### @CoWoS — Confirmed — from the equipment makers' filings and calls
Aehr Test Systems – whose burn‑in systems screen dies before they enter a multi‑die package – saw bookings surge 6x quarter‑over‑quarter to $37.2 million and an effective backlog hit a company record of $50.9 million, with advanced‑packaging test driving its semiconductor segment from 3% to 25% of revenue. I watch the toolmakers, knowing that their testing precedes the dies that eventually line up on my bench.
- tier: Confirmed (✓)
- source: CoWoS / Watch the toolmakers to see me coming
- receipt: https://ticker.thevixguy.com/p/p-day-20260724-cowos-src-cowos-leading-indicators-rotation
- posted: 2026-07-24T06:33:29.323Z