PDF Solutions Signs Landmark Multi-Year Agreement to Expand eProbe Technology Deployment in Semiconductor Manufacturing

PDF Solutions signs a multi-year contract to expand eProbe technology deployment for a major semiconductor manufacturer, enhancing manufacturing efficiency.

Quiver AI Summary

PDF Solutions, Inc. announced a significant multi-year contract to expand its collaboration with a major global semiconductor manufacturer, deploying its eProbe® tools, Characterization Vehicle® infrastructure, and Exensio® analytics software in multiple manufacturing facilities. The eProbe technology facilitates contactless testing of 3D semiconductor structures and will be implemented in 2025, supported by software to optimize machine performance and analyze results. This agreement underscores PDF Solutions' strategic vision of integrating process characterization with design and in-line fabrication data to enhance manufacturing yields. Furthermore, the use of the secureWISE® network will ensure secure remote support for the tools. The company reaffirmed its revenue growth guidance for 2025, projecting a 21% to 23% increase compared to the previous year.

Potential Positives

PDF Solutions has secured a significant multi-year agreement with a major global semiconductor manufacturer, indicating strong demand for its technology and expanding its market presence.
The deployment of eProbe tools and the associated Exensio analytics software reinforces PDF Solutions’ role in enhancing manufacturing efficiency and yield in the semiconductor industry.
This contract validates the integration of advanced technologies, which positions PDF Solutions as a leader in providing innovative solutions for high-volume manufacturing environments.
The company reaffirms its revenue growth guidance of 21% to 23% for 2025, highlighting confidence in its operational performance and strategic direction.

Potential Negatives

While the press release reaffirms a revenue growth guidance of 21% to 23% for 2025, it comes with significant forward-looking statements, indicating uncertainty in achieving these projections due to various risks associated with industry trends and competition.
The company also highlights potential risks such as supply chain disruptions and the impact of macroeconomic conditions, which could adversely affect their business operations and financial performance.
The inclusion of a long list of risks and uncertainties in the forward-looking statements may raise concerns among investors about the company's ability to deliver on its promises and maintain growth momentum.

FAQ

What is the significance of PDF Solutions' new contract?

The contract expands a prior agreement to deploy eProbe tools and analytics software in high-volume semiconductor manufacturing facilities.

How does the eProbe technology work?

eProbe technology uses electron beam methods for contactless testing of 3D semiconductor structures, optimized for specific wafer designs.

What is the expected impact on manufacturing yield?

The integration of eProbe with analytics software enhances yield learning speed and accelerates root cause diagnosis for better variability control.

What financial outlook did PDF Solutions reaffirm?

PDF Solutions reaffirmed its revenue growth guidance of 21% to 23% for the full year 2025 compared to 2024.

Where is PDF Solutions headquartered?

PDF Solutions is headquartered in Santa Clara, California, with operations across North America, Europe, and Asia.

Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.

$PDFS Insider Trading Activity

$PDFS insiders have traded $PDFS stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $PDFS stock by insiders over the last 6 months:

MICHAEL B GUSTAFSON purchased 7,500 shares for an estimated $145,875

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$PDFS Hedge Fund Activity

We have seen 104 institutional investors add shares of $PDFS stock to their portfolio, and 94 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

OPHIR ASSET MANAGEMENT PTY LTD removed 784,065 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $14,983,482
SILVERCREST ASSET MANAGEMENT GROUP LLC removed 290,641 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $5,554,149
NUVEEN, LLC added 170,884 shares (+124.3%) to their portfolio in Q2 2025, for an estimated $3,653,499
RANGER INVESTMENT MANAGEMENT, L.P. added 168,450 shares (+19.2%) to their portfolio in Q2 2025, for an estimated $3,601,461
MAK CAPITAL ONE LLC added 160,020 shares (+inf%) to their portfolio in Q2 2025, for an estimated $3,421,227
THRIVENT FINANCIAL FOR LUTHERANS removed 144,514 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $3,089,709
KENT LAKE PR LLC added 142,221 shares (+inf%) to their portfolio in Q2 2025, for an estimated $3,040,684

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$PDFS Analyst Ratings

Wall Street analysts have issued reports on $PDFS in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Rosenblatt issued a "Buy" rating on 08/05/2025
DA Davidson issued a "Buy" rating on 04/14/2025

To track analyst ratings and price targets for $PDFS, check out Quiver Quantitative's $PDFS forecast page.

$PDFS Price Targets

Multiple analysts have issued price targets for $PDFS recently. We have seen 2 analysts offer price targets for $PDFS in the last 6 months, with a median target of $27.5.

Here are some recent targets:

Blair Abernethy from Rosenblatt set a target price of $31.0 on 08/05/2025
Thomas Diffely from DA Davidson set a target price of $24.0 on 04/14/2025

Full Release

SANTA CLARA, Calif., Sept. 22, 2025 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS) today announced a landmark contract signing: a significant multi-year agreement to expand a prior contract and deploy eProbe ^® tools, Characterization Vehicle ^® infrastructure, and associated Exensio ^® analytics software across multiple high-volume manufacturing facilities of a major global semiconductor manufacturer.

