Financial Overview and Growth Strategy
Acquisitions and Product Releases Expanded Scope
Gainshare Model "Selling Time to Volume"
2003
IDS Software Acquisition
Yield analysis
2007
Fabbrix Acquisition
o Si IP for DFM
2008
Triant Acquisition
o FDC
Production
deployment out of
Cassandra-based FDC
for YieldAware FDC
2015
Salland Acquisition
• Test, package, assembly
mgmt
Syntricity Acquisition
• Hosted yield analysis &
product characterization
Established Exensio Test
offering
Subscription Model "Selling Actionable Data"
2018
CV Core
o Proof of concept
Completed major data
type migration to
Cassandra enabling
~20X speedup
2021
Conversion of Quick Start contract to a
large booking for Leading Edge and
Exensio
Siemens collaborates with PDF
Solutions to boost IC yield and speed
time to market
2022 April
Kulicke & Soffa and PDF
Solutions Announce
Collaboration
2022 Q1
GigaDevice Selects PDF
Solutions to Support Rapid
Semiconductor Growth
o DB
2000
AISS Acquisition
• Layout analysis
PDF/SOLUTIONS™
2006
Si Automation Acquisition
○ FDC
Establish Office in Shanghai
• Converting field to
address analytics growth
2010
Extension of YieldAware
FDC to include
consumable analysis
2016
Integration of
Exensio reporting
with Syntricity
dataConductor
and rebranding
as Exensio
Hosted
2017
Kinesys Acquisition
○ Assembly &
packaging
traceability
© 2022 PDF Solutions, All Rights Reserved
2019
StreamMosaic Acquisition
• Al & ML for semi industry
First Big Data Customers on
cloud
First POC processing
integration of
StreamMosaic technologies
with Exensio in Asia
2020
First 8-figure size deal of conversion to
cloud
Bookings of >3x YoY and QoQ
Strong demand in HPC market
Analytics >70% of total revenue
Partnership with Advantest >50%
world's tester market
Cimetrix Acquisition
• Leader in semiconductor equipment
connectivity software
• Enabling smart manufacturing and
smart factory
15View entire presentation