PDF Solutions, Inc. (PDFS) Report Analysis
Corporate Events
PDF Solutions, Inc.(NasdaqGS:PDFS) dropped from Russell 2000 Value-Defensive Index
2022-06-24 00:00:00
PDF Solutions, Inc.(NasdaqGS:PDFS) dropped from Russell 2000 Value-Defensive Index
PDF Solutions, Inc.(NasdaqGS:PDFS) dropped from Russell 2000 Defensive Index
2022-06-24 00:00:00
PDF Solutions, Inc.(NasdaqGS:PDFS) dropped from Russell 2000 Defensive Index
PDF Solutions, Inc.(NasdaqGS:PDFS) dropped from Russell 3000 Value Index
2022-06-24 00:00:00
PDF Solutions, Inc.(NasdaqGS:PDFS) dropped from Russell 3000 Value Index
PDF Solutions, Inc.(NasdaqGS:PDFS) dropped from Russell Small Cap Comp Value Index
2022-06-24 00:00:00
PDF Solutions, Inc.(NasdaqGS:PDFS) dropped from Russell Small Cap Comp Value Index
PDF Solutions, Inc.(NasdaqGS:PDFS) dropped from Russell 2500 Value Index
2022-06-24 00:00:00
PDF Solutions, Inc.(NasdaqGS:PDFS) dropped from Russell 2500 Value Index
PDF Solutions, Inc.(NasdaqGS:PDFS) dropped from Russell 2000 Value Index
2022-06-24 00:00:00
PDF Solutions, Inc.(NasdaqGS:PDFS) dropped from Russell 2000 Value Index
PDF Solutions, Inc.(NasdaqGS:PDFS) dropped from Russell 3000E Value Index
2022-06-24 00:00:00
PDF Solutions, Inc.(NasdaqGS:PDFS) dropped from Russell 3000E Value Index
PDF Solutions, Inc.(NasdaqGS:PDFS) dropped from Russell Microcap Value Index
2022-06-24 00:00:00
PDF Solutions, Inc.(NasdaqGS:PDFS) dropped from Russell Microcap Value Index
PDF Solutions, Inc.(NasdaqGS:PDFS) added to Russell 3000 Growth Index
2022-06-24 00:00:00
PDF Solutions, Inc.(NasdaqGS:PDFS) added to Russell 3000 Growth Index
PDF Solutions, Inc.(NasdaqGS:PDFS) added to Russell 2000 Growth Index
2022-06-24 00:00:00
PDF Solutions, Inc.(NasdaqGS:PDFS) added to Russell 2000 Growth Index
PDF Solutions, Inc.(NasdaqGS:PDFS) added to Russell Small Cap Comp Growth Index
2022-06-24 00:00:00
PDF Solutions, Inc.(NasdaqGS:PDFS) added to Russell Small Cap Comp Growth Index
PDF Solutions, Inc.(NasdaqGS:PDFS) added to Russell 2500 Growth Index
2022-06-24 00:00:00
PDF Solutions, Inc.(NasdaqGS:PDFS) added to Russell 2500 Growth Index
PDF Solutions, Inc.(NasdaqGS:PDFS) added to Russell 3000E Growth Index
2022-06-24 00:00:00
PDF Solutions, Inc.(NasdaqGS:PDFS) added to Russell 3000E Growth Index
PDF Solutions, Inc.(NasdaqGS:PDFS) added to Russell Microcap Growth Index
2022-06-24 00:00:00
PDF Solutions, Inc.(NasdaqGS:PDFS) added to Russell Microcap Growth Index
PDF Solutions, Inc. - Special Call
2022-06-23 05:41:00
Advanced Backend Automation Technology
PDF Solutions, Inc. Provides Revenue Guidance for the Full Year 2022
2022-05-12 20:00:00
PDF Solutions, Inc. provided revenue guidance for the full year 2022. The company expects full year 2022 total revenues to grow between 20% to 25% on a year-over-year basis.
Tranche Update on PDF Solutions, Inc. (NasdaqGS:PDFS)'s Equity Buyback Plan announced on June 12, 2020.
