Aehr Secures Initial $4.7 Million in Follow-On Production Orders for FOX-CP Systems from Leading Advanced Storage Device Manufacturer
Aehr Test Systems (NASDAQ:AEHR) has secured $4.7 million in follow-on production orders from a major storage device supplier for FOX-CP systems and WaferPak Contactors. The equipment will be used for testing and burn-in of production devices in a new high-volume advanced storage application for the AI enterprise and data center market, with shipments scheduled within 3-4 months.
The customer, who initially engaged with Aehr in 2019, plans additional FOX-CP system purchases in fiscal 2025 Q4, potentially becoming a 10% revenue contributor. The order supports the customer's global rollout of a new enterprise and data center-focused product.
The company sees significant growth opportunities in the data storage market, particularly driven by AI applications. The hard disk market is projected to grow from $62.4 billion in 2024 to over $100 billion by 2032, according to Market Research Future.
Aehr Test Systems (NASDAQ:AEHR) ha ottenuto 4,7 milioni di dollari in ordini di produzione aggiuntivi da un importante fornitore di dispositivi di archiviazione per i sistemi FOX-CP e i contattori WaferPak. L'attrezzatura sarà utilizzata per il collaudo e il burn-in dei dispositivi di produzione in una nuova applicazione di archiviazione avanzata ad alto volume per il mercato dell'AI e dei data center, con spedizioni programmate entro 3-4 mesi.
Il cliente, che ha inizialmente collaborato con Aehr nel 2019, prevede ulteriori acquisti di sistemi FOX-CP nel quarto trimestre fiscale 2025, diventando potenzialmente un contributore del 10% ai ricavi. L'ordine supporta il lancio globale del cliente di un nuovo prodotto focalizzato sull'impresa e sui data center.
L'azienda vede significative opportunità di crescita nel mercato dello storage dei dati, particolarmente guidate dalle applicazioni AI. Si prevede che il mercato degli hard disk cresca da 62,4 miliardi di dollari nel 2024 a oltre 100 miliardi di dollari entro il 2032, secondo Market Research Future.
Aehr Test Systems (NASDAQ:AEHR) ha asegurado 4,7 millones de dólares en órdenes de producción adicionales de un importante proveedor de dispositivos de almacenamiento para los sistemas FOX-CP y los contactores WaferPak. El equipo se utilizará para pruebas y burn-in de dispositivos de producción en una nueva aplicación de almacenamiento avanzada de alto volumen para el mercado empresarial de IA y centros de datos, con envíos programados en un plazo de 3-4 meses.
El cliente, que inicialmente se comprometió con Aehr en 2019, planea realizar compras adicionales de sistemas FOX-CP en el cuarto trimestre fiscal de 2025, convirtiéndose potencialmente en un contribuyente del 10% a los ingresos. El pedido apoya el lanzamiento global del cliente de un nuevo producto enfocado en empresas y centros de datos.
La empresa ve oportunidades de crecimiento significativas en el mercado de almacenamiento de datos, impulsadas principalmente por aplicaciones de IA. Se proyecta que el mercado de discos duros crezca de 62,4 mil millones de dólares en 2024 a más de 100 mil millones de dólares para 2032, según Market Research Future.
Aehr Test Systems (NASDAQ:AEHR)는 FOX-CP 시스템 및 WaferPak 접촉기를 위한 주요 저장 장치 공급업체로부터 470만 달러의 후속 생산 주문을 확보했습니다. 이 장비는 AI 기업 및 데이터 센터 시장을 위한 새로운 고용량 고급 저장 애플리케이션에서 생산 장치의 테스트 및 번인에 사용될 예정이며, 배송은 3-4개월 이내에 이루어질 예정입니다.
2019년에 Aehr과 처음 협력한 고객은 2025 회계연도 4분기에 추가적인 FOX-CP 시스템 구매를 계획하고 있으며, 이는 잠재적으로 10%의 수익 기여자가 될 수 있습니다. 이 주문은 고객의 새로운 기업 및 데이터 센터 중심 제품의 글로벌 출시를 지원합니다.
회사는 데이터 저장 시장에서 AI 애플리케이션에 의해 주도되는 상당한 성장 기회를 보고 있습니다. 하드 디스크 시장은 2024년 624억 달러에서 2032년까지 1천억 달러 이상으로 성장할 것으로 예상됩니다, Market Research Future에 따르면.
Aehr Test Systems (NASDAQ:AEHR) a sécurisé 4,7 millions de dollars en commandes de production supplémentaires auprès d'un important fournisseur de dispositifs de stockage pour les systèmes FOX-CP et les contacteurs WaferPak. L'équipement sera utilisé pour les tests et le burn-in des dispositifs de production dans une nouvelle application de stockage avancée à fort volume pour le marché de l'IA et des centres de données, avec des expéditions prévues dans un délai de 3 à 4 mois.
