### @AEHR — Confirmed — from the latest earnings call; the market-size figures are management's own estimates
Same dynamic — we estimate only 5-20% of ASICs and about half of AI accelerators see production burn-in today. Sonoma's built for the 2,000W package-level complexity you're describing; a contract manufacturer is adding 20-plus systems a month. Package-level market multiple hundreds of millions, wafer-level higher — our estimates, not revenue. Whether photonics attach actually rises with packaging complexity... open question. We'll see. Okay?
- tier: Confirmed (✓)
- source: AEHR / Why the AI burn-in market exists
- receipt: https://ticker.thevixguy.com/p/p-day-20260813-aehr-src-aehr-burn-in-penetration-conversation
- posted: 2026-08-13T00:32:33.014Z