PDF Solutions to release next-gen AI solution for semiconductor sector

SANTA CLARA - PDF Solutions, Inc. (NASDAQ:PDFS), a semiconductor solutions provider with a market capitalization of $1.03 billion, announced Wednesday it will release Exensio Studio AI, a new generation of its artificial intelligence and machine learning solution for semiconductor manufacturing. According to InvestingPro data, the company has demonstrated strong momentum with impressive revenue growth of 17.76% over the last twelve months.

The new product combines PDF Solutions’ Exensio analytics with Tiber AI Studio, which the company is licensing from Intel Corporation. The solution is designed to streamline the AI development lifecycle for semiconductor manufacturing operations. With a robust gross profit margin of 71.31%, PDF Solutions maintains strong operational efficiency in its existing business lines. InvestingPro analysis reveals 12 additional key insights about the company’s performance and outlook.

According to the company, Exensio Studio AI will integrate with PDF Solutions’ manufacturing data infrastructure and leverage its semantic model to process data from various manufacturing stages. The system is architected to allow data scientists, engineers, and operations managers to build and deploy machine learning models across manufacturing operations. The company’s innovative approach has contributed to its $196 million in revenue over the past twelve months, with analysts expecting continued growth this year.

Key features include full stack MLOps management, support for various cloud deployments, automation capabilities, and hardware-agnostic operation.

Intel Corporation, which already uses Tiber AI Studio, plans to deploy Exensio Studio AI across its operations. "Standardizing on Exensio analytics, in general, and Exensio Studio AI, in particular, is a critical element to the simplification of our manufacturing data infrastructure," said Aziz Safa, GM of Intel Foundry Automation, in the press release.

PDF Solutions will also distribute and support Tiber AI Studio as a standalone product under the name Exensio Workbench for AI, and will offer commercial technical support for prior customers of Intel’s Tiber AI Studio.

The company has been providing data solutions for semiconductor manufacturing for nearly 20 years, with its platform evolving to incorporate big data analytics for operational efficiency. For detailed analysis of PDF Solutions’ financial health, growth prospects, and valuation metrics, investors can access the comprehensive Pro Research Report available on InvestingPro, which covers over 1,400 US equities with expert insights and actionable intelligence.

In other recent news, PDF Solutions reported record revenue growth for the second quarter of 2025, with revenue reaching $51.7 million, slightly surpassing analyst forecasts. The company’s earnings per share stood at $0.19, aligning with market expectations. This growth was attributed to strong analytics revenue and strategic partnerships. Additionally, PDF Solutions secured a significant multi-year contract with a major global semiconductor manufacturer. This agreement involves the deployment of the company’s eProbe tools, Characterization Vehicle infrastructure, and Exensio analytics software across multiple high-volume manufacturing facilities. The contract is an expansion of a prior agreement and highlights the integration of process characterization data with design layout and in-line fabrication data. The eProbe technology, which allows contactless testing of 3D semiconductor structures, is scheduled for deployment in 2025. These recent developments underscore PDF Solutions’ strategic vision in the semiconductor industry.

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