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.