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Long-time PDF Solutions® Customer, DENSO, Acknowledges Contribution of Exensio® Software for its IGBT Manufacturing

PDF Solutions (Nasdaq: PDFS) said long-time customer DENSO acknowledged that PDF Solutions' Exensio analytics software contributed to its 300mm IGBT manufacturing success.

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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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Argus Dec 16 session
-2.97% close to close Open Argus
Details

News Market Reaction – PDFS

On Dec 16, the first trading day after this news, PDFS closed 2.97% below the previous close.

Data tracked by StockTitan Argus for the Dec 16 session.

Key Figures

Wafer size: 300mm
Wafer size
300mm
DENSO’s IGBT manufacturing operations using Exensio software

Historical Context

5 past events · Latest: Dec 01
5 events
  1. Dec 01

    Analyst Day update

    24h Move
    +4.1%

    Analyst Day webcast details and reaffirmed 2025 revenue growth guidance.

  2. Nov 18

    Conference agenda

    24h Move
    +2.1%

    Users Conference and Analyst Day agenda with major semiconductor partners.

  3. Nov 06

    Q3 earnings

    24h Move
    -2.0%

    Record Q3 2025 revenues and reaffirmed growth guidance.

  4. Oct 20

    Earnings date notice

    24h Move
    +0.7%

    Announcement of timing and access details for Q3 2025 results call.

  5. Oct 02

    AI collaboration

    24h Move
    -0.1%

    Collaboration with Lavorro to deliver generative AI assistance for fabs.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

igbt
1 terms
igbt technical
"success of Denso’s 300mm IGBT manufacturing operations."
An IGBT (insulated gate bipolar transistor) is a compact electronic component that switches and controls large amounts of electricity quickly and efficiently, acting like a high-speed on/off valve for power flows. Investors care because IGBTs are key parts in electric vehicles, industrial drives, renewable energy inverters and power grids; their performance, cost and supply can directly affect product efficiency, manufacturing costs and demand across many technology and industrial companies.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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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

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did DENSO say about Exensio and its 300mm IGBT manufacturing for PDFS?

DENSO said Exensio helped accelerate production-level yields and enable high-yield new product launches in 300mm IGBT manufacturing.

How does Exensio support DENSO's manufacturing operations mentioned by PDFS (PDFS)?

Exensio integrates diverse production data across multiple facilities and provides stable data management and analytics that supported yield improvement.

Does the PDFS announcement state any financial impact or revenue figures from DENSO's use of Exensio?

No; the announcement highlights operational benefits but does not disclose financial figures or revenue impact.

Is DENSO a long-term customer of PDF Solutions according to the December 15, 2025 release?

Yes; the release describes DENSO as a long-time customer with a multi-year relationship.

What product and market segment does the PDFS release reference in relation to DENSO's use of Exensio?

The release references 300mm IGBT manufacturing in the automotive parts and semiconductor segment.

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