Market PositionAEM is well positioned to ride on the growing SLT market that has benefited from increased complexity of chips and increased test coverage requirements, alongside the need for advanced heterogeneous packaging.
Revenue Growth1H25 revenue guidance raised by 17%, driven by pull-ins under a non-cancellable long-term purchase order from its key customer, suggesting no reversal of intent despite ongoing challenges at Intel.
Technological SuperiorityAEM retains technological superiority in system level test solutions, being a generation ahead of competitors.