PDF Solutions Inc (NASDAQ: PDFS) is a semiconductor process control and data analytics company that provides software, services, and integrated circuit design solutions to semiconductor manufacturers. The company earns revenue through software licensing, data analytics subscriptions, and professional services engagements with chipmakers seeking to improve manufacturing yield and process performance. The 10-K filed 2026-02-24 for the fiscal year ended December 31, 2025 references proprietary software, intellectual property, and strategic alliances as core business assets, with customers operating in semiconductor manufacturing. The filing indicates PDFS is listed on the Nasdaq Global Market. Specific revenue figures, segment breakdowns, customer counts, and competitor names are not supported by the available filing excerpts and are therefore omitted.

Revenue model

The filing references proprietary software, information and technology, and strategic alliances as business assets, indicating a model built around software licensing, data analytics, and professional services to semiconductor manufacturers. Specific revenue figures or segment percentages are not supported by the available excerpts.

Products and services

The filing references proprietary software, intellectual property, and technology related to semiconductor manufacturing process control and yield improvement. Specific product names or brand names are not supported by the available excerpts.

Customers and end markets

Customers operate in semiconductor manufacturing. The filing references macroeconomic factors, inventories, demand, export controls, geopolitical tensions, and investments in semiconductor manufacturing as relevant business drivers. Specific customer names, counts, or concentration data are not supported by the available excerpts.

Value-chain role

Supplier of process control software and data analytics to semiconductor manufacturers, sitting between chip design and volume manufacturing in the semiconductor value chain.

Geographic exposure

Not supported by the available filing excerpts.

Source: SEC 10-K, filed 2026-02-24

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