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Aehr Test Systems Secures Initial Silicon Photonics Order From Global Networking Customer

The deal signals rising adoption of silicon photonics in AI data centers.

Overview

  • Aehr Test Systems said Tuesday it received an initial order from an undisclosed global networking customer for its FOX-XP and FOX-NP wafer-level burn-in systems.
  • The company expects to ship the systems in its fiscal fourth quarter, which ends May 29, 2026.
  • The equipment tests and stresses silicon photonics transceivers on full wafers before packaging to speed engineering qualification and support high-volume production.
  • The customer is developing transceivers for high-speed fiber links in hyperscale AI and cloud data centers that need more bandwidth and lower power than copper cabling.
  • Management said the customer may place more orders later this year as capacity ramps, and investors expect more detail when Aehr reports results on April 7.