Semiconductor plate continued to increase, Aehr Test Systems increased by 11 per cent

On 12 August, the increase in semiconductor plates continued, with the increase of 11 per cent in Aehr Test Systems, 6 per cent in Théreida, 4 per cent in Pan Lin Group, Al-Amak Technology and Applications, 3 per cent in Coronery and 1 per cent in Asmeh and Ange. In the news, Aehr Test Systems announced an additional $22 million in follow-up volume orders for its leading crystal circle AI processor clients. On the industrial side, Bernstein published research that raised the forecast of expenditures on the crystal circle manufacturing equipment (WFE) on the grounds that confidence in a continuous kinetic energy for the current upper cycle continued to grow. The Bank revised WFE expenditure projections for 2026 upwards to $148 billion, or 26.3 per cent per annum; for 2027, to $204 billion, or 32.6 per cent per annum; and for 2028, to $259 billion, or 27 per cent annually。