PDF SOLUTIONS INC (PDFS)
Information Technology · Semiconductor manufacturing analytics and process optimization software · NASDAQ
PDF Solutions transforms semiconductor manufacturing through an AI-ready data platform that standardizes data ingestion and analytics across characterization, process development, and high-volume production.
What PDF SOLUTIONS INC does
PDF Solutions provides comprehensive data and analytics solutions designed for semiconductor and electronics manufacturers to improve yield, quality, and operational efficiency. The company's platform spans characterization, process development, high-volume manufacturing, test, and assembly, serving integrated device manufacturers (IDMs), foundries, fabless companies, equipment manufacturers, and other ecosystem participants. Revenues come from platform-based licenses and SaaS offerings (including DirectScan, eProbe, Characterization Vehicle systems, and secureWISE data) and volume-based fees such as Cimetrix runtime licenses and royalties.
Themes: ["Semiconductor manufacturing analytics","Yield and quality optimization","AI/ML for process control","Data infrastructure and analytics","Semiconductor inspection and testing","Operational efficiency in manufacturing"]
Fundamentals
- Price$55.93 as of 2026-07-09 close
- Market cap$2.4B as of 2026-07-10
- 1-year return+136.0% as of 2026-07-09 close
- P/E328.91 as of 2026-07-10
- Net margin+3.1% as of 2026-07-10
- Gross margin+72.1% as of 2026-07-10
- ROE+2.7% as of 2026-07-10
- Debt / equity0.24 as of 2026-07-10
- Revenue growth (YoY)+24.4% as of 2026-07-10
- Revenue CAGR (3y)+0.6% SEC XBRL
- Beta1.62 as of 2026-07-10
Key risks (from latest filing)
["Dependence on semiconductor industry cycles and capital equipment spending; revenue concentration among large foundry and IDM customers","Rapid technological change requiring continuous R&D investment in AI and data platform capabilities; risk of platform obsolescence if unable to scale to millions of parameters","Global operations and supply chain exposure; international offices across US, Canada, China, Japan, South Korea, and Taiwan subject to geopolitical and regulatory risks"]
Competitors & peers
- Onto Innovation
- KLA Corporation
- Applied Materials
- Synopsys
- Cadence Design Systems
- Siemens (Mentor Graphics division)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.