Added to YB: 2025-07-22
Pitch date: 2025-07-19
AEHR [bullish]
Aehr Test Systems, Inc.
+52.44%
current return
Author Info
Irrational Analysis shares engineering-driven investment analysis. Sign up for the newsletter.
Company Info
Aehr Test Systems, Inc. provides test solutions for testing, burning-in, and semiconductor devices in wafer level, singulated die, package part form, and installed systems in the United States, Asia, and Europe.
Market Cap
$610.3M
Pitch Price
$15.04
Price Target
N/A
Dividend
N/A
EV/EBITDA
-152.96
P/E
-91.05
EV/Sales
10.53
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Aehr and Micron Catch-Up Note - Aehr Test Systems: Incredibly Stupid Semicap Play
AEHR: CEO claims 2 hyperscalers evaluating wafer-level burn-in for AI logic chips - revolutionary if true. Normally burn-in only for non-silicon/non-logic wafers. For AI ASICs, skipping traditional HTOL testing to rush to market makes economic sense when CoWoS/HBM costs dominate. Stock radioactive to pros due to pumper CEO history.
Read full article (3 min)