2022-05-12 16:28:00
From January 1, 2022 to April 10, 2022, the company has repurchased 218,788 shares, representing 0.58% for $5.8 million. With this, the company has completed the repurchase of 470,000 shares, representing 1.27% for $10.3 million under the buyback announced on June 12, 2020.
PDF Solutions, Inc. (NasdaqGS:PDFS) announces an Equity Buyback for $35 million worth of its shares.
2022-05-12 16:28:00
PDF Solutions, Inc. (NasdaqGS:PDFS) announces a share repurchase program. Under the program, the company will repurchase up to $35 million of the company's common stock. The program will run over the next 2 years.
Infinitesima Selects PDF Solutions’ Cimetrix® Solution to Accelerate Time-To-Market for Its Metron3d Detection System
2022-05-05 13:00:00
PDF Solutions, Inc. announced that Infinitesima, a European based equipment supplier for the semiconductor industry, has selected the Cimetrix CIMControl Framework software to meet its demanding needs for precision equipment control and the data connectivity requirements of its Metron3D metrology system incorporating its innovative Rapid Probe Microscope (RPM) technology. As the global semiconductor and electronics industries race to transform manufacturing floors into “smart factories,” one critical aspect of this transformation is ensuring that the equipment in the factory is enabled with modern software architectures that fully support industry standards for data connectivity such as SEMI GEM, GEM 300 and EDA/Interface A. In order to mitigate the time-to-market risk associated with developing high quality software in its overall equipment development cycle, Infinitesima turned to PDF Solutions to ensure its innovative RPM system would include the data connectivity and control capabilities that the market and Infinitesima’s customers require. Before working with PDF Solutions, Infinitesima had sold RPM modules that were integrated into larger 3rd party machines. Driven by the growing need for 3D metrology, the company developed Metron3D, a standalone platform they could sell directly to semiconductor 300mm factories. This required adding full automation to transport wafers throughout the equipment, as well as a control system supporting GEM300 communication, something that was not required when the RPM was integrated into a larger equipment solution. Infinitesima had limited experience working directly with 300mm factories and the testing and integration a standalone, fully-automated piece of equipment would require. By selecting Cimetrix CIMControl Framework software for its control and connectivity needs, Infinitesima was able to take advantage of three key benefits: a single software solution that could support the Metron3D and future standalone products, robust and production-proven equipment control framework with built-in GEM300 testing capabilities that greatly reduced the time for completing the software development, and lastly, a team of industry experts that can assist and augment the Infinitesima internal software development team.
PDF Solutions, Inc., Annual General Meeting, Jun 14, 2022
2022-04-27 20:58:00
PDF Solutions, Inc., Annual General Meeting, Jun 14, 2022, at 10:00 Pacific Standard Time. Location: 2858 de la cruz boulevard Santa Clara California United States Agenda: To consider the election of three members of the board of directors to hold office until the first annual meeting of stockholders that is held after December 31, 2024, or until such director’s respective successor is duly elected and qualified; to consider the ratification of the appointment of BPM LLP as the company’s independent registered public accounting firm for the fiscal year ending December 31, 2022; to consider the approval of the company’s seventh amended and restated 2011 stock incentive plan; to consider the approval, by a non-binding advisory vote, of the compensation of named executive officers; and to consider such other business as may properly come before the annual meeting or any adjournment or postponement thereof.
PDF Solutions, Inc., Q1 2022 Earnings Call, May 12, 2022
2022-04-27 20:05:00
PDF Solutions, Inc., Q1 2022 Earnings Call, May 12, 2022
PDF Solutions, Inc. to Report Q1, 2022 Results on May 12, 2022
2022-04-27 20:05:00
PDF Solutions, Inc. announced that they will report Q1, 2022 results After-Market on May 12, 2022
Horizon Robotics Standardizes on PDF Solutions Exensio(R) Platform for Yield Analytics
2022-04-26 20:05:00
PDF Solutions, Inc. announced that Horizon Robotics has standardized on the Exensio(R) platform for data management and yield analytics of its semiconductor devices with the selection of Exensio Fabless. The general Smart Mobility market is experiencing tremendous growth worldwide driven by Advanced Driver Assistance Systems (ADAS) and Automated Driving (AD) applications. Horizon Robotics recognized this new era of innovation andtechnology advancement would require a new and innovative approach to manage and analyze its diverse product data. To stay ahead of the expected growth in data volume and the increasing complexity of their manufacturing and test supply chain, Horizon Robotics selected Exensio Fabless as their foundation for product lifecycle data management and advanced analytics.
