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Re: FrostySamurai37 post# 232583

Saturday, 04/04/2026 5:06:14 AM

Saturday, April 04, 2026 5:06:14 AM

Post# of 236575
Aehr Test Systems just landed a new customer who is one of the biggest networking companies in the world — the kind that supplies the fiber-optic hardware used inside major data centers.

This customer is now building next-generation optical transceivers (the devices that move data over fiber). These new transceivers are based on silicon photonics, which is the industry’s current approach to pushing more data at higher speeds.

Because these devices run extremely fast and extremely hot, they must be stress-tested and burned-in before they can be shipped. That’s exactly what Aehr specializes in.

So the announcement means:

1. A major global networking company is ramping new optical technology.
This is not a small player — this is someone who sells into hyperscale data centers.

2. They chose Aehr as their test partner for these new photonics devices.
That means the customer expects high volume and long-term production.

3. It confirms that the data center market is accelerating its shift toward optical I/O.
AI data centers are hitting electrical limits. Optical links are the only path forward.

4. Aehr is now positioned at the front of this transition.
Every optical device needs to be tested. Aehr sells the systems that do that testing.

⭐ How This Connects to Lightwave Logic (LWL)


The same trend driving this new Aehr customer — the move to faster optical connections in AI data centers — is the exact trend Lightwave Logic is built for.

Data centers need faster, lower-power optical components

Silicon photonics alone can’t meet future speed and power requirements

Companies are now actively developing next-generation optical transceivers

That opens the door for new materials, including polymers like LWL’s

Aehr’s announcement is simply another proof point that:

The optical transition is real, accelerating, and now hitting production scale.
And when the industry moves beyond silicon photonics — which it must — LWL is positioned as the next materials platform.
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