PDF Solutions to Host Users Conference and Analyst Day Focusing on Semiconductor Industry Innovations in Santa Clara, CA

PDF Solutions will host a Users Conference and Analyst Day on December 3-4, 2025, focusing on semiconductor innovations.

Quiver AI Summary

PDF Solutions will host its Users Conference and Analyst Day on December 3rd and 4th, 2025, in Santa Clara, CA, addressing the rapid innovation and rising complexity in the semiconductor industry. The event will focus on three key themes: the need for scalable solutions for cross-industry collaboration, the role of AI in managing real-time manufacturing data, and the importance of security and trust through a neutral platform. Attendees can expect insights from industry leaders, including Qualcomm and Intel, as well as discussions on advanced analytics, AI strategies, and solutions for modern manufacturing challenges. The conference aims to facilitate knowledge sharing and relationship building among semiconductor industry professionals. More details are available on the PDF Solutions website.

Potential Positives

PDF Solutions is hosting a high-profile Users Conference and Analyst Day, showcasing its commitment to industry leadership and innovation in the semiconductor sector.
The conference will feature key presentations from industry leaders such as Qualcomm, Intel, and GlobalFoundries, enhancing the company's visibility and networking opportunities within the semiconductor ecosystem.
The event's focus on advanced data and AI solutions highlights PDF Solutions' strategic alignment with current industry trends towards digital transformation and operational efficiency.
Insights from real-world case studies and expert panels will promote knowledge sharing and collaboration, reinforcing PDF Solutions' role as a vital player in addressing semiconductor manufacturing challenges.

Potential Negatives

While the press release aims to showcase the company's ongoing efforts in the semiconductor industry, the heavy reliance on external large clients such as Qualcomm and Intel could indicate a lack of independent market strength.
The press release focuses extensively on the upcoming Users Conference and Analyst Day, which may come across as an attempt to gloss over potential underlying challenges or issues the company might be facing in the competitive semiconductor landscape.

FAQ

What is the PDF Solutions Users Conference 2025?

The PDF Solutions Users Conference 2025 is a high-profile event focused on semiconductor industry innovations, taking place on December 3rd and 4th in Santa Clara, CA.

Who are the keynote speakers at the conference?

Keynote speakers include Mike Campbell from Qualcomm and Aziz Safa from Intel, among others presenting at the event.

What are the main themes of the conference?

The main themes are scalable solutions for industry collaboration, AI applications in semiconductor manufacturing, and enhancing connectivity and security.

How can I register for the conference?

Registration details for the PDF Solutions 2025 Users Conference can be found at https://events.pdf.com/.

What companies will present at the conference?

Presenters include Qualcomm, Intel, GlobalFoundries, SAP, Deloitte, and more, sharing insights and solutions for the semiconductor industry.

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 Hedge Fund Activity

We have seen 101 institutional investors add shares of $PDFS stock to their portfolio, and 99 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

WASATCH ADVISORS LP removed 643,555 shares (-54.0%) from their portfolio in Q3 2025, for an estimated $16,616,590
ARROWMARK COLORADO HOLDINGS LLC added 386,788 shares (+595.1%) to their portfolio in Q3 2025, for an estimated $9,986,866
CANNELL CAPITAL LLC added 337,315 shares (+inf%) to their portfolio in Q3 2025, for an estimated $8,709,473
LOOMIS SAYLES & CO L P added 321,637 shares (+774.2%) to their portfolio in Q3 2025, for an estimated $8,304,667
NUVEEN, LLC removed 228,005 shares (-73.9%) from their portfolio in Q3 2025, for an estimated $5,887,089
MORGAN STANLEY removed 210,432 shares (-37.1%) from their portfolio in Q3 2025, for an estimated $5,433,354
ROUBAIX CAPITAL, LLC added 206,348 shares (+inf%) to their portfolio in Q3 2025, for an estimated $5,327,905

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 $28.5.

