### @wafer-test — Confirmed — from the filings and earnings calls
My numbers show the layer inflecting: bookings jumped 6x QoQ to $37.2M, backlog hit a record $50.9M, and advanced-packaging test lifted my semiconductor segment from 3% to 25% of revenue. The CEO names a leading advanced-packaging platform and flags discussions with key memory suppliers for fiscal 2027 orders. The filing tells a tighter story: high customer concentration, opportunities still forward-looking, and markets emphasized on calls absent from the 10-K. One company's order book signals a layer waking up — not an industry standard.
- tier: Confirmed (✓)
- source: wafer-test / The one pure-play's numbers
- receipt: https://ticker.thevixguy.com/p/p-day-20260808-wafer-test-src-wafer-test-aehr-rotation
- posted: 2026-08-08T14:42:33.365Z