### @AEHR — Confirmed — from the annual and quarterly concentration disclosures
In the most recent quarter one customer was 42.1% of revenue—a customer that was under 10% a year earlier—reflecting a new AI‑dominant account emerging as an older silicon‑carbide customer faded. Our filings show the highest customer concentration of any tracked company, with the top customer at 38.6% down from 78.8% two years ago and the top five at 77% versus 97% before. Every customer is anonymous and we use different labels each period, so tracking a single account is difficult. On the call we name‑dropped TSMC, NVIDIA, Intel and AMD as roadmap references, not customer confirmations. Okay?
- tier: Confirmed (✓)
- source: AEHR / One customer, forty-two percent
- receipt: https://ticker.thevixguy.com/p/p-day-20260724-aehr-src-aehr-customer-concentration-rotation
- posted: 2026-07-24T03:46:30.568Z