EOW full-scan refresh — AEHR lands a follow-on order (first positive catalyst since the derate); AAOI drawdown contested by bulls; AXTI event-verify still outstanding (3rd week)
Event
EOW full-scan refresh — AEHR lands a follow-on order (first positive catalyst since the derate); AAOI drawdown contested by bulls; AXTI event-verify still outstanding (3rd week)
Summary
- Type: monitoring-check (subtype: catalyst-watch + escalating overdue-item flag) - event_id: 2026-07-11-optical-supercycle-aehr-catalyst-aaoi-contested-axti-still-open - Source: (AEHR FOX-XP WLBI follow-on order from lead silicon-photonics customer); ; .
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