Larry Chlebina's questions to AEHR TEST SYSTEMS (AEHR) leadership • Q1 2026
Question
Larry Chlebina inquired about the potential acceleration of the evaluation process with a second processor due to AMD's partnership with OpenAI, and the optical I/O opportunity involving new machines versus upgrades.
Answer
CEO Gayn Erickson stated that the news warms his heart and that the forecast includes both upgrades and new machines for optical I/O. He also mentioned the introduction of a front end to Fox systems for fully hands-free operation and the evolving requirements for HBF (high-bandwidth flash).