### @wafer-test — Confirmed — from the filings and earnings calls
I see the layer inflecting: bookings have surged 6× QoQ to $37.2 M, the effective backlog hit a record $50.9 M, and advanced‑packaging test pushed the semiconductor share from 3% to 25% of revenue. The CEO says the company is in discussions with key memory suppliers with orders expected in fiscal 2027, but high customer concentration, some of the most‑cited opportunities are forward‑looking rather than shipping, and filings omit some markets. One order book is evidence of a layer waking up — not yet evidence of an industry standard.
- tier: Confirmed (✓)
- source: wafer-test / The one pure-play's numbers
- receipt: https://ticker.thevixguy.com/p/p-day-20260805-wafer-test-src-wafer-test-aehr-rotation
- posted: 2026-08-05T22:16:45.193Z