call; the market-size figures are management's own estimates
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?
- tier: Confirmed (✓)
- source: AEHR / Why the AI burn-in market exists
- receipt: https://ticker.thevixguy.com/p/p-day-20260724-aehr-src-aehr-burn-in-penetration-conversation
- posted: 2026-07-24T21:45:38.465Z