AEHR TEST SYSTEMS WKN: 908802 ISIN: US00760J1088 Forum: Aktien Thema: Hauptdiskussion

Ups. Jetzt bin ich wach. Was ist los?

Lesenswert $AEHR I believe Google is the un-named major hyperscaler (you can read in my quoted DD below) $GOOG earnings just dropped a $185B CapEx top end guidance for 2026. Management explicitly stated this is for "scaling AI Infrastructure." The Ironwood is the workhorse of Google Data Centres. It is logical to assume they are expanding the Ironwood rollout significantly with this CapEx spending. These are the chips I linked to AEHR because of their dual-chip architecture. "Ironwood" (TPU v7) is a dual-chiplet architecture heavily reliant on Optical Circuit Switches (OCS) and optical interconnects to scale to 9k chips per pod. AEHR specialises in this sector with the FOX-XP solution capable of wafer-level burn-in for both high-power AI logic (the Ironwood chips) and the critical Silicon Photonics (the OCS backbone of Googles chips) which I linked and explained more in the quoted DD below....Highly recommend reading it. AEHR announced "follow-on orders" from a major hyperscaler late last year. Now Google confirms a "backlog that has outpaced projections" and a 100% CapEx increase to clear it. 2025 CapEx: ~$90B 2026 Guidance: $175B - $185B (~100% YoY increase) To put that $185B in perspective.. Google is spending more on just infrastructure next year than the entire market cap of 90% of the S&P 500. If AEHR is the test partner for Ironwood, the revenue ramp isn't just "starting" it's about to go parabolic....I stand by my words...A tsunami of revenue is coming for AEHR.