Earnings on Monday pre-market. Anyone looking into this company?
Could be interesting for asymmetric upside for exposure to burn-in systems + testing for SiC/GaN qualification.
$TRT trades at just a \~1.2x EV/Sales vs. $AEHR at \~60x
All while we know that the testing tailwind is real:
\- $TER AI mix rising to 70%+ of Q1 2026 revenue
\- $AEHR $ 92M H2 bookings
\- Advantest operating profit +135% on HBM/HPC
\- ChipMOS Q1 2026 revenue +25% on AI memory