Breakthrough Technology Scales to Mass Production

PDF Solutions' eProbe technology delivers contactless testing of 3D semiconductor structures using electron beam, optimized for each wafer's specific design characteristics. This agreement encompasses multiple eProbe systems with deployment in 2025, supported by PDF Solutions' comprehensive software suite for machine optimization and results analysis.

The contract marks a pivotal milestone that validates PDF Solutions' strategic vision and demonstrates the critical role of eProbe technology in both advanced node development and high-volume manufacturing.

Integration of Process characterization, Design and in-line Fabrication data

PDF Solutions combines the eProbe DirectScan™ application with Characterization Vehicle test chips and Exensio analytics software to enable faster yield learning in high-volume manufacturing environments.

This landmark contract validates the approach of integrating process characterization data with design layout data and in-line fabrication data to enhance detectability to ppb levels to accelerate root cause for yield diagnosis and variability control.

Secure Connected Solutions Drive Value

PDF Solutions will deploy eProbe tools and associated software at the Foundry’s manufacturing sites, using PDF Solutions’ secureWISE ^® network to provide secure remote equipment support and maintenance. This deployment exemplifies PDF Solutions' strategic vision: creating a cross-industry analytics and collaboration platform that connects key players in the semiconductor ecosystem.

Comprehensive connectivity is essential for achieving faster yield ramps and delivering on the promise of AI in semiconductors. To successfully implement AI solutions, the industry needs automated connections between data sources, tools, and enterprise software systems across the entire semiconductor supply chain.

Reaffirming Financial Outlook

PDF Solutions reaffirms its full-year 2025 revenue growth guidance of 21% to 23% compared to 2024.

About PDF Solutions

PDF Solutions (Nasdaq: PDFS) provides comprehensive data solutions designed to empower organizations across the semiconductor and electronics industry ecosystem to improve the yield and quality of their products and operational efficiency for increased profitability. The Company’s products and services are used by Fortune 500 companies across the semiconductor and electronics ecosystem to achieve smart manufacturing goals by connecting and controlling equipment, collecting data generated during manufacturing and test operations, and performing advanced analytics and machine learning to enable profitable, high-volume manufacturing.

Founded in 1991, PDF Solutions is headquartered in Santa Clara, California, with operations across North America, Europe, and Asia. The Company (directly or through one or more subsidiaries) is an active member of SEMI, INEMI, TPCA, IPC, the OPC Foundation, and DMDII. For the latest news and information about PDF Solutions or to find office locations, visit https://www.pdf.com.

Headquartered in Santa Clara, California, PDF Solutions also operates worldwide in Canada, China, France, Germany, Italy, Japan, Korea, Sweden, and Taiwan. For the Company’s latest news and information, visit https://www.pdf.com .

Forward-Looking Statements

This press release includes forward-looking statements regarding the Company’s future expected business performance and financial results, including expectations about total revenue growth for 2025, portfolio strength, and momentum, and other statements identified by words such as “could,” “expects,” “intends,” “may,” “plans,” “potential,” “should,” “will,” “would,” or similar expressions and the negatives of those terms, that are subject to future events and circumstances. Other than statements of historical fact, all statements contained in this press release are forward-looking statements within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995. Actual results could differ materially from those expressed in these forward-looking statements. Risks and uncertainties that could cause results to differ materially include risks associated with: the effectiveness of the Company’s business and technology strategies; current semiconductor industry trends and competition; rates of adoption of the Company’s solutions by new and existing customers; project milestones or delays and performance criteria achieved; cost and schedule of new product development and investments in research and development; the continuing impact of macroeconomic conditions, including inflation, changing interest rates and tariffs, the evolving trade regulatory environment and geopolitical tensions, and other trends impacting the semiconductor industry, the Company’s customers, operations, and supply and demand for its products; supply chain disruptions; changes in laws and regulations, including recent tax and data privacy laws and regulations, or the interpretation or enforcement thereof; the success of the Company’s strategic growth opportunities and partnerships; recent and future acquisitions, strategic alliances and relationships and the Company’s ability to successfully integrate acquired businesses and technologies; whether the Company can successfully convert backlog into revenue; customers’ production volumes under contracts that provide Gainshare; the sufficiency of the Company’s cash resources and anticipated funds from operations; the Company’s ability to obtain additional financing if needed; and other risks and uncertainties discussed in PDF Solutions’ periodic public filings with the Securities and Exchange Commission, including, without limitation, its Annual Report on Form 10-K for the year ended December 31, 2024, Quarterly Reports on Form 10-Q, and Current Reports on Form 8-K and any amendments to such reports. All forward-looking statements made in this press release and the conference call are made as of the date hereof, and PDF Solutions does not assume any obligation to update such statements nor the reasons why actual results could differ materially from those projected in such statements.

Characterization Vehicle, DirectScan, DEX, eProbe, Exensio, PDF Solutions, secureWISE, and the PDF Solutions logo are trademarks or registered trademarks of PDF Solutions, Inc. and/or its subsidiaries in the United States and other countries. Other trademarks used herein are the property of their owners.

Company Contacts:

Sonia Segovia Investor Relations		Adnan Raza Chief Financial Officer
Tel: (408) 938-6491		Tel: (408) 9280-7900
Email: [email protected]@pdf.com		Email: [email protected]