Kulicke & Soffa and PDF Solutions Announce Collaboration to Deliver New Smart Manufacturing Solutions
2022-04-12 13:05:00
Kulicke and Soffa Industries, Inc. and PDF Solutions, Inc. announced their existing relationship is expanding to address the challenges of production system control and variability reduction in semiconductor assembly and packaging. As more companies adopt innovative packaging and assembly technologies to bring new products to market, it has become essential to apply smart manufacturing methods to identify the root cause of packaging and assembly issues that impact product yield, quality, and cost. Fast-growing advanced packaging methodologies such as System-in-Package (SiP) and Multi-Chip Modules (MCM), are providing performance, power, form-factor and cost improvements, without relying on traditional device-scaling techniques. However, the shift from a transistor focus to a packaging and assembly focus has brought new engineering challenges. The increased demands placed on tool control in assembly will require big-data collection and analytical techniques to optimize these emerging packaging solutions. The Kulicke & Soffa (K&S) and PDF Solutions collaboration is intended to combine assembly Fault Detection and Classification (FDC) data, collected by K&S' RPM™ (Real-time Process Monitoring) data-enabled tools, with artificial intelligence (AI) and machine learning (ML) capabilities from PDF Solutions' Exensio® platform. The unification of RPM and Exensio analytic capabilities is being designed to enable insights to directly enhance advanced assembly issue dispositioning and containment, driving yield and efficiency gains for customers. In addition to these production benefits, this collaboration is also intended to help alleviate the ongoing chip shortage. These combined capabilities are being architected to also identify out-of-control process and equipment issues before they require unanticipated downtime, enhancing system throughput and delivering more chips to market from existing manufacturing capacity. K&S and PDF Solutions will support early adopters through an Early Access Program.
PDF Solutions, Inc.'s Equity Buyback announced on June 12, 2022, has expired.
2022-04-11 00:00:00
The company expired its plan on April 11, 2022.
PDF Solutions, Inc. authorizes a Buyback Plan.
2022-04-11 00:00:00
The Board of Directors of PDF Solutions, Inc. has authorized a buyback plan on April 11, 2022.
Tranche Update on PDF Solutions, Inc. (NasdaqGS:PDFS)'s Equity Buyback Plan announced on June 12, 2020.
2022-03-01 16:20:00
From October 1, 2021 to December 31, 2021, the company has repurchased 0 shares, representing 0% for $0 million. With this, the company has completed the repurchase of 251,212 shares, representing 0.68% for $4.5 million under the buyback announced on June 12, 2020.
PDF Solutions, Inc. Presents at Lytham Partners Spring 2022 Investor Conference, Apr-04-2022
2022-03-01 15:00:00
PDF Solutions, Inc. Presents at Lytham Partners Spring 2022 Investor Conference, Apr-04-2022 .
Lytham Partners, LLC, Lytham Partners Spring 2022 Investor Conference, Apr 04, 2022 through Apr 07, 2022
2022-02-28 17:53:00
Lytham Partners, LLC, Lytham Partners Spring 2022 Investor Conference, Apr 04, 2022 through Apr 07, 2022.
PDF Solutions, Inc. Presents at SEMICON China 2022, Jun-15-2022
2022-02-25 02:18:00
PDF Solutions, Inc. Presents at SEMICON China 2022, Jun-15-2022 . Venue: National Exhibition and Convention Center, nearby Hongqiao Airport, Shanghai, China.
Silicon Saxony e.V., 20th European Advanced Process Control and Manufacturing (APC|M) Conference, Apr 04, 2022 through Apr 06, 2022
2022-02-19 06:32:00
Silicon Saxony e.V., 20th European Advanced Process Control and Manufacturing (APC|M) Conference, Apr 04, 2022 through Apr 06, 2022.
