Aehr Tshuag: Silicon Carbide Chips Muab Kev Muag Khoom Muag

Cov tsheb hluav taws xob tau tsav cov nyiaj tau los loj hlob rau Aehr Test Systems (AEHR). Thiab Aehr Tshuag tau nyob hauv huab cua tsis tshua muaj tom qab nws daim ntawv tshaj tawm nyiaj tau los tshiab.

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Lub tuam txhab Fremont, Calif. Nws txoj kev loj hlob loj tshaj plaws yog los ntawm cov tshuab rau kev sim thiab hlawv-hauv silicon carbide hmoov, los yog SiC, fais fab chips rau EVs. Burn-in yog ib qho kev ntsuam xyuas kev ntxhov siab ntawm cov khoom siv los kuaj xyuas cov teeb meem.

Ob ntawm plaub tus neeg tsim khoom sab saum toj ntawm silicon carbide chips yog Aehr cov neeg siv khoom thiab ib lub tuam txhab SiC thib peb tam sim no sim nws cov iav. Tsuas yog cov neeg siv khoom txheeb xyuas tau Onsemi (ON), tseem hu ua ON Semiconductor.

"Peb lub zog hauv silicon carbide wafer-theem sim thiab hlawv-hauv txuas ntxiv mus," Tus Thawj Coj Gayn Erickson tau hais rau lub Ib Hlis 5 lub rooj sib tham nrog cov kws tshuaj ntsuam. "Peb pom lub sijhawm no txuas ntxiv mus rau ob peb xyoos tom ntej no vim tias cov tuam txhab tau ntxiv lub peev xwm tseem ceeb hauv silicon carbide semiconductors los daws qhov xav tau zoo kawg, tshwj xeeb tshaj yog rau kev lag luam hluav taws xob-tsheb thiab hluav taws xob-tsheb charger."

Kev Loj Hlob nrawm tau kwv yees rau SiC Chips

Ntxiv nrog rau cov tsheb fais fab, silicon carbide chips zoo li yuav pom kev loj hlob hauv kev lag luam xws li kev lag luam, hnub ci, cua thiab hluav taws xob infrastructure. Yog vim li cas yog tias silicon carbide semiconductors tuaj yeem ua haujlwm ntawm ntau qhov voltages, kub thiab zaus dua li cov khoom siv silicon-based semiconductors.

Lub tuam txhab tshawb fawb Yole kwv yees tias kev muag khoom ntawm SiC chips yuav loj hlob los ntawm $ 1.1 nphom hauv 2022 txog $ 6.3 nphom hauv 2027. Cov ntawv thov tsheb yuav nce los ntawm 63% ntawm SiC nti lag luam mus rau 79% lub sijhawm ntawd. Lub zog, kev lag luam thiab kev thauj mus los yog lwm cov neeg siv loj ntawm SiC chips, nws hais tias.

Aehr cov tshuab tshiab tshaj plaws yog automated thiab tsim rau cov khoom ntim siab, uas yog ib yam uas cov neeg siv khoom txaus siab heev, Erickson hais.

Lub caij no, kev txais yuav cov tsheb hluav taws xob tau nrawm dua. Xyoo tas los, EVs tau nce 10% ntawm kev muag tsheb tshiab thoob ntiaj teb, ua tsaug rau kev loj hlob hauv Suav teb thiab Europe. Hauv Asmeskas, EVs suav txog 5.8% ntawm kev muag tsheb hauv 2022, qhov Phab ntsa Street Journal qhia.

Aehr Tshuag Rockets Ntawm Cov Nyiaj Tau Los Tshaj Tawm

Nyuam qhuav pib lub hlis no, Aehr tau tshaj tawm cov txiaj ntsig zoo dua li qhov kev xav tau rau nws lub quarter thib ob ntawm cov nyiaj tau los xaus rau Lub Kaum Ib Hlis 30. Nws tau txais kev hloov kho 16 xees ib feem ntawm kev muag khoom ntawm $ 14.8 lab. Raws li ib xyoos dhau ib xyoos, cov nyiaj tau los tau nce 220% raws li kev muag khoom nce 54%. Aehr Tshuag tau nce ntau dua 32% thaum Lub Ib Hlis 6, thawj hnub ntawm kev lag luam tom qab daim ntawv tshaj tawm.

William Blair tus kws tshuaj ntsuam Jed Dorsheimer tau hais tias nws tau txais kev txhawb nqa los ntawm Aehr cov nyiaj tau los.

"Peb rov hais dua peb qhov kev ua tau zoo tshaj plaws (ntawm Aehr) raws li kev koom tes ntawm cov neeg siv khoom txuas ntxiv ntawm qhov cuam tshuam tseem ceeb hauv kev lag luam SiC thaum cov neeg ua si loj ua cov phiaj xwm nthuav dav," nws hais hauv tsab ntawv rau cov neeg siv khoom.

