Aehr Test Systems pivots from EV SiC to AI chip testing; record $60.7M bookings and CoWoS/EUV signals suggest strong growth.

The Army organized what it called a "hackathon" to find new vendors that could help with the supply of 166 critical components causing readiness issues for the tank's engine.

While concerns that the AI demand outlook is overblown and players like OpenAI will struggle to meet their commitments regarding GPUs are valid, these are bricks in a Wall of Worry built on a robust ...