Why Is AEHR TEST SYS (AEHR) Stock Up Today?

AEHR Test Systems stock surged 19.74% to $109.81 in intraday trading on Thursday, driven by a follow-on production order from its lead silicon photonics wafer-level burn-in customer. The order is tied to a fully automated FOX-XP multi-wafer production burn-in system, signaling increased demand for next-generation optical interconnects in AI and data center applications. The stock opened with a 4.8% gap up and climbed further through the morning, reaching a session high of $110.07 before settling near $109.84.

What Happened

Aehr Test Systems announced it received a follow-on production order from its lead silicon photonics customer, expanding its capacity for silicon photonic integrated circuits. The customer is scaling up manufacturing for wafer-level burn-in systems, a key process in ensuring the reliability of advanced optical components. The fully automated system is expected to ship in the first half of 2027. The order reflects growing demand for silicon photonics in AI and data center infrastructure, where high-speed, low-latency connectivity is critical. The company emphasized the order as a sign of rapid industry adoption and manufacturing scale-up for next-generation optical interconnects.

What The Data Shows

The stock opened at $96.11 and traded as low as $94.20 before rallying to a high of $110.07. Volume reached 1.3 million shares, which is 0.4 times the 3-month daily average. The stock remains within its 52-week range of $15.94 to $126.62 and is up significantly from the prior close of $91.71. Meanwhile, recent insider transactions show three sales totaling $2.6 million in the last 90 days, with no insider purchases reported.

What To Watch

The company has not scheduled earnings in the immediate future. Investors should monitor coverage breadth and any follow-up production orders or capacity expansion announcements in the silicon photonics sector.