On September 4, Aehr Test rose 8.57% in regular trading, trading at $82.49/share, with turnover of $76.41 million. The stock gained alongside a broad rally in the semiconductor equipment sector.

On the news front, SEMI reported that global semiconductor equipment billing sales reached $40.53 billion in Q2, surging 23% year-over-year and marking consecutive quarters of record highs, with AI computing infrastructure buildout identified as the core driver. The strong industry data fueled a collective rebound across the sector following the prior session's pullback. Among peers, ASML Holding rose 3.73%, Applied Materials gained 4.4%, KLA Corporation climbed 5.16%, Lam Research advanced 4.61%, and AXT Inc added 3.38%.

As additional context, Aehr Test has recently secured a $22 million follow-on production order from its lead wafer-level AI processor customer and a separate order from its silicon photonics customer. Jefferies initiated coverage in August with a buy rating and a $175 price target. The company disclosed that AI data center-related business is expected to account for approximately 70% of its fiscal 2027 revenue.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)