PDF Solutions, Inc. Presents at 20th European Advanced Process Control and Manufacturing (APC|M) Conference, Apr-05-2022
2022-02-19 06:32:00
PDF Solutions, Inc. Presents at 20th European Advanced Process Control and Manufacturing (APC|M) Conference, Apr-05-2022 . Speakers: Jon Holt, Sr. Product Manager.
SmartSens Selects PDF Solutions Exensio Fabless for Data Analytics of CMOS Image Sensors
2022-01-27 21:00:00
PDF Solutions, Inc. announced that SmartSens has selected Exensio® Fabless as the platform to perform data management and analytics for their entire family of CIS products. With the rapid growth in the smart video market segment, the demand for CIS products in security monitoring, automotive, and machine vision has surged in recent years. To keep pace with this increase in market demand and SmartSens’ accelerated development of new products, the company chose PDF Solutions Exensio Fabless as its enterprise data analytics platform. SmartSens has experienced superior performance and flexibility with Exensio Fabless, as well as powerful analytic templates, the combination of which has enabled SmartSens engineers to achieve a 50% reduction root cause analysis time. As a result, SmartSens reports bringing new products to market faster with exceptional product yield.
SEMI, SEMICON China 2022, Jun 15, 2022 through Jun 17, 2022
2022-01-19 09:11:00
SEMI, SEMICON China 2022, Jun 15, 2022 through Jun 17, 2022. Venue: National Exhibition and Convention Center, nearby Hongqiao Airport, Shanghai, China.
PDF Solutions, Inc. Provides Revenue Guidance for the Full Year 2021
2021-11-09 21:00:00
PDF Solutions, Inc. provided revenue guidance for the full year 2021. The company expects total revenues to grow, on a year over year basis, near the top end of previously communicated 20-25% range.
PDF Solutions, Inc. Appoints Ye Jane Li to its Board of Directors
2021-11-04 13:00:00
PDF Solutions, Inc. announced that Ye Jane Li has joined the company’s Board of Directors as an independent director effective November 3, 2021. Ms. Li has over 20 years of experience in the high-tech industry, with expertise in growing numerous businesses and managing large P&Ls across Fortune 500 companies. Ms. Li currently serves as a Strategic Advisor for Diversis Capital, where she provides strategic guidance and advisory on M&As and turnarounds of mid-market technology companies especially in SaaS, Cloud and IoT. She also serves on the boards of directors at several public and private companies, including CTS Corporation, Semtech Corporation, Knowles Corporation, and ServicePower. Before joining Diversis Capital, Ms. Li was a COO of Huawei Enterprise USA Inc., and was the General Manager for Huawei Symantec USA, Inc. and Fujitsu Compound Semiconductor Inc. Prior to that, she served in multiple executive positions at Corning Inc, NeoPhotonics, and Novalux.
PDF Solutions, Inc., Q3 2021 Earnings Call, Nov 09, 2021
2021-10-25 20:05:00
PDF Solutions, Inc., Q3 2021 Earnings Call, Nov 09, 2021
PDF Solutions, Inc. to Report Q3, 2021 Results on Nov 09, 2021
2021-10-25 20:05:00
PDF Solutions, Inc. announced that they will report Q3, 2021 results After-Market on Nov 09, 2021
PDF Solutions, Inc. Presents at Lytham Partners Fall Conference, Oct-05-2021
2021-09-21 20:45:00
PDF Solutions, Inc. Presents at Lytham Partners Fall Conference, Oct-05-2021 .