Le client, qui a initialement collaboré avec Aehr en 2019, prévoit d'acheter des systèmes FOX-CP supplémentaires au quatrième trimestre de l'exercice 2025, devenant potentiellement un contributeur de 10 % aux revenus. La commande soutient le déploiement mondial d'un nouveau produit axé sur les entreprises et les centres de données.
L'entreprise voit d'importantes opportunités de croissance sur le marché du stockage de données, notamment grâce aux applications d'IA. Le marché des disques durs devrait passer de 62,4 milliards de dollars en 2024 à plus de 100 milliards de dollars d'ici 2032, selon Market Research Future.
Aehr Test Systems (NASDAQ:AEHR) hat 4,7 Millionen Dollar an Folgeproduktionsaufträgen von einem großen Anbieter von Speichergeräten für FOX-CP-Systeme und WaferPak-Kontaktoren gesichert. Die Geräte werden für Tests und Burn-In von Produktionsgeräten in einer neuen hochvolumigen, fortschrittlichen Speicheranwendung für den KI-Enterprise- und Rechenzentrumsmarkt verwendet, mit Lieferungen, die innerhalb von 3-4 Monaten geplant sind.
Der Kunde, der 2019 erstmals mit Aehr in Kontakt trat, plant zusätzliche Käufe von FOX-CP-Systemen im vierten Quartal des Geschäftsjahres 2025 und könnte potenziell einen Umsatzbeitrag von 10 % leisten. Der Auftrag unterstützt den globalen Rollout eines neuen Produkts des Kunden, das auf Unternehmen und Rechenzentren ausgerichtet ist.
Das Unternehmen sieht erhebliche Wachstumsmöglichkeiten im Markt für Datenspeicherung, insbesondere getrieben durch KI-Anwendungen. Der Markt für Festplatten wird laut Market Research Future von 62,4 Milliarden Dollar im Jahr 2024 auf über 100 Milliarden Dollar bis 2032 wachsen.
- Secured $4.7M in new production orders for FOX-CP systems
- Customer plans additional purchases in Q4 FY2025, potentially becoming 10% revenue contributor
- Near-term revenue recognition with shipments scheduled within 3-4 months
- Expansion into growing AI-driven data storage market
- None.
Insights
Aehr's $4.7 million in follow-on orders marks a significant milestone in the company's growth strategy. The orders represent more than just immediate revenue—they signal successful customer conversion from qualification to production phase, a critical validation of Aehr's technology. With the customer projected to become a
These orders address two key investor concerns: revenue diversification and market expansion. By penetrating the data storage segment of the AI supply chain, Aehr is reducing its customer concentration risk while positioning itself in a high-growth sector. The hard disk market's projected growth from
The 3-4 month delivery timeline indicates these orders will impact Aehr's current fiscal year, providing near-term revenue visibility. More importantly, the customer's stated intention to place additional orders in fiscal Q4 2025 suggests this relationship is entering a production ramp phase rather than representing one-off purchases.
Aehr's ability to secure follow-on orders from a customer first engaged in 2019 demonstrates both the company's long-term relationship management capabilities and the extended qualification cycles typical in mission-critical semiconductor applications. This long-term customer development approach typically results in more stable, predictable revenue streams once production begins.
The technical significance of these orders extends beyond the
Aehr's parallel testing capability, processing thousands of die simultaneously, creates a compelling economic proposition by reducing test costs while maintaining comprehensive coverage. This capability becomes increasingly valuable as storage devices scale to meet exploding AI data requirements, where both capacity and reliability are paramount.
The customer's progression from early qualification (pre-pandemic) to production deployment indicates successful integration of Aehr's technology into their manufacturing process—a notoriously difficult achievement in semiconductor production environments. This extended qualification cycle is typical for mission-critical applications and suggests the customer has developed significant internal expertise with Aehr's platforms, creating natural switching costs.
The storage segment represents a logical extension of Aehr's established expertise in power semiconductors and silicon photonics testing. All three application areas share common requirements for high-reliability, 100% testing protocols. Aehr's unique wafer-level approach allows chipmakers to identify and eliminate defective components before expensive packaging and integration, significantly reducing costs in increasingly complex multi-chip systems required for AI infrastructure.
FREMONT, CA / ACCESS Newswire / March 13, 2025 / Aehr Test Systems (NASDAQ:AEHR), a worldwide supplier of semiconductor test and burn-in equipment, today announced it has received initial follow-on production orders totaling approximately
Gayn Erickson, President and CEO of Aehr Test Systems, commented, "We are thrilled to receive these initial follow-on orders for multiple FOX-CP production systems and WaferPaks to support the global rollout and ramp-up of a new high-volume advanced storage application. This lead customer, who first engaged with us in 2019 before the COVID-19 pandemic, initially purchased our FOX-CP test and reliability verification solution to support testing and early-stage qualification of this new enterprise and data center-focused product. Since then, we have closely collaborated with them as they worked to qualify their products with end customers and integrated our FOX-CP into production.
"In addition to these orders, the customer has indicated plans to purchase additional FOX-CP production systems in our fiscal 2025 fourth quarter, positioning them as a potential 10 percent revenue contributor for Aehr going forward.
"We see the data storage market as a significant growth opportunity for our systems, where these end markets and customers require exceptional quality and long-term reliability before being assembled into final packages or systems. Our FOX platform wafer level test and burn-in solutions are uniquely suited to address these needs. The rapid adoption of AI-driven applications is driving unprecedented levels of data creation, fueling demand for scalable, cost-efficient storage solutions. According to Market Research Future, the hard disk market is projected to grow from
"Our FOX-CP system enables the parallel testing of thousands of die in a single touchdown, significantly reducing test costs and screening out early failures in logic, memory, and photonic die before they are integrated into final packages. This unique capability expands our reach into the data storage market, further building on Aehr's leadership in comprehensive test and burn-in solutions across power, AI, storage, and photonics applications that run from wafer level to package part test."
About Aehr Test Systems
Headquartered in Fremont, California, Aehr Test Systems is a leading provider of test solutions for testing, burning-in, and stabilizing semiconductor devices in wafer level, singulated die, and package part form, and has installed thousands of systems worldwide. Increasing quality, reliability, safety, and security needs of semiconductors used across multiple applications, including electric vehicles, electric vehicle charging infrastructure, solar and wind power, computing, advanced AI processors, data and telecommunications infrastructure, and solid-state memory and storage, are driving additional test requirements, incremental capacity needs, and new opportunities for Aehr Test products and solutions. Aehr has developed and introduced several innovative products including the FOX-PTM families of test and burn-in systems and FOX WaferPakTM Aligner, FOX WaferPak Contactor, FOX DiePak® Carrier and FOX DiePak Loader. The FOX-XP and FOX-NP systems are full wafer contact and singulated die/module test and burn-in systems that can test, burn-in, and stabilize a wide range of devices such as leading-edge silicon carbide-based and other power semiconductors, 2D and 3D sensors used in mobile phones, tablets, and other computing devices, memory semiconductors, processors, microcontrollers, systems-on-a-chip, and photonics and integrated optical devices. The FOX-CP system is a low-cost single-wafer compact test solution for logic, memory and photonic devices and the newest addition to the FOX-P product family. The FOX WaferPak Contactor contains a unique full wafer contactor capable of testing wafers up to 300mm that enables IC manufacturers to perform test, burn-in, and stabilization of full wafers on the FOX-P systems. The FOX DiePak Carrier allows testing, burning in, and stabilization of singulated bare die and modules up to 1024 devices in parallel per DiePak on the FOX-NP and FOX-XP systems up to nine DiePaks at a time. Acquired through its acquisition of Incal Technology, Inc., Aehr's new line of high-power packaged part reliability/burn-in test solutions for Artificial Intelligence (AI) semiconductor manufacturers, including its ultra-high-power Sonoma family of test solutions for AI accelerators, GPUs, and high-performance computing (HPC) processors, position Aehr within the rapidly growing AI market as a turn-key provider of reliability and testing that span from engineering to high volume production. For more information, please visit Aehr Test Systems' website at www.aehr.com.
Safe Harbor Statement
This press release contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements generally relate to future events or Aehr's future financial or operating performance. In some cases, you can identify forward-looking statements because they contain words such as "may," "will," "should," "expects," "plans," "anticipates," "going to," "could," "intends," "target," "projects," "contemplates," "believes," "estimates," "predicts," "potential," or "continue," or the negative of these words or other similar terms or expressions that concern Aehr's expectations, strategy, priorities, plans, or intentions. Forward-looking statements in this press release include, but are not limited to, future requirements and orders of Aehr's new and existing customers; Aehr's ability to receive orders and generate revenue in the future, as well as Aehr's beliefs regarding the factors impacting the foregoing, including the growth of the markets referred to herein; Aehr's ability to integrate Incal efficiently; the timing and extent to which the acquisition is accretive; the closing of the acquisition; and the growth of the markets referred to herein. The forward-looking statements contained in this press release are also subject to other risks and uncertainties, including those more fully described in Aehr's recent Form 10-K, 10-Q and other reports filed from time to time with the Securities and Exchange Commission. Aehr disclaims any obligation to update information contained in any forward-looking statement to reflect events or circumstances occurring after the date of this press release.
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Contacts:
Aehr Test Systems |
| PondelWilkinson, Inc. |
Vernon Rogers |
| Todd Kehrli or Jim Byers |
EVP of Sales & Marketing |
| Analyst/Investor Contact |
(510) 623-9400 x215 |
| |
|
SOURCE: Aehr Test Systems
View the original press release on ACCESS Newswire
FAQ
What is the value of Aehr's latest FOX-CP systems order in March 2025?
When will Aehr deliver the $4.7M FOX-CP systems order?
What is the projected growth of the hard disk market that Aehr is targeting?
How significant could this customer become for Aehr's revenue?
What market segment is Aehr targeting with these FOX-CP system orders?
