Aehr Test Systems NASDAQ:AEHR, a provider of semiconductor test and burn-in solutions, rose 13.04% intraday after the company announced a follow-on production order from its lead silicon photonics customer for a fully automated FOX-XP wafer-level burn-in system. The system tests up to nine 300mm wafers in parallel and supports high-volume production burn-in of silicon photonics devices used in AI optical interconnect and hyperscale data center applications. Financial terms were not disclosed.
The customer, which took delivery of its first fully automated FOX-XP system in fiscal 2026, has now completed installation and demonstrated fully hands-free production operation integrated with automated wafer handling equipment. The follow-on order signals the customer is ramping into high-volume manufacturing of silicon photonics products. CEO Gayn Erickson said the order represents an encouraging start to fiscal 2027 and reflects continued customer confidence in the FOX-XP platform as AI infrastructure shifts toward optical interconnects.
Hyperscalers are increasingly moving toward optical interconnects as copper approaches its bandwidth limits, and silicon photonics burn-in is a niche where Aehr has few direct competitors at wafer scale.