New Solution for Dynamic Parametric Test Is First Integrated Product from Advantest and PDF Solutions Partnership
2021-09-15 07:05:00
Advantest Corporation and PDF Solutions Inc. have launched their first jointly developed offering since forming a partnership in July 2020. The new Advantest Cloud Solutions (ACS) Dynamic Parametric Test (DPT) powered by PDF Exensio® solution is already being used in production by a large integrated device manufacturer. ACS is a highly secure single scalable data platform enabling an open solution ecosystem that helps customers address the most pressing challenges of the Smart Manufacturing era. This new solution integrates PDF Solutions’ Exensio® portfolio of data analytics with Advantest’s V93000 Parametric Test System. The ACS DPT solution is designed to optimize parametric testing on the V93000 test platform with real-time performance and minimal human interaction. Test flows within ACS DPT are designed to be adjusted dynamically to improve test coverage, enhance the characterization of aberrant measurements, and more efficiently collect additional data to support root-cause identification and downstream analytics. ACS DPT is designed to streamline this flow by allowing users to fully determine a wafer’s condition during initial testing. Collected data can be analyzed nearly instantaneously, allowing the test process to be fine-tuned in real time. The improved approach achieved with ACS helps eliminate the need for re-testing while also conserving product engineers’ valuable time and talents.
Lytham Partners, LLC, Lytham Partners Fall Conference, Oct 05, 2021 through Oct 07, 2021
2021-08-26 14:33:00
Lytham Partners, LLC, Lytham Partners Fall Conference, Oct 05, 2021 through Oct 07, 2021.
PDF Solutions, Inc. Presents at D.A. Davidson 20th Annual Software & Internet Virtual Conference, Sep-09-2021 02:00 PM
2021-08-24 13:56:00
PDF Solutions, Inc. Presents at D.A. Davidson 20th Annual Software & Internet Virtual Conference, Sep-09-2021 02:00 PM. Speakers: Adnan Raza, Executive VP of Finance & CFO, John K. Kibarian, Co-Founder, CEO, President & Director.
PDF Solutions to Seek Acquisition Opportunities
2021-08-10 21:00:00
PDF Solutions, Inc. (NasdaqGS:PDFS) will look for acquisition opportunities. Adnan Raza, Executive Vice President and Chief Financial Officer said, "We believe that the strength of our balance sheet positions us well to consider strategic acquisition opportunities as they become available".
PDF Solutions, Inc. Provides Revenue Guidance for the Calendar Year 2021
2021-08-10 20:34:00
PDF Solutions, Inc. provided revenue guidance for the calendar year 2021. The company expects total revenues for calendar year 2021 to grow between 20% to 25% compared to calendar year 2020.
Tranche Update on PDF Solutions, Inc. (NasdaqGS:PDFS)'s Equity Buyback Plan announced on June 12, 2020.
2021-08-10 16:41:00
From April 1, 2021 to June 30, 2021, the company has repurchased 0 shares, representing 0% for $0 million. With this, the company has completed the repurchase of 251,212 shares, representing 0.68% for $4.5 million under the buyback announced on June 12, 2020.
PDF Solutions, Inc. Presents at Rosenblatt Securities Technology Summit – The Age of AI Scaling, Aug-26-2021 01:00 PM
2021-07-28 13:42:00
PDF Solutions, Inc. Presents at Rosenblatt Securities Technology Summit – The Age of AI Scaling, Aug-26-2021 01:00 PM. Speakers: John K. Kibarian, Co-Founder, CEO, President & Director.
Rosenblatt Securities Inc., Rosenblatt Securities Technology Summit – the Age of AI Scaling, Aug 24, 2021 through Aug 26, 2021
2021-07-28 08:31:00
Rosenblatt Securities Inc., Rosenblatt Securities Technology Summit – The Age of AI Scaling, Aug 24, 2021 through Aug 26, 2021.
PDF Solutions, Inc. to Report Q2, 2021 Results on Aug 10, 2021
2021-07-27 13:00:00
PDF Solutions, Inc. announced that they will report Q2, 2021 results After-Market on Aug 10, 2021
PDF Solutions, Inc., Q2 2021 Earnings Call, Aug 10, 2021
2021-07-27 13:00:00
PDF Solutions, Inc., Q2 2021 Earnings Call, Aug 10, 2021
PDF Solutions, Inc. has filed a Shelf Registration in the amount of $40.2075 million.
