AEHR TEST SYSTEMS AEHR S W

March 13, 2023 - 5:37pm EST by

member

						2023	2024
Price:		29.56		EPS		0.44	0.75
Shares Out. (in M):		29		P/E		0	0
Market Cap (in $M):		860		P/FCF		0	0
Net Debt (in $M):		-37		EBIT		0	0
TEV (in $M):		823		TEV/EBIT		0	0
Borrow Cost:		General Collateral

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#	AUTHOR DATE SUBJECT
6	member 8/07/23 10:52AM Risks - ON vs. Other SiC
Hi go2bl93, Management's FY2024 guide came in fairly strong vs. your estimates. We would be interested to hear your latest thoughts on strength in ON revenues vs other SiC - which would you now highlight as... login to read the rest view available tags
4	member 3/14/23 10:55PM Re: Re: Re: Fantastic Idea 3
The tools I don't believe would need to be replaced. Perhaps they'd need spare parts/repairs periodically. I mentioned that each $2.5M tool gets sold with $1.5M of Waferpak consumables. Those consumables do need to get... login to read the rest view available tags
2	member 3/13/23 8:02PM Re: Fantastic Idea 1
Thanks Specter. I unfortunately don't have a lot to add on the TSLA announcement. Most seem to be interpreting this is just ongoing die shrink, but I've also seen theories that it potentially means fewer 1 view available tags
1	member 3/13/23 7:30PM Fantastic Idea
Do you have any thoughts on Tesla's SiC content reduction announcement. Hearing it's not just die shrink, but also lower content in next gen vehicle. Could lead to industry-wide capex pause given aggressive growth plans 1 view available tags

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