PDF Solutions

Medium58% confidenceProfile verified Jul 18, 2026

Strategic importance is our editorial rating of how central this entity is to the technology landscape we track; confidence reflects how well-sourced and current the underlying evidence is.

Chokepoint Score

no direct dependencies recorded in the graph

Steady

Momentum

insider filing activity unchanged since last check

Headquarters

Santa Clara, California, USA

Website

www.pdf.com

Employees

500 (2026, approximate)

Founded

1991

Listing

PDFS · NASDAQ

Market Cap

$1.87B

Revenue (TTM)

$231.38M

Price

USD44.59 (-18.21%)

Market data as of Jul 29, 2026, 11:25 AM · Source: Yahoo Finance (delayed). Not investment advice.

Overview

PDF Solutions is a semiconductor yield-improvement software company whose Exensio analytics platform harmonizes over 50 data formats from fab, test, and assembly operations into a machine-learning-ready model, helping chipmakers accelerate yield ramp and production control. Q1 2026 revenue reached $60.13 million, up from $47.78 million a year earlier, swinging to net income of $4.79 million from a prior-year loss, with management reaffirming 20% annual revenue growth guidance for 2026 on momentum in its Exensio and Cimetrix platforms and growing AI-enabled analytics demand.

Strategic Connections

Electronic Design Automation: PDF Solutions' Exensio yield-analytics platform sits adjacent to electronic design automation tools in the semiconductor manufacturing software stack.
Semiconductor Manufacturing: PDF Solutions provides yield-management software used across the semiconductor manufacturing industry.

Strategic Risks

Revenue tied to semiconductor manufacturers' capital spending cycles

Future Outlook

Increasing fab complexity expected to drive continued demand for yield-analytics software

Sources

3 sources, 64% average source confidence — full citations in the Full Analyst Report.

Generated by InsightNodes — Technology Intelligence Platform. This report reflects sourced, evidence-backed information as of the dates cited above and is not investment advice.

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