Financial Overview and Growth Strategy
PDF Solutions and Advantest Partnership - July 2020
Overview of PDF Solutions
Strategic Rationale of Partnership
IC Design
Fab
Sort
Assembly
Test
System
Mfg
Analytics
Test
Operations
Assembly
Operations
■The only end-to-end data and analytics solutions provider for the
semiconductor and electronics manufacturing supply chains
PDF's Exensio Analytics Platform provides a semantic data model to
integrate and align data from across the semiconductor product lifecycle
Best-in-Class Big Data Analytics Platform supporting over 50 data formats
PDF Solutions products and solutions help break down data silos,
unleashing innovation and solving big data challenges.
Overview of Partnership
Development of a software platform based on Exensio ("Advantest Cloud
powered by PDF Exensio") for Advantest's internal & customers use
Joint development and sale of technology solutions based on Advantest
testing platforms and PDF's Exensio analytics software
A 5-year subscription for the PDF Exensio cloud platform and DEX network,
expected to result in >$50 million revenue
Aligned long-term interests through purchase of 3,306,924 PDF common
shares for $65.2 million
PDF remains independent and will continue to work with all equipment
providers in both the front-end and back-end
PDF/SOLUTIONS™
■ Expands and deepens tools supported by Exensio, already at >300 tool types
from >125 equipment companies and >40k connected tools worldwide
Increases number of fabs/OSATs using PDF to communicate product data
Advantest is the established leader in test systems global ecosystem, with
greater than 50% market share
■ Partnering with Advantest allows PDF to further solidify our industry-leading
footprint in the manufacturing & test equipment data collection ecosystem
Benefits for PDF Solutions
Validates PDF strategy of making Exensio an open and independent
analytics platform for partners to use as a base for their own solutions
Creates additional opportunities for PDF at fabless and system companies
from accelerated adoption of Exensio solution for test, as well as revenue
from the Advantest solutions that leverage Exensio
■ Accelerates adoption of DEX nodes connecting customers, manufacturers
and suppliers
■ Accretive deal for PDF stockholders, including share issuance
$65.2 million of additional cash provides a platform to accelerate PDF's
growth and investments going forward
© 2022 PDF Solutions, All Rights Reserved
13View entire presentation