PDF Solutions, Inc. (PDFS)

In the past six months, PDF Solutions' Q1 earnings beat estimates, and Q2 sales increased by 24%. The stock price increased on April 10, 2025, and September 24, 2025, but decreased on August 9, 2025. The company secured a multi-year agreement to expand the deployment of its eProbe tools, Characterization Vehicle infrastructure, and Exensio analytics software with a prominent global semiconductor manufacturer. PDF Solutions announced a collaboration with Lavorro to provide a context-aware, Generative AI-assisted option for semiconductor fabs and announced the next generation of its Exensio® AI/ML Solution. The company is scheduled to report its third-quarter fiscal 2025 financial results on November 6, 2025.

The provided information does not explicitly detail the demand seasonality for PDF Solutions, Inc.'s products and services. The semiconductor industry, which PDF Solutions serves, can experience fluctuations, and general trends in the broader technology and manufacturing sectors can influence demand. The company's focus on critical solutions for ongoing advancements in semiconductor production suggests a relatively consistent underlying demand driven by the increasing complexity of manufacturing at advanced nodes.

PDF Solutions, Inc. is an American multinational software and engineering services company headquartered in Santa Clara, California, operating within the Semiconductor sector. The company provides data solutions to the semiconductor and electronics industries, aiming to optimize manufacturing processes, improve product quality, and increase profitability by leveraging manufacturing data. Its major products and services include Exensio and Cimetrix Software Products, Design-For-Inspection (DFI) Systems, Characterization Vehicle (CV) System, Specialized Test Chips and Methodologies, Data Analytics Solutions, and Professional Services.

PDF Solutions, Inc. has a global presence, with offices in the United States, Japan, China, Taiwan, Canada, France, Germany, Italy, and Korea. Its services are utilized by over 500 clients in 36 countries, including major brands like TSMC, Intel, Analog Devices, and Qualcomm.

PDF Solutions maintains a strong reputation as a leading provider of yield improvement technologies and services for the IC manufacturing process lifecycle. The company reported record full-year 2024 total revenues and completed the acquisition of secureWISE, LLC in March 2025. Strategic partnerships and collaborations, such as the collaboration with Lavorro, and securing a landmark contract with a global Integrated Device Manufacturer (IDM) customer further solidifies its position in the market. Brian Rubow of PDF Solutions was awarded the SEMI International Standards Excellence Award at SEMICON West 2024.

PDF Solutions, Inc. is a publicly traded company listed on the Nasdaq stock exchange under the ticker symbol PDFS. Institutional investors such as Blackrock, T Rowe Price, CalPERS, Vanguard, and Fidelity are known to track public companies. The company's co-founder and CEO, John Kibarian, along with VP of Products and Services, Kimon Michaels, have a significant stake, with insider ownership aligning management with shareholders.