HBF is breaking existing test infrastructure across power supplies, I/O pins and parallelism. That is bullish for $AEHR's high-power burn-in platform and for the broader power stack across $MPWR $POWL $ON $NXPI and $VRT.
Silicon carbide is recovering, with approximately $8 million of new orders in the last month. That supports $AEHR while improving the backdrop for $ON $WOLF $IFNNY $STM and $NXPI.