Aehr Is Becoming An EV Market Play

  • Orders were pushed out due to the pandemic so there is a lot of pent-up demand, although it remains to be seen how fast that is materializing.
  • Structurally, the company is in a very good place with critical solutions for several fast-growing segments, silicon photonics, and especially silicon carbide where they have Tier 1 customers.
  • Silicon Carbide especially is set for multi-year expansion driven by the EV and EV charger infrastructure market.
  • With overhead relatively fixed a substantial part of the coming growth will filter through to the bottom line.
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