AI chip testing firm Aehr Test Systems forecasts $60M to $80M in bookings for the second half of fiscal 2026, driven by wafer-level and packaged-part burn-in systems for AI processors. The company received orders worth $5.5M for Sonoma systems in Q3 alone, exceeding the entire prior quarter.
Aehr's lead production customer provided a large AI ASIC forecast with shipments starting May 2026. The company operates a Silicon Valley test lab processing multiple orders for high-power Sonoma configurations reaching 2,000 watts per device. Production capacity now exceeds 20 systems monthly for both wafer and package-level testing.
Datacenter connectivity supplier Credo Technology guides to 63.8%-65.8% GAAP gross margin for Q3 fiscal 2026, reflecting strong demand for high-speed interconnects in AI infrastructure. The company supplies components linking GPUs and memory in training clusters.
Advanced packaging provider Amkor is expanding capacity to meet AI chip assembly demand. HBM3e high-bandwidth memory, essential for next-generation AI accelerators, is ramping across multiple suppliers as hyperscalers build out training infrastructure.
Market focus centers on Nvidia's February 25 earnings as the primary indicator of sustained AI hardware spending. Supply chain activity suggests continued buildout, with component suppliers securing multi-quarter visibility.
Aehr Test's Q2 revenue fell 27% year-over-year to $9.9M on lower WaferPak volumes, but effective backlog reached $18.3M including post-quarter bookings. The company raised $10M through an at-the-market offering to fund operations during the revenue trough.
Aehr partnered with ISE Labs and ASE to expand wafer-level and packaged-part testing services for HPC and AI customers. The Fremont facility consolidation, completed May 2025, reduced operating costs.
Beyond datacenter chips, Ensurge Micropower positions solid-state microbatteries for edge AI devices. Apple's reported AI wearables development signals consumer hardware expansion, though datacenter infrastructure remains the primary growth driver.
Component suppliers face execution risk if AI capital spending slows, but current forecasts and capacity expansions indicate confidence through mid-2026. Nvidia's guidance will clarify demand trajectory for the broader supply chain.