Aehr Test Systems to Participate in the Susquehanna 15th Annual Technology Conference on February 26, 2026
Aehr Test Systems (NASDAQ: AEHR) announced that its President and CEO, Gayn Erickson, and CFO, Chris Siu, will attend the Susquehanna 15th Annual Technology Conference on February 26, 2026. They will host meetings with institutional investors to discuss Aehr's expanding role in providing semiconductor test and burn-in solutions for AI, data centers, automotive, and industrial applications. The company highlights its turnkey solutions that improve the quality and reliability of semiconductors, including those used in AI processors and electric vehicles, projecting significant growth from the adoption of wafer-level and packaged-part testing.
Aehr Test Systems (AEHR) Is Up 21.3% After Major Hyperscale AI Tester Win Has The Bull Case Changed?
Aehr Test Systems (AEHR) saw its stock rise by 21.3% after securing an initial production order for its Sonoma test and burn-in systems from a lead hyperscale data center customer, intended for next-generation AI processors. While this validates Aehr's role in AI reliability testing, the company still faces challenges including execution against guidance, profitability, and broadening its customer base. The article highlights significant valuation and execution risks, with Aehr potentially trading beyond its estimated value according to some analyses.
Don't Ignore The Insider Selling In Aehr Test Systems
Aehr Test Systems (NASDAQ:AEHR) recently saw its Founder & Independent Chairman, Rhea Posedel, sell US$420k worth of shares, though this represented only 2.7% of their holding. This sale was the largest insider sale in the past year for the company, at a price close to the current stock price. The article highlights that while insiders own a notable 6.1% of the company, there has been no insider buying in the last year, and overall insider selling suggests caution for potential investors.
Aehr Test Systems falls 19% postmarket following quarterly results, tariff uncertainty
Aehr Test Systems experienced a significant 19% drop in postmarket trading following its recent quarterly results, which were notably lower than expected. The company cited a pause in orders from existing customers and new customer engagements moving slower than anticipated. Additionally, a new China tariff imposed a 25% import duty on their products.
Don't Ignore The Insider Selling In Aehr Test Systems
The Founder & Independent Chairman of Aehr Test Systems, Rhea Posedel, recently sold US$420k worth of shares, though this represented only 2.7% of their holding. While this sale occurred at the current stock price, which is not as concerning as a sale at a lower price, there has been no insider buying in the last year. Insiders own 6.1% of the company, and despite this alignment, the lack of recent insider purchases coupled with sales suggests a cautious outlook.
Don't Ignore The Insider Selling In Aehr Test Systems
Aehr Test Systems (NASDAQ:AEHR) recently saw its Founder & Independent Chairman, Rhea Posedel, sell US$420k worth of shares at an average price of US$30.02. While this sale represented only 2.7% of her holding, it was the largest insider sale in the past year, occurring near the current share price of US$28.84. Insiders collectively own 6.1% of the company, but there has been no insider buying in the last year, suggesting caution for potential investors.
A Look At Aehr Test Systems (AEHR) Valuation After New AI Data Center Contract
Aehr Test Systems (AEHR) recently secured a production contract for its Sonoma systems, used in AI processors for hyperscale data centers, leading to significant share price momentum. However, its Price-to-Sales ratio of 16.6x is high compared to industry averages and its estimated fair value, despite forecasted revenue growth, as the company remains unprofitable. The article suggests that the market might be overselling the stock if growth expectations aren't met or if the AI-driven optimism proves too high, warranting careful investor consideration of its risks.
Aehr Test Systems Director Makes Major Insider Move With Significant Stock Sale
Rhea Posedel, a Director at Aehr Test Systems (AEHR), recently sold 13,998 shares for $420,079, a move that could attract investor attention to insider trading activity. TipRanks' AI Analyst, Spark, rates AEHR as Neutral due to weak fundamentals, despite a strong balance sheet and reinstated guidance. The stock's current market cap is $1.04 billion, with a YTD price performance of 67.66%.
Aehr test systems director Posedel sells $420k in shares
Rhea J. Posedel, a Director at AEHR Test Systems, sold 13,998 shares for over $420k on February 13, 2026. This transaction comes amidst the company's recent report of declining revenue and a net loss for fiscal year 2026, despite securing a significant order for AI processor testing systems. Analysts have adjusted price targets and maintained "Hold" or "Market Perform" ratings due to a weaker revenue outlook.