2021-07-09 00:00:00
PDF Solutions, Inc. has filed a Shelf Registration in the amount of $40.2075 million. Security Name: Common Stock Securities Offered: 2,250,000 Transaction Features: ESOP Related Offering
Fundamental Summary
PDF released impressive Q1 results on 2022-05-12. Their positive growth and income factors indicate that PDF is likely to continue to produce impressive results for the foreseeable future, as well. There should be significant upside potential for the stock looking forward. We gave PDF a 82 rating and a BUY recommendation.
PDF reported earnings results for the first quarter ended March 31, 2022. For the first quarter, the company reported sales was USD 33.5 million compared to USD 24.2 million a year ago. Revenue was USD 33.5 million compared to USD 24.2 million a year ago. Net loss was USD 4.15 million compared to USD 7.6 million a year ago. Basic loss per share from continuing operations was USD 0.11 compared to USD 0.21 a year ago. Diluted loss per share from continuing operations was USD 0.11 compared to USD 0.21 a year ago.
Business Description
PDF provides proprietary software and physical intellectual property products for integrated circuit designs, electrical measurement hardware tools, proven methodologies, and professional services in the United States, China, Japan, Taiwan, and internationally. The company offers Exensio software products, such as Manufacturing Analytics that stores collected data in a common environment with a consistent view for enabling product engineers to identify and analyze production yield, performance, reliability, and other issues; Process Control that provides failure detection and classification capabilities for monitoring, alarming, and controlling manufacturing tool sets; Test Operations that offers data collection and analysis capabilities; and Assembly Operations that provides device manufacturers with the capability to link assembly and packaging data, including fabrication and characterization data over the product life cycle. It also provides design-for-inspection (DFI) Systems, such as DFI on-chip instruments; eProbe non-contactless E-beam tool; and Characterization Vehicle (CV) system, which includes CV test chips and pdFasTest electrical testers, as well as Exensio characterization software, designed to analyze the measurements collected from DFI on-chip instruments using the eProbe tool. In addition, the company offers Cimetrix software products that enables equipment manufacturers to provide industry standard interfaces on their products; and software-as-a-service, software related services, and characterization services. It sells its technologies and services through direct sales force, service teams, and strategic alliances to integrated device manufacturers, fabless semiconductor companies, foundries, equipment manufacturers, electronics manufacturing suppliers, original device manufacturers, out-sourced semiconductor assembly and test, and system houses. The company was founded in 1991 and is headquartered in Santa Clara, California.
Sector Overview
PDF is included in the Semiconductors & Semiconductor Equipment according to GICS (global industry classification standard). The Semiconductors & Semiconductor Equipment industry is part of the Information Technology sector. It includes manufacturers of semiconductors, semiconductor equipment, and related products. PDF's industry and sector affiliation are expected to negatively affect their likelihood to overperform the market in the upcoming period, as other sectors appear more likely to benefit from the macroeconomic environment we see now.
Fundamental Highlights
| Parameter | Value | Change | Score | |
|---|---|---|---|---|
| Return on Equity | -8.2 | 13.1% | 88 | |
| Net Cashflow | -41.5 | -577.0% | 81 | |
| Capital Expenditure | -5.2 | -29.1% | 45 | |
| Asset Turnover | 0.4 | 13.3% | 92 | |
| Free Cashflow | 0.3 | 5314.9% | 98 |
* All values are TTM
The below chart reflects PDF's birds-eye view on its performance with respect to its peers, the company's fillings as reported or to a similar industry, market cap, and country of origin. While PDF's peer average final assessment score stands on 69.0, PDF's score is 82.
- PDFS
- Peers average
Technical Analysis
When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. PDF's stock is now priced above its 5-day, but below its 50-day and 200-day moving average, while its MACD (moving average convergence divergence) indicates that the stock's price movement momentum is weakening. Historically, this is a positive setup in the near-term. Meanwhile, looking at the Stochastic Oscillator and RSI (relative strength index), PDF's stock indicates that it's likely oversold. Overall, these technical indicators signal negative momentum. Therefore, this stock received a cumulative TA (technical analysis) score of 52.
5D MA
20.78
50D MA
22.86
200D MA
26.11
MACD
-0.74
RSI
7.26
STOCH
58.11
Balance Sheet Analysis
Two main balance