PDF Solutions announces Exensio Studio AI, enhancing data analytics for semiconductor manufacturing with integrated AI development capabilities.
Quiver AI Summary
PDF Solutions, Inc. announced the upcoming release of Exensio Studio AI, the next generation of its AI/ML solution, enhancing its platform that supports data solutions in semiconductor manufacturing. This new product integrates Exensio analytics with Tiber™ AI Studio, licensed from Intel, to facilitate the management of manufacturing data. Designed for data scientists, engineers, and operations managers, Exensio Studio AI will streamline the AI development lifecycle across various deployment environments, including cloud and on-premises. It features comprehensive MLOps, automation, collaboration capabilities, and supports diverse hardware configurations. Intel plans to adopt this new solution to enhance its manufacturing data infrastructure. PDF Solutions will also continue to distribute Tiber AI Studio as Exensio Workbench for AI, offering ongoing support for existing customers.
Potential Positives
- Announcement of the new Exensio Studio AI showcases PDF Solutions' commitment to innovation in AI and machine learning for semiconductor manufacturing.
- The integration of Tiber AI Studio licensed from Intel enhances the scope of the Exensio platform, potentially increasing market competitiveness.
- Exensio Studio AI is designed to streamline AI development and enhance operational efficiency across manufacturing operations, which is significant for clients aiming for advanced manufacturing capabilities.
- PDF Solutions will continue support for Tiber AI Studio users by offering an upgrade path, fostering customer loyalty and retention.
Potential Negatives
- Licensing technology from Intel Corporation may indicate a reliance on external partnerships, potentially raising concerns about the company's ability to innovate independently.
- Forward-looking statements reveal risks regarding product development and market acceptance, highlighting uncertainties that may affect investor confidence.
- The need for a migration roadmap for users of the previous Tiber AI Studio product suggests possible challenges in transitioning to the new Exensio Workbench for AI, which could frustrate existing customers.
FAQ
What is Exensio Studio AI?
Exensio Studio AI is the next generation of PDF Solutions' AI/ML solution designed to streamline and accelerate the AI development lifecycle in semiconductor manufacturing.
How does Exensio Studio AI integrate with existing systems?
It integrates with the Exensio manufacturing data infrastructure and leverages PDF Solutions’ semantic model for aligned data management.
What are the key features of Exensio Studio AI?
Key features include full-stack MLOps, flexibility for various deployments, automation of ML pipelines, collaboration tools, and hardware agnosticism.
How can companies obtain support for Tiber AI Studio?
Companies can contact PDF Solutions at [email protected] for licenses or technical support for Tiber AI Studio, now branded as Exensio Workbench for AI.
Where is PDF Solutions headquartered?
PDF Solutions is headquartered in Santa Clara, California, and operates globally 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 102 institutional investors add shares of $PDFS stock to their portfolio, and 65 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- 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
- MORGAN STANLEY added 115,528 shares (+25.5%) to their portfolio in Q2 2025, for an estimated $2,469,988
- BLACKROCK, INC. removed 97,696 shares (-2.0%) from their portfolio in Q2 2025, for an estimated $2,088,740
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:
- DA Davidson issued a "Buy" rating on 09/23/2025
- Rosenblatt issued a "Buy" rating on 08/05/2025
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:
- Thomas Diffely from DA Davidson set a target price of $24.0 on 09/23/2025
- Blair Abernethy from Rosenblatt set a target price of $31.0 on 08/05/2025
Full Release
SANTA CLARA, Calif., Oct. 01, 2025 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS), today announced the upcoming release of the next generation of its Exensio AI/ML (i.e. ModelOps) solution: Exensio Studio AI.
For nearly 20 years PDF Solutions has provided leading data solutions for semiconductor manufacturing. Over the years, the scope of the PDF Solutions Platform has evolved in response to the growing reliance on big data analytics to deliver operational efficiency and to include the latest developments in IT technology.