Aehr test systems director Posedel sells $420k in shares
Rhea J. Posedel, a Director at AEHR Test Systems (NASDAQ:AEHR), sold 13,998 shares of common stock for approximately $420,151 on February 13, 2026. This transaction reduces Posedel's direct ownership to 71,163 shares and indirect ownership to 456,979 shares. The sale comes as Aehr Test Systems faces a decline in revenue and a net loss, despite securing a significant production order for AI processors.
Aehr Test Systems (AEHR) Is Up 21.3% After Securing Hyperscale AI Processor Burn-In Contract – What's Changed
Aehr Test Systems (AEHR) saw its shares jump 21.3% after announcing an initial production purchase order for its Sonoma burn-in systems from a large data center provider. This contract is for next-generation AI processors, solidifying Aehr's role in reliability testing for hyperscale AI accelerator chips. While the deal reinforces Aehr's investment thesis, investors should consider the company's unprofitability, rich sales multiple, and amplified execution risk due to concentrated hyperscale exposure.
Aehr Test Systems (AEHR) Is Up 21.3% After Major Hyperscale AI Tester Win Has The Bull Case Changed?
Aehr Test Systems (AEHR) saw its stock rise by 21.3% after securing a significant production order for its Sonoma test and burn-in systems from a leading hyperscale data center customer for next-generation AI processors. This win integrates Aehr into crucial reliability testing for high-performance AI accelerators, potentially making its systems indispensable for large-scale data center chip qualification. Despite this positive development, the article highlights ongoing concerns about Aehr's valuation, unprofitability, and insider selling, while suggesting the stock might be overvalued based on recent analysis.
Aehr Test Systems stock soars after securing AI processor burn-in win
Aehr Test Systems (NASDAQ:AEHR) stock surged 15% after announcing a key production order for its Sonoma systems from a leading hyperscale customer. These systems will be used for production burn-in of next-generation, high-power AI processors for data center applications. This order validates Aehr's Sonoma Ultra platform for demanding AI processor testing and is expected to lead to significant future expansion.
Aehr Test Systems Secures AI Chip Order
Aehr Test Systems announced a significant purchase order for its Sonoma test and burn-in systems, destined for next-generation AI chips used by a major hyperscale data center operator, with shipments planned for summer 2026. This order, which caused AEHR stock to jump over 15% in premarket trading, is expected to drive substantial future sales growth and expand the company's footprint in the data center and semiconductor equipment markets. Despite a recent analyst downgrade, the long-term outlook remains positive due to anticipated volume production of the new AI processor.
$100 Invested In Aehr Test System 5 Years Ago Would Be Worth This Much Today
Aehr Test Systems (NASDAQ: AEHR) has demonstrated significant outperformance over the past five years, with an annualized return of 55.77%, beating the market by 43.71%. An initial investment of $100 in AEHR stock five years ago would now be worth $917.02. This article highlights the power of compounded returns on investment over time.
William Blair Maintains Aehr Test Systems(AEHR.US) With Hold Rating
William Blair analyst Jed Dorsheimer has maintained a "Hold" rating on Aehr Test Systems (AEHR.US). According to TipRanks data, Dorsheimer boasts a 52.2% success rate and an average return of 27.6% over the past year. TipRanks provides independent financial analysis, calculating success rates and average returns based on analysts' recommendations to offer informational rather than investment advice.
Aehr Secures Key AI Production Burn-in Win with Initial Order of Sonoma Systems for Lead Hyperscale Customer’s Next-Generation AI ASIC Processors
Aehr Test Systems (NASDAQ: AEHR) announced a significant strategic win with an initial production order from a major hyperscaler for its Sonoma ultra-high-power package-level test and burn-in systems. These systems will be used for the production burn-in of the customer's next-generation, high-power AI ASIC processors designed for data center training and inference applications. This order is expected to significantly expand Aehr's installed base and long-term consumable opportunities, with deliveries scheduled for summer 2026.
Aehr Test Systems stock soars after securing AI processor burn-in win
Aehr Test Systems (NASDAQ:AEHR) stock surged 15% after securing a significant production order for its Sonoma systems from a leading hyperscale customer. These systems are for the burn-in of next-generation AI processors designed for data center applications, marking an early production win for Aehr in the growing AI market. Delivery is expected in summer 2026, with forecasts for further system purchases into 2027.
