$AEHR
On February 11, 2026, Aehr Test Systems announced that it received the first production purchase order from a “leading hyperscale customer” for Sonoma ultra-high power test and burn-in systems, and that delivery will be made in the summer of 2026. This order is interpreted as a strong signal that a next-generation AI ASIC has moved from engineering validation to high-volume production. The main importance of the announcement is that, due to the power envelope of the package to be tested approaching 2,000W, the classic air-cooled burn-in approach is insufficient and a liquid-cooled infras