Long-time PDF Solutions® Customer, DENSO, Acknowledges Contribution of Exensio® Software for its IGBT Manufacturing
Rhea-AI Summary
PDF Solutions (Nasdaq: PDFS) said long-time customer DENSO acknowledged that PDF Solutions' Exensio analytics software contributed to its 300mm IGBT manufacturing success.
DENSO noted Exensio helped accelerate the ramp to production-level yields, enable high-yield new product launches, integrate diverse data across facilities, and provide stable data management and analytics. PDF Solutions highlighted the multi-year customer relationship and expressed intent to continue collaboration.
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News Market Reaction – PDFS
On the day this news was published, PDFS declined 2.97%, reflecting a moderate negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
PDFS fell 5.58% while key peers like PRO (-0.04%), RSKD (-1.6%), SPT (-0.54%), and VTEX (-1.54%) saw much smaller moves, pointing to stock-specific dynamics rather than a broad sector move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 01 | Analyst Day update | Positive | +4.1% | Analyst Day webcast details and reaffirmed 2025 revenue growth guidance. |
| Nov 18 | Conference agenda | Positive | +2.1% | Users Conference and Analyst Day agenda with major semiconductor partners. |
| Nov 06 | Q3 earnings | Positive | -2.0% | Record Q3 2025 revenues and reaffirmed growth guidance. |
| Oct 20 | Earnings date notice | Neutral | +0.7% | Announcement of timing and access details for Q3 2025 results call. |
| Oct 02 | AI collaboration | Positive | -0.1% | Collaboration with Lavorro to deliver generative AI assistance for fabs. |
Recent positive news (guidance reaffirmation, events, collaborations) has produced mixed reactions, with both gains and pullbacks, suggesting investors sometimes fade good news.
Over the last few months, PDF Solutions reported record Q3 2025 revenues and reaffirmed its 21–23% annual revenue growth outlook, alongside launching an AI-focused collaboration and hosting user and analyst events. These updates drew both positive and negative price reactions, with some strong gains after guidance reaffirmation and softer responses to earnings and partnership news. Today’s DENSO acknowledgment of Exensio’s role in 300mm IGBT manufacturing fits into this narrative of expanding customer validation for its analytics platform.
Market Pulse Summary
This announcement underscores DENSO’s long-term use of Exensio analytics in 300mm IGBT manufacturing, highlighting contributions to yield ramp and product quality. In recent months, PDF Solutions has reported record Q3 2025 revenues and reaffirmed 21–23% annual growth guidance while expanding AI-focused partnerships. Investors may watch for additional customer endorsements, revenue growth in Analytics, and any follow-on agreements that further validate Exensio’s role in complex semiconductor manufacturing.
Key Terms
igbt technical
AI-generated analysis. Not financial advice.
SANTA CLARA, Calif., Dec. 15, 2025 (GLOBE NEWSWIRE) -- PDF Solutions, Inc. (Nasdaq: PDFS), a leading provider of differentiated data and analytics solutions for the semiconductor and electronics industries, today announced that long-time customer DENSO CORPORATION is highlighting how PDF’s Exensio® analytics software has contributed to the success of Denso’s 300mm IGBT manufacturing operations. DENSO is a global automotive parts manufacturer specializing in advanced automotive technologies, systems, and products.
"Exensio software from PDF Solutions played a key role in accelerating the ramp to production-level yields and enabling the successful launch of high-yield new products in 300mm IGBT manufacturing. By effectively integrating diverse data from multiple production facilities and providing a stable data management and analytics solution, the Exensio solution was very helpful to our manufacturing efforts," said a representative of the Wafer Manufacturing Div, Semiconductor Business Unit, DENSO.
“We have maintained a strong relationship with DENSO over several years and are pleased to hear DENSO credit Exensio software with contribution to their improvement of quality and output of 300mm IGBT manufacturing. We look forward to continued mutual success and a long future together,” said Michael Keleher, President of Japan Business Affairs, PDF Solutions.
About PDF Solutions
PDF Solutions (Nasdaq: PDFS) offers an end-to-end analytics platform that empowers engineers and data scientists across the semiconductor ecosystem to rapidly improve the yield, quality, and profitability of their products. By combining industry-leading data analytics and professional services with exclusive, differentiated product data generated during the manufacturing process, PDF Solutions is delivering on the promise of Industry 4.0 today by transforming how the ecosystem collects, analyzes, and shares data. Key Fortune 500 organizations around the world rely on PDF Solutions to remove the data barriers that encumber and constrain new product introductions and to deliver the machine learning insights that drive efficient and profitable high-volume manufacturing.
Headquartered in Santa Clara, California, PDF Solutions also operates worldwide with subsidiaries in Canada, China, France, Germany, Italy, Japan, Korea, and Taiwan. For the Company’s latest news and information, visit http://www.pdf.com/.
Forward-Looking Statements
This press release includes forward-looking statements regarding the Company’s future expected business performance, including expectations about continued successful use of its products and services by DENSO, which is subject to future events and circumstances. Other than statements of historical fact, all statements contained in this press release are forward-looking statements within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995. Actual results could differ materially from those expressed in any forward-looking statements. Risks and uncertainties that could cause results to differ materially include risks associated with: the effectiveness of the Company’s business and technology strategies; current semiconductor industry trends and competition; project milestones or delays and performance criteria achieved; cost and schedule of new product development and investments in research and development; macroeconomic trends and politics impacting the semiconductor industry, the Company’s customers, operations, and supply and demand for its products; supply chain disruptions; and other risks and uncertainties discussed in PDF Solutions’ periodic public filings with the Securities and Exchange Commission, including, without limitation, its Annual Report on Form 10-K for the year ended December 31, 2024, Quarterly Reports on Form 10-Q, and Current Reports on Form 8-K and any amendments to such reports. All forward-looking statements made in this press release are made as of the date hereof, and PDF Solutions does not assume any obligation to update such statements nor the reasons why actual results could differ materially from those projected in such statements.
Exensio, PDF Solutions, and the PDF Solutions logo are trademarks or registered trademarks of PDF Solutions, Inc. or its subsidiaries.
| Company Contacts: |
| Rick Marshall |
| VP, Global Sales |
| Tel: +1 408 280 7900 |
| Email: rick.marshall@pdf.com |
FAQ
What did DENSO say about Exensio and its 300mm IGBT manufacturing for PDFS?
How does Exensio support DENSO's manufacturing operations mentioned by PDFS (PDFS)?
Does the PDFS announcement state any financial impact or revenue figures from DENSO's use of Exensio?
Is DENSO a long-term customer of PDF Solutions according to the December 15, 2025 release?
What product and market segment does the PDFS release reference in relation to DENSO's use of Exensio?