Aehr Test Systems Shares Drop 15% Amid AI Sell-Off
Aehr Test Systems (AEHR) shares dropped nearly 15% due to a broader sell-off in AI-related stocks, concerns over potential slowdown in AI infrastructure spending following AMD's guidance, and a previous downgrade by Craig-Hallum. The company is transitioning its focus to wafer-level burn-in testing solutions for AI processors, moving away from its weakened electric vehicle market. Despite the current decline, analyst ratings and demand for semiconductor testing equipment indicate potential long-term growth for Aehr as it adapts to the evolving market.
Here's why Aehr Test Systems stock popped 27% in January
This article explains why Aehr Test Systems (AEHR) stock experienced a 27% increase in January. The significant rise was attributed to continued strong demand for silicon carbide, particularly in electric vehicles, which benefits Aehr's test and burn-in equipment. Analyst upgrades and optimistic management commentary further fueled investor confidence.
Why Aehr Test Systems Soared Higher by 13% Today
Aehr Test Systems' stock surged over 13% due to its strategic pivot towards providing test solutions for AI processors and the data center semiconductor markets. This increase is driven by massive projected spending increases from tech giants like Alphabet and Amazon on AI infrastructure, which is expected to significantly boost Aehr's order growth by impacting its total addressable market. The article also suggests potential for further upside if the electric vehicle market, Aehr's former core market, stabilizes.
Here's Why Aehr Test Systems Stock Popped 27% in January
Aehr Test Systems (NASDAQ: AEHR) saw its stock rise by 27% in January, driven by its strategic pivot towards the AI processor market. The company, which specializes in semiconductor test equipment, secured an undisclosed "world-leading hyperscaler" as a customer and anticipates significant order growth in the latter half of the current fiscal year. Despite recent market fluctuations, the company expects continued growth as it balances its traditional electric vehicle (EV) market with its expanding AI segment.
Here's Why Aehr Test Systems Stock Popped 27% in January
Aehr Test Systems (NASDAQ: AEHR) saw its stock increase by 27% in January due to its strategic shift towards the AI processor market. The company, which provides semiconductor test equipment, secured a significant "world-leading hyperscaler" customer and expects substantial order growth in the second half of its financial year 2026. This pivot, combined with the anticipated stabilization and growth in the electric vehicle market, positions Aehr for a bright future.
Here's Why Aehr Test Systems Stock Slumped Today (Hint: It's AI Related)
Aehr Test Systems (AEHR) stock declined significantly due to market concerns over Advanced Micro Devices' (AMD) sequential sales guidance, despite AMD's strong year-over-year growth. The market reaction is seen as an overcorrection, especially given positive reports from Teradyne (TER), another semiconductor test equipment company, which suggests future growth for Aehr as AI-related demand continues. The author suggests this dip might be a buying opportunity.
Here's Why Aehr Test Systems Stock Slumped Today (Hint: It's AI Related)
Shares in Aehr Test Systems (NASDAQ: AEHR) slumped by almost 15% today, mirroring a broader sell-off in AI-related stocks following Advanced Micro Devices' (AMD) guidance for a sequential sales decline. Despite AMD's implied 32% year-over-year growth, the market reacted negatively to the potential short-term dip, affecting companies like Aehr that are pivoting to AI processor testing. However, the market's reaction is puzzling given positive statements from Teradyne (NASDAQ: TER), a semiconductor test equipment company, about strong AI-related demand, suggesting Aehr's prospects for 2026 might be more optimistic than current market sentiment reflects.
Aehr Test Systems (NASDAQ:AEHR) Trading Down 14.4% - Here's Why
Aehr Test Systems (NASDAQ:AEHR) saw its stock price drop 14.4% in intraday trading on Wednesday, closing at $23.2850 with significantly reduced trading volume. This decline followed mixed financial results, where the company beat EPS expectations but missed revenue targets and reported negative net margin and return on equity. Analyst sentiment for AEHR is mixed, with an average "Hold" rating and a price target of $21.00.
