Jan. 15 at 1:36 PM
$AEHR has a 'Taiwan based' customer evaluating wide adoption of its products - almost certainly
$TSM . This makes sense given TSM's customer,
$GOOG, is abut to as well. And NVDA's OSAT
$ASX is already using AEHR systems for TSM supplied wafers
AEHR has created the market for its product and are thus the only possible supplier, so industry adoption really means everyone buys from AEHR