Now, added to that Platform is the new Exensio Studio AI that combines Exensio analytics and Tiber™ AI Studio (formerly cnvrg.io), which PDF Solutions is licensing from Intel Corporation.
Across the semiconductor industry, Exensio software is the leading commercial, comprehensive solution for data analytics for mission critical use cases. Exensio Studio AI will integrate with the Exensio manufacturing data infrastructure and is designed to leverage the PDF Solutions’ semantic model to clean, normalize, and align FDC, characterization, test, assembly, and supply chain data. Exensio Studio AI is architected to streamline and accelerate the AI development lifecycle and designed to allow data scientists, engineers, and operations managers to build, train, deploy, and manage machine learning (ML) models across their manufacturing operations and supply chain. Exensio Studio AI is further architected to support the deployment of these models at a variety of end points, from cloud applications to manufacturing shop floor and semiconductor test cells running at external locations leveraging PDF Solutions’ global DEX ™ network and secure remote connectivity solutions.
Key design features of Exensio Studio AI include:
- Full Stack MLOps: to manage the entire ML lifecycle from research to production.
- Flexibility: to support multi-cloud, hybrid-cloud, and on-premises deployments using Kubernetes.
- Automation: to automate ML pipelines, tracking, and monitoring.
- Collaboration: to provide a collaborative environment for data science teams and operational teams to collaborate on the development of models.
- Hardware Agnostic: to be able to run on various hardware configurations.
- Trusted Data Source: to integrate with Exensio analytics to access clean, aligned, trusted manufacturing data.
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Openness: to support Bring Your Own Model and Bring Your Own Algorithm modes.
Intel Corporation already uses Tiber AI Studio to build, deploy, and manage AI models across its manufacturing operations, and now plans to deploy Exensio Studio AI to benefit from the single, big-data repository for all manufacturing data that Exensio provides. “Standardizing on Exensio analytics, in general, and Exensio Studio AI, in particular, is a critical element to the simplification of our manufacturing data infrastructure and will be key to deliver operational efficiency across the corporation,” said Aziz Safa, GM of Intel Foundry Automation.
New Licenses and Support for Existing Users
PDF Solutions will also continue the distribution and support of Tiber AI Studio as a stand-alone product available from PDF Solutions under the name Exensio Workbench for AI.
PDF Solutions is open to offer commercial technical support, including a migration roadmap, for continued use by, and support of prior customers of Intel's Tiber AI Studio.
Companies interested in licensing or support should contact PDF Solutions at [email protected] .
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
The statements in this press release contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934. These statements include, but are not limited to, statements related to the Company’s expectations regarding product development plans and potential market acceptance 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. Risks and uncertainties that could cause results to differ materially include risks associated with: the effectiveness of the PDF Solutions’ business and technology strategies; current semiconductor industry trends and competition; rates of adoption of PDF Solutions’ 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; PDF Solutions’ customers, operations, and supply and demand for its products; and other risks and uncertainties discussed in PDF Solutions’ periodic public filings with the SEC, including, without limitation, its Annual Report on Form 10-K for the year ended December 31, 2024. All forward-looking statements and information included herein is given as of the filing date of this press release and based on information available to PDF Solutions at the time of this press release and future events or circumstances could differ significantly from these forward-looking statements. Unless required by law, PDF Solutions undertakes no obligation to update publicly any such forward-looking statements.
DEX, Exensio, PDF Solutions, the PDF Solutions logo, and secureWISE, are trademarks or registered trademarks of PDF Solutions, Inc. and/or its subsidiaries in the United States and other countries. The Tiber trademark is the property of Intel Corporation. Other trademarks used herein are the property of their owners.
Company Contacts: | |
Sonia Segovia | Adnan Raza |
Investor Relations |
Chief Financial Officer
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Tel: (408) 938-6491 | Tel: (408) 9280-7900 |
Email: [email protected] | Email: [email protected] |