Here's Why Aehr Test Systems Stock Slumped Today (Hint: It's AI Related)
Aehr Test Systems' stock declined due to market concerns over Advanced Micro Devices' (AMD) sales guidance, which suggested a sequential decline despite significant year-over-year growth. The market perceived this as a potential slowdown in AI infrastructure spending, impacting Aehr Test Systems which is shifting towards AI processor testing. However, a day earlier, Teradyne, another semiconductor test equipment company, reported strong results fueled by AI demand, suggesting that the market's reaction to AMD might be an overcorrection and a potential buying opportunity for Aehr Test Systems as its business follows these earlier cycles.
Aehr reinstates fiscal 2026 guidance, targets $25M–$30M revenue amid strong AI-driven bookings outlook
Aehr has reinstated its fiscal year 2026 revenue guidance, targeting between $25 million and $30 million. This positive outlook is primarily driven by strong bookings expected from the artificial intelligence sector. The company's projections indicate growing confidence in its market position within the AI hardware supply chain.
Have Aehr Test Systems Insiders Been Selling Stock?
Recent insider transactions at Aehr Test Systems (NASDAQ:AEHR) show significant selling activity, with Independent Director Laura Oliphant divesting US$143k worth of shares and Fariba Danesh making an even larger sale of US$223k in the past year. While insiders still own 6.2% of the company, the consistent selling without any corresponding buying suggests potential caution from management regarding the stock's valuation. Investors may wish to investigate further due to these warning signs.
Aehr Test Systems to Participate in the 11th Annual Oppenheimer Emerging Growth Conference on February 3, 2026
Aehr Test Systems (NASDAQ: AEHR) announced its participation in the Oppenheimer 11th Annual Emerging Growth Conference, taking place virtually on February 3-4, 2026. CEO Gayn Erickson and CFO Chris Siu will host virtual meetings with investors on February 3rd to discuss the company's expanding role in semiconductor device testing for AI, data center, automotive, and industrial applications. Aehr expects significant growth driven by the increasing adoption of wafer-level and packaged-part test and burn-in solutions across these markets.
AI, EV chip tester Aehr Test joins Oppenheimer growth conference
Aehr Test Systems (NASDAQ: AEHR) will participate in the 11th Annual Oppenheimer Emerging Growth Conference virtually on February 3-4, 2026. CEO Gayn Erickson and CFO Chris Siu will host investor meetings to discuss the company's test and burn-in solutions for AI, data center, automotive, and industrial semiconductors. The company plans to highlight its expanding role in testing silicon carbide, gallium nitride, and silicon photonics devices for various critical applications.
Aehr test systems director Oliphant sells $142,750 in stock
Laura Oliphant, a director at Aehr Test Systems (NASDAQ:AEHR), sold 4,546 shares of common stock for a total of $142,750 on January 22, 2026. This transaction comes as the company faces challenges, including a decline in revenue and a net loss for Q2 fiscal year 2026, leading to lowered revenue expectations and adjusted price targets from analysts like Craig-Hallum and William Blair. Oliphant still directly owns 18,432 shares and indirectly owns 7,665 shares after the sale.
Aehr test systems director Oliphant sells $142,750 in stock
Laura Oliphant, a director at Aehr Test Systems (NASDAQ:AEHR), sold 4,546 shares of common stock for a total of $142,750 on January 22, 2026. This transaction comes amidst recent financial challenges for the company, including a decline in revenue, a net loss, and lowered revenue expectations for the second half of fiscal year 2026, leading to adjusted price targets and cautious analyst ratings.
Baillie Gifford & Co. Has $46.09 Million Holdings in Aehr Test Systems $AEHR
Baillie Gifford & Co. reduced its stake in Aehr Test Systems (NASDAQ:AEHR) by 23.1% in the third quarter, but still holds 1,530,676 shares valued at $46.09 million, representing 5.10% of the company. A director, Howard T. Slayen, also sold 6,000 shares, decreasing his position by 2.67%. Despite a recent 9.3% stock drop and mixed quarterly results (beating EPS but missing revenue), analysts maintain a consensus "Hold" rating with an average price target of $21.00.
Small Cap Spike: Semi Stock AEHR Up +40% in 2026 Post-Earnings
Aehr Test Systems (AEHR) has seen a significant surge in early 2026, with its stock up 44% year-to-date, driven by strong AI-related orders despite a revenue miss in its latest earnings report. While the company's revenue faced headwinds due to slowing demand in the electric vehicle market's silicon carbide sector, projections for future bookings related to AI systems are robust. Analysts currently rate AEHR as a Hold, noting its high valuation but acknowledging the substantial growth opportunity presented by the expanding AI test-and-burn-in market.
