)
Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Aehr Test Systems
Aehr Test Systems (AEHR) investor relations material
Aehr Test Systems 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary13 Jan, 2026
Business and Company Overview
Nearly 50 years as a leader in semiconductor test, specializing in reliability and burn-in for both package-level and wafer-level devices, with a unique position in wafer-level burn-in technology and a global customer base including major tech and semiconductor firms.
State-of-the-art 50,000+ sq. ft. facility in Fremont, CA, supporting high-volume production, with global contract manufacturing and capacity exceeding current revenue levels.
Manufacturing processes have passed Tier 1 customer qualifications.
Installed base includes major AI processor, automotive, data center, silicon photonics, and cell phone supply chain companies, with a growing footprint this year.
Product Innovation and Differentiation
Offers Sonoma and proprietary FOX systems, enabling package and wafer-level burn-in, with full turnkey solutions including equipment, software, automation, and consumables.
FOX-XP system enables multi-wafer parallel test and burn-in, supporting up to 18 wafers in parallel, reducing equipment cost and fab footprint while increasing yield.
Holds extensive global patents on wafer-level burn-in technology, including temperature control and probe contact; systems can test up to 20 wafers simultaneously.
WaferPak contactors are patented, high-margin, and required for each new device design, supporting recurring revenue from consumables.
Lead AI customer transitioning to full automation, with benchmarks underway for major AI accelerator companies, potentially driving significant system orders.
Product Portfolio and Applications
FOX-XP: High-volume, multi-wafer test and burn-in system with up to 18 blades and 360 wafer capacity.
FOX-NP: Dual-wafer system for new product introduction, engineering, and low-volume production.
Sonoma platform: Largest installed base for high-power packaged part burn-in, especially for AI processors.
WaferPak contactors enable low-cost, high-density, and high-temperature testing.
Current capacity utilization for systems
Product margin profile by segment
Key AI market segments for future growth
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Aehr Test Systems earnings date
Q3 20267 Apr, 2026
Aehr Test Systems
Next Aehr Test Systems earnings date
Q3 20267 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Aehr Test Systems is a provider of test and burn-in equipment used in the semiconductor industry. The company’s systems are used for testing logic, memory, and photonics devices under high-stress conditions to ensure reliability. It serves semiconductor manufacturers involved in automotive, mobile, and data center applications. Aehr Test Systems is headquartered in Fremont, California, and its shares are listed on the NASDAQ.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage