Aehr projects $130M-$150M fiscal 2027 revenue as AI and silicon photonics demand drives record ~$100.6M effective backlog (NASDAQ:AEHR)

Aehr Test Systems (AEHR) Q4 FY26 earnings call recap: record backlog, FY27 revenue guide of $130M–$150M, margin outlook, AI demand and risks—read now.

Aehr projects $130M-$150M fiscal 2027 revenue as AI and silicon photonics demand drives record ~$100.6M effective backlog (NASDAQ:AEHR) | Seeking Alpha

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Earnings Call Insights: Aehr Test Systems (AEHR) Q4 fiscal 2026

Management View

“Record quarterly bookings, a very strong and record backlog and growing demand across AI processors, silicon photonics and power semiconductors for both our wafer-level and package-level burn-in solutions position us

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Quick Insights

What are Aehr Test Systems' drivers of fiscal 2027 revenue growth?

Record backlog and surging demand from AI processors and silicon photonics—almost 95% of revenue now comes from non-EV silicon carbide markets, with AI expected to account for about 70% of revenues.

How is Aehr Test Systems' business mix shifting away from electric vehicle silicon carbide?

Two years ago, over 95% revenue was from EV silicon carbide; now, almost 95% of fiscal 2026 revenue comes from non-EV segments, especially AI processors and silicon photonics.

What risks and challenges could impact Aehr Test Systems’ guidance?

Lumpiness in order flow, supply chain cost pressures (e.g. 40% hike for some supplies), and ongoing legal expenses related to IP enforcement are noted risks.

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