Aehr Test Systems (AEHR) Is Up 8.4% After Reinstating H2 Revenue Guidance Despite Weaker Q2 Results
Aehr Test Systems (AEHR) saw its stock rise 8.4% after reinstating its second-half fiscal 2026 revenue guidance to US$25 million to US$30 million, despite reporting weaker Q2 results with sales falling to US$9.88 million and net losses widening to US$3.23 million. This guidance suggests renewed visibility for the company, although ongoing losses and a premium valuation warrant investor caution. The article highlights that the stock's future performance hinges on stabilization of orders and execution, given current valuation concerns and insider selling.
Aehr Test Systems (AEHR) Is Up 8.4% After Reinstating H2 Revenue Guidance Despite Weaker Q2 Results
Aehr Test Systems (AEHR) saw its shares rise 8.4% despite reporting weaker second-quarter fiscal 2026 results with reduced sales and wider net losses. The uplift came after the company reinstated revenue guidance of US$25 million to US$30 million for the second half of fiscal 2026, suggesting renewed visibility into its near-term demand. However, the article notes that this guidance sits uncomfortably with the company's continued losses and high valuation multiples.
Aehr Test Systems, Inc.'s (NASDAQ:AEHR) 34% Price Boost Is Out Of Tune With Revenues
Aehr Test Systems (NASDAQ:AEHR) has seen its share price jump 34% in the last month, contributing to a 131% annual gain. However, its current price-to-sales (P/S) ratio of 16.6x is significantly higher than the Semiconductor industry average, and its revenue growth has been lackluster, with a 13% fall over three years and a forecast of 16% growth next year compared to the industry's 45% anticipation. This disparity suggests the high P/S ratio may be unwarranted and could lead to future disappointment for investors.
AEHR SEC Filings - Aehr Test Sys 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Aehr Test Systems (AEHR) SEC filings, including annual reports (10-K), quarterly earnings (10-Q), material events (8-K), and insider trading forms. It details recent insider transactions such as routine tax withholdings and RSU grants for executives and directors, emphasizing that most are non-discretionary and related to compensation rather than open-market sales. The platform offers AI-powered summaries to highlight key points from these regulatory disclosures.
AEHR TEST SYSTEMS SEC 10-Q Report
AEHR Test Systems (AEHR) released its Q3 Form 10-Q report, revealing a 27% decrease in revenue and a 53% drop in gross profit year-over-year, largely due to reduced demand for electric vehicles. Despite setbacks in the EV sector, the company saw increased demand for package-level burn-in systems from AI-related applications and expanded its product portfolio through the acquisition of Incal Technology, Inc. AEHR anticipates future growth driven by generative AI and electrification trends, which will require advanced testing solutions.
Aehr Test Systems (AEHR) Valuation After New Sonoma Orders Guidance Return And Automated Platform Launch
Aehr Test Systems (AEHR) is gaining attention after securing new orders for its Sonoma burn-in system, reinstating its financial guidance for the second half of fiscal year 2026, and launching an automated Sonoma platform. Despite recent share price gains and positive short-term momentum, the company's valuation, evidenced by a Price-to-Sales ratio of 15.1x, appears high compared to industry benchmarks and its ongoing net losses, suggesting potential overvaluation given its current financial performance.
Aehr Test Systems (AEHR) Valuation After New Sonoma Orders Guidance Return And Automated Platform Launch
Aehr Test Systems (AEHR) is back in the spotlight after securing over US$5.5 million in new Sonoma burn-in system orders for AI processors, reinstating its second-half fiscal 2026 revenue guidance, and launching a fully automated Sonoma platform. Despite recent stock gains and long-term swings, the company is currently trading at a high 15.1x Price-to-Sales ratio, significantly above the semiconductor industry average, while still reporting net losses. This analysis suggests Aehr may be overvalued based on traditional metrics, prompting investors to consider high-growth tech and AI stocks.
Aehr Test Systems price target lowered to $21 from $24 at Craig-Hallum
Craig-Hallum has reduced its price target for Aehr Test Systems (AEHR) to $21 from $24, while maintaining a Hold rating. This adjustment follows the company's lower-than-expected results and guidance, as management trimmed its second-half guidance to $25M-$30M. Despite this, the firm anticipates a material recovery in bookings during the second half of the fiscal year, with shipments projected for FY27.
Aehr Test Systems (AEHR) Quarterly Loss Tests Bullish Growth Narrative Despite Premium P/S Ratio
Aehr Test Systems (AEHR) has reported a Q2 2026 loss of US$0.11 EPS on US$9.9 million in revenue, while trailing twelve-month figures show revenue of US$53.2 million and a US$8.9 million net loss. Despite a forecast of 27.4% annual revenue growth, the company's shares trade at a premium 15.1x P/S multiple, significantly higher than industry averages, raising concerns given the persistent losses. This valuation relies heavily on future growth and execution, making the stock sensitive to any deviation from expectations.
Aehr Test Systems (NASDAQ:AEHR) Reports Q2 Revenue Miss, Reinstates Guidance on AI Pipeline
Aehr Test Systems (NASDAQ:AEHR) reported a Q2 revenue miss and deeper GAAP net loss than the prior year, leading to a 7.8% drop in after-hours trading. Despite the revenue shortfall, the company reinstated its financial guidance for the second half of fiscal 2026, anticipating a significant rebound driven by strong demand for AI processors and new orders for its Sonoma platform. Management expressed confidence in its strategic pipeline diversification beyond silicon carbide into high-growth AI and data center markets.
Craig-Hallum lowers Aehr Test Systems stock price target on weaker outlook
Craig-Hallum has reduced its price target for Aehr Test Systems (NASDAQ:AEHR) from $24.00 to $21.00, maintaining a Hold rating due to a weaker outlook and lowered revenue expectations by Aehr management. Despite a short-term reduction in forecasts, Aehr anticipates a significant increase in bookings, primarily driven by AI processor adoption, with shipments expected in fiscal year 2027. The firm cited valuation concerns and is awaiting evidence of earnings leverage, characterizing Aehr as a "speculative open-ended potential growth stock story."
Aehr Test Systems price target lowered to $21 from $24 at Craig-Hallum
Craig-Hallum has lowered its price target for Aehr Test Systems (AEHR) to $21 from $24, while maintaining a Hold rating on the shares. This adjustment follows the company's lower-than-expected results and guidance, as management trimmed its second half guidance to $25M-$30M. Despite the reduced short-term outlook, the firm anticipates a material bookings recovery in the second half of the fiscal year, with shipments expected in FY27.
Here's Why Shares in Aehr Test Systems Declined in December, But Looks a Great Buy Now
Aehr Test Systems experienced a 12.1% stock decline in December due to investor concerns over the company's declining revenue and loss-making status, mainly impacting its EV-related silicon carbide testing market. Despite this, the company is seeing rapid growth in AI-related orders and its CEO anticipates significant bookings for the second half of the fiscal year, making it an attractive prospect for growth investors. The article suggests that the current dip presents a buying opportunity, given the potential rebound in its core market and strong AI business momentum.
Earnings call transcript: Aehr Test Systems sees Q2 loss, stock drops
Aehr Test Systems reported a Q2 revenue decline of 27% year-over-year to $9.9 million and a non-GAAP net loss of $1.3 million, missing analyst forecasts and causing its stock to drop by 6.12%. Despite the challenging quarter, the company is optimistic about future growth, particularly in AI processor testing, and projects Q3 and Q4 revenues between $25 million and $30 million, with strong bookings anticipated. Aehr Test Systems is expanding its market reach, diversifying its customer base, and investing in R&D to capitalize on the increasing demand for high-performance and reliable semiconductor testing solutions in AI and other critical sectors.
Aehr Test Systems (NASDAQ:AEHR) Q2 2026 Earnings Call Transcript
Aehr Test Systems (NASDAQ: AEHR) reported Q2 2026 earnings, beating expectations with an EPS of -$0.04 against an expected -$0.08. The company is experiencing increased demand for its semiconductor test and burn-in solutions, particularly driven by AI and data center infrastructure growth, leading to reinstated financial guidance for the second half of fiscal 2026 with projected revenues between $25 million and $30 million. They anticipate strong bookings of $60 million to $80 million, primarily from AI accelerator processors, setting the stage for significant growth in fiscal 2027.
