AEHR - Semi Test Equipment related to auto chips Message Board

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Technology Stocks : AEHR - Semi Test Equipment related to auto chips

AEHR 26.01

+3.6%

Oct 31 9:30 AM EST

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To: Elroy who wrote (1)	2/4/2024 3:28:20 PM
From: Return to Sender	Read Replies (1) of 53

AEHR is suffering from a delay in orders that they were forecasting would be filled sooner rather than later. They have basically lent their technology out to all (I think) the major EV manufacturers to allow them to assess the improvement that testing with AEHR systems provides in reducing future failures for the chips on silicon carbide. Silicon carbide is necessary to use as a substrate in the high heat environment necessary to run an EV long term. Without proper testing a higher than acceptable failure rate will occur that might make vehicle recalls happen. AEHR can prevent this from happening. AEHR's main customer is ON Semi who supplies chips to TESLA. Hopefully sales to other customers broadens out in the future. I think it will but I have no idea when. They are selling into other markets as well. I have no idea when those sales will amount to much but there have been some so that gives me hope. RtS

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