中文翻译
$AEHR 的回报不错，说明极早布局是有回报的，132% 的收益就是证明。 现在有很多超大规模客户 / 光收发器客户在为下一轮超级周期给 Aehr 做资格认证，而且 3 天前来的新 SiPh 客户也是非常积极的消息。 我觉得很快就会看到这些信号如何转化成量产订单。
· 业绩复盘
认为 AEHR 132% 的回报证明自己够早，量产信号会进一步验证。
英文原文
Nice return on $AEHR, pays dividends to be extremely early with that 132% return. Lot of hyperscalers / optical transceiver customers for the next supercycle are qualifying Aehr right now, and the new siph customer 3 days ago is extremely positive news. And I think we'll get insight how that translates to volume orders soon enough.