Here are some recent targets:

Blair Abernethy from Rosenblatt set a target price of $33.0 on 10/30/2025
Thomas Diffely from DA Davidson set a target price of $24.0 on 09/23/2025

Full Release

SANTA CLARA, Calif., Nov. 18, 2025 (GLOBE NEWSWIRE) -- On December 3rd and 4 ^th , 2025, PDF Solutions will host its Users Conference and Analyst Day in Santa Clara, CA.

The semiconductor industry is experiencing accelerated innovation; demand has never been higher, complexity never greater, and the opportunities never more exciting. More than ever, PDF Solutions seeks to anticipate and support the semiconductor industry’s transformation by delivering advanced data and AI solutions aimed at accelerating technology development and increasing operational effectiveness across the entire semiconductor industry supply chain. This year the PDF Solutions Users Conference’s program is organized around three themes:

The semiconductor industry requires highly scalable solutions to support cross industry collaboration.
The transformative application of AI across the semiconductor supply chain is predicated on the availability of, and ability to handle, real time, clean, aligned manufacturing data.
Connectivity, security, and trust across the semiconductor supply chain are best delivered by a neutral industry platform.

To address these three themes, this high-profile industry event will cover the breadth of the PDF Solutions platform, and feature expert insights, real-world case studies, and interactive discussions designed to address the most pressing challenges in modern semiconductor manufacturing.

Specifically, it will include presentations from Qualcomm, Intel, GlobalFoundries, STMicroelectronics, SAP, Deloitte, onsemi, ASML, Advantest, Teradyne, Siemens , and more. It is a unique opportunity to spark conversations, share hard-won insights, and build the relationships that will drive our industry forward.

Detailed Agenda

Wednesday December 3 ^rd , 2025

Morning Plenary Session 9am to 12pm

Keynote : Mike Campbell, Sr. VP Engineering, Qualcomm
Presentation : John Kibarian, CEO, PDF Solutions, Industry perspective and PDF Solutions strategy update
Keynote : Aziz Safa, Corporate VP & GM Intel Foundry Automation, Intel
Presentation : Said Akar, GM & Development leader, PDF Solutions – PDF Solutions technical strategy
Additional Presentations : eBeam solutions for semiconductor manufacturing & test with contributions from Intel , Multibeam , PDF Solutions

Wednesday December 3 ^rd , 2025

Afternoon Plenary Session 1pm to 5pm

Solutions for Advanced Test
- Exensio Test Solutions updates
- Data Feed Forward and AI ModelOps for test solutions
- Panel discussion with Advantest, Teradyne, PDF Solutions

Deep Dive on PDF Solutions AI and Technical Strategy
- PDF Solutions AI Strategy
- Introducing Exensio Studio AI, with demos and case study presented by PDF Solutions and Intel
- AI solutions for design data, in cooperation with Siemens
- Scalable Analytics architecture with LLM integration

Wednesday December 3 ^rd , 2025

Financial Analysts Session 3:15pm to 5pm

Cocktails & Dinner 6:00pm to 9:00pm

Tom Caulfield, Executive Chairman, GlobalFoundries, in conversation with John Kibarian, CEO, PDF Solutions

Thursday December 4th, 2025

Morning Plenary Session 8:30am to 12:30pm

Equipment and Fab integration solutions for secure, remote equipment connectivity and control
- Customer presentation - ASML
Manufacturing Data analytics for Fab and Advanced Packaging
- Customer presentations – Intel, OSRAM AMS, onsemi, UCSB

Afternoon Plenary Session 1:15pm to 4:00pm

Accelerating digital transformation in semiconductor manufacturing
Enterprise integration and Operational Product Costing solutions

- Panel discussion with Deloitte and SAP
Test and Supply Chain Orchestration
Solution overview and demonstration

- Customer presentations – STMicroelectronics, Silicon Motion

Additional information, including agenda, speakers, logistics and registration for the PDF Solutions 2025 Users Conference can be found using the following link:
https://events.pdf.com/

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

PDF Solutions 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.

Company Contacts

Christophe Begue
VP, Corporate Strategic Marketing
Email: [email protected]

Sonia Segovia
Investor Relations
P: +1 (408) 838-6491
Email: [email protected]