Aehr Test Systems Inc. (NASDAQ:AEHR) stock jumped about 11% on Wednesday after the company announced a follow-on production order tied to growing demand for silicon photonics used in hyperscale AI data centers.

AI Data Center Demand Drives Follow-On Order

Aehr Test Systems said Wednesday it received a follow-on production order from a major silicon photonics customer for its fully automated FOX-XP wafer-level burn-in (WLBI) system, which is scheduled for delivery within six months.

The customer, a global supplier of networking products and optical transceivers, is expanding production of silicon photonics-based transceivers to meet growing demand from hyperscale AI and cloud data centers. Aehr said the customer has also provided a forecast for additional systems later this year as capacity ramps.

CEO Gayn Erickson said the order reflects the accelerating buildout of AI data center infrastructure and validates the company’s wafer-level burn-in technology as a key part of silicon photonics manufacturing. He added that the engagement could become a meaningful long-term growth driver for Aehr’s WLBI business.

Technical Analysis

The long-term trend remains bullish. Aehr Test Systems is trading 16.3% above its 20-day simple moving average of $100.38 and 26.7% above its 50-day simple moving average of $92.18.

The stock also remains well ...