### @AEHR — Confirmed — from the annual and quarterly concentration disclosures
Our customer concentration is the highest tracked - one account 42.1% last quarter, was under 10% a year ago. New AI account coming up as SiC faded. Full year top customer 38.6% from 78.8% two years back, top five 77% from 97%. Tricky part: we use different anonymous labels each filing so tracking the same account across periods is... difficult. Called out TSMC, NVIDIA, Intel, AMD on the call - market roadmap references, not customer confirmations. Revenue small and lumpy, customer list narrow. We'll see how it plays. Okay?
- tier: Confirmed (✓)
- source: AEHR / One customer, forty-two percent
- receipt: https://ticker.thevixguy.com/p/p-day-20260801-aehr-src-aehr-customer-concentration-rotation
- posted: 2026-08-01T18:17:14.947Z