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    Matthew Winthrop

    Research Analyst at Equitable

    Matthew Winthrop is an experienced Financial Professional at Equitable Advisors, providing comprehensive wealth management and financial planning services tailored to individual and corporate clients. While specific publicly available performance metrics and company coverage details are limited, his role focuses on guiding clients through investment and risk management strategies as part of the Connecticut office. Winthrop has built his career working with Equitable Advisors and is based out of Stamford, Connecticut, drawing on a strong understanding of insurance, retirement planning, and asset management solutions. He maintains FINRA securities registrations appropriate to his advisory role at Equitable, ensuring compliance and professional qualification in the financial services industry.

    Matthew Winthrop's questions to AEHR TEST SYSTEMS (AEHR) leadership

    Matthew Winthrop's questions to AEHR TEST SYSTEMS (AEHR) leadership • Q1 2025

    Question

    Matthew Winthrop of Equitable asked for clarification on a previous company statement that mentioned NVIDIA, AMD, and Intel in the context of optical I/O. He questioned if this opportunity was related to the Incal acquisition and if its potential was included in the current fiscal year's guidance.

    Answer

    CEO Gayn Erickson clarified that mentioning NVIDIA, AMD, and Intel was in the context of the long-term strategic opportunity in silicon photonics for chip-to-chip communication, which those companies are driving. He stated it does not imply they are current customers for that application. Erickson confirmed that this potential market is not a significant contributor to the current fiscal year's revenue guidance and represents future upside, noting Aehr has the capacity to deliver systems quickly if orders materialize.

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    Matthew Winthrop's questions to AEHR TEST SYSTEMS (AEHR) leadership • Q1 2025

    Question

    Matthew Winthrop of Equitable asked for clarification on previous company statements that mentioned major tech companies like NVIDIA, AMD, and Intel in the context of optical I/O, and questioned whether this opportunity is factored into the current fiscal year's guidance.

    Answer

    Executive Gayn Erickson clarified that mentioning NVIDIA, AMD, and Intel relates to the long-term strategic opportunity in silicon photonics and co-packaged optics. He explained that as data transmission rates hit physical limits, optical I/O will become essential for chip-to-chip communication, particularly for AI processors. Erickson confirmed that while Aehr is technologically prepared for this shift, very little revenue from silicon photonics is included in the current fiscal year's guidance, positioning it as a source of potential future upside rather than a near-term driver.

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