Aehr Tshuag vaulted 14.8% rau hnub Friday kom kaw ntawm 31.90.

'Volatile Name For Investors'

Thaum Lub Kaum Hli 20, Aehr Tshuag tau tawg tawm ntawm yim lub lis piam consolidation lub sij hawm ntawm ib muas point ua 19.53, IB MarketSmith kab kos. Tab sis nws muaj teeb meem tuav nws cov txiaj ntsig hauv lub lis piam tom qab.

Thaum Lub Ib Hlis 10, Aehr Tshuag ntaus lwm qhov yuav khoom. Nws tshwm sim los ntawm V-zoo li tus khob base Ntawm qhov chaw yuav khoom ntawm 28.10, MarketSmith kab kos qhia. Nws tau nce siab txhua lub sijhawm ntawm 30.79 thaum Lub Ib Hlis 18.

Hauv qhov cim zoo, Aehr Tshuag txheeb ze zog kab yog nyob rau qhov siab tshiab raws li nws ua tau zoo tshaj qhov S&P 500 Performance index.

Dorsheimer tau hais tias "Aehr tau ua lub npe tsis hloov pauv rau cov tub ua lag luam," "Peb cia siab tias lub npe no yuav tsis hloov pauv, tab sis peb lub hom phiaj yog nyob ntawm qhov tseem ceeb thiab lub sijhawm ntev."

Nws hais ntxiv, "Raws li Aehr qhov kev daws teeb meem loj hlob los ntawm cov cuab yeej ntawm cov ntaub ntawv ntawm ib tus neeg siv khoom mus rau ntau tus neeg siv khoom, peb cia siab tias txuas ntxiv mus rau hauv Tshuag."

Momentum Zoo Siab Yuav Mus Ntxiv

Aehr tus thawj coj pom lub sijhawm zoo txuas ntxiv mus.

"Saib ua ntej, peb tseem ntseeg tias peb yuav tau txais kev txiav txim ntau lawm los ntawm cov tuam txhab silicon carbide ntxiv tshaj peb cov neeg siv khoom tam sim no thiab pib xa cov tshuab kom ua tau raws li lawv lub peev xwm tsim khoom thaum kawg ntawm peb cov nyiaj txiag tam sim no uas xaus rau lub Tsib Hlis 31," Erickson hais. "Peb zoo siab heev rau qhov muaj zog ib nrab ntawm lub xyoo nyiaj txiag no thiab ntseeg tias lub zog yuav txuas ntxiv mus rau peb cov peev nyiaj xyoo 2024."

Lub tuam txhab tseem tab tom muaj kev sib tham nrog cov neeg tsim khoom ntawm gallium nitride semiconductors, Erickson hais. Ob leeg silicon carbide thiab gallium nitride chips nyob rau hauv high-voltage fais fab semiconductor kev lag luam, nrog rau cov tsheb fais.

Ntxiv rau cov iav rau silicon carbide chips, Aehr ua cov khoom siv rau kev sim thiab tsim nyog silicon photonics, sensing li, nco thiab lwm yam semiconductors.

Aehr Tshuag Muaj Kev Ntsuas Siab

Txog rau lub xyoo nyiaj txiag tam sim no, Aehr tau kwv yees cov nyiaj tau los ntawm $ 60 lab txog $ 70 lab, nrog cov nyiaj tau los zoo ib yam li xyoo tas los.

Cov kws tshuaj ntsuam xyuas los ntawm FactSet yog qauv Aehr cov nyiaj tau los ntawm 60 xees ib feem ntawm kev muag khoom ntawm $ 65.2 lab. Qhov ntawd yuav txhais mus rau xyoo dhau los ntawm kev loj hlob ntawm 43% hauv cov nyiaj tau los thiab 28% hauv kev muag khoom.

Aehr Tshuag yog khi rau qhov chaw thib ob nrog ob lub tuam txhab hauv IBD's semiconductor khoom lag luam pab pawg, raws li IBD Stock Checkup. Cov pab pawg suav nrog 29 cov khoom lag luam. Aehr stock muaj IBD Composite Rating ntawm 98 ntawm 99.

IBD's Composite Rating yog qhov sib xyaw ntawm cov ntsiab lus tseem ceeb thiab kev ntsuas kev ntsuas los pab cov tub ua lag luam ntsuas cov khoom lag luam muaj zog. Cov khoom lag luam loj hlob zoo tshaj plaws muaj qhov sib xyaw ua ke ntawm 90 lossis zoo dua.

Ua raws li Patrick Seitz ntawm Twitter ntawm @IBD_PSeitz rau cov dab neeg ntxiv ntawm cov neeg siv khoom thev naus laus zis, software thiab cov khoom lag luam semiconductor.

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