Charles Tow's questions to Aehr Test Systems (AEHR) leadership • Q3 2025
Question
Charles Tow, a private investor, asked about the expected timeline for receiving mass production orders from the flash memory company Aehr is working with and the potential size of that market.
Answer
CEO Gayn Erickson outlined a multi-year timeline for the flash memory opportunity. He stated that after the current proof-of-concept phase concludes, a co-development phase for a new test system will take about a year. Therefore, he would not expect volume production orders until Aehr's fiscal year 2027. Erickson estimated the total market for wafer-level burn-in for flash memory could be at least $100 million to $150 million annually by that time frame.