PDF Solutions Inc
XMUN:PD9
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PDF Solutions Inc
XMUN:PD9
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PDF Solutions Inc
PDF Solutions helps chip makers improve how semiconductors are manufactured. Its software and data tools collect and analyze factory and test data so engineers can find defects, tune production steps, and raise chip yield. It also sells related engineering services and analytics tools used in the design and manufacturing flow. Its main customers are semiconductor manufacturers, foundries, and some chip design companies that need tighter control over complex production lines. PDF Solutions makes money by selling software subscriptions or licenses, data and analytics services, and consulting work tied to process improvement. In practice, it sits between chip design and chip production, turning factory data into decisions that help customers build more chips with fewer mistakes. What makes the business different is that it is not a chip maker itself. It is a specialized tool and services provider focused on the hard problem of semiconductor manufacturing quality and yield. That gives it a niche role in an industry where small improvements in process control can matter a lot to customers.
PDF Solutions helps chip makers improve how semiconductors are manufactured. Its software and data tools collect and analyze factory and test data so engineers can find defects, tune production steps, and raise chip yield. It also sells related engineering services and analytics tools used in the design and manufacturing flow.
Its main customers are semiconductor manufacturers, foundries, and some chip design companies that need tighter control over complex production lines. PDF Solutions makes money by selling software subscriptions or licenses, data and analytics services, and consulting work tied to process improvement. In practice, it sits between chip design and chip production, turning factory data into decisions that help customers build more chips with fewer mistakes.
What makes the business different is that it is not a chip maker itself. It is a specialized tool and services provider focused on the hard problem of semiconductor manufacturing quality and yield. That gives it a niche role in an industry where small improvements in process control can matter a lot to customers.
Strong Q1: PDF Solutions said first-quarter revenue rose 26% year over year to $60.1 million, helped by strong Exensio and Cimetrix bookings plus a full quarter of secureWISE revenue.
Backlog up: Backlog ended at $246 million, up 9% from a year ago, with management pointing to a healthy pipeline across semiconductor customers, equipment vendors, fabs, and OSATs.
eProbe buildout: The company shipped 1 eProbe in Q1 and remains on track to ship 6 this year, with about 5 expected to be revenue generating and 2 going to new customers.
Margins improving: Gross margin was 76% and operating margin was 25%, with management saying it is making faster progress than expected toward its 77% gross margin and 27% operating margin targets.
AI push: Management said AI is changing how engineering and manufacturing work in semiconductors, and PDF sees strong customer interest in new AI-enabled Exensio capabilities expected to enter beta in Q3.
Outlook reaffirmed: PDF reiterated that 2026 revenue should grow in line with its 20% long-term target and said it expects continued progress toward its margin goals.
