Aehr Test Systems (NASDAQ:AEHR) shares rallied 15% on Wednesday morning after the company announced it had landed a production order for its Sonoma platform from a major hyperscale customer developing next-generation AI chips.
The semiconductor test equipment maker said it received an initial order covering multiple Sonoma ultra-high-power package-level test and burn-in systems, along with turnkey burn-in modules and device-specific sockets. The equipment will support production burn-in of the customer’s latest high-power AI processor aimed at data center training and inference workloads.
Aehr described the client as a “premier large-scale data center provider” building proprietary AI accelerator ASICs and planning substantial capital investment in AI infrastructure. The newly ordered systems are expected to be delivered in summer 2026.
Gayn Erickson, President and CEO of Aehr Test Systems, characterized the deal as “a key early production win for a next-generation AI processor with this world leading hyperscaler.” He added that the customer’s current-generation AI chip is already ramping into high-volume production, with expectations for “a very large expansion of Sonoma system purchases” in the second half of 2026 and continuing into 2027.
The Sonoma Ultra platform is engineered to address the high power density, elevated current demands, and advanced thermal management needs of cutting-edge AI processors. The order marks an important endorsement of Aehr’s capabilities in the fast-growing AI semiconductor segment.