Aehr Sees 26% Surge After Securing Next-Gen AI ASIC Sonoma Order
Aehr Test Systems shares jumped 26% after winning an initial order for its Sonoma burn-in systems to test a hyperscaler’s next-gen AI ASIC. The customer projects a significant expansion of Sonoma system purchases in H2 2026 into 2027, with deliveries starting summer 2026.
1. Next-Gen AI ASIC Order Secured
Aehr secured its first production burn-in order for its Sonoma system to test a leading hyperscaler’s next-generation AI ASIC, driving a 26% share jump on Feb. 11.
2. Expansion Forecast
The customer forecasts a very large expansion of Sonoma system purchases for its current- and next-generation AI chips in the second half of 2026 and continuing into 2027.
3. Delivery Timeline
Aehr expects to deliver the initial Sonoma systems in summer 2026, marking the start of its production burn-in services for the next-generation device.
4. Insider Sale Analysis
Chairman Rhea Posedel sold $420,000 of shares, representing 2.6% of his stake, two days after the announcement, indicating both continued long-term confidence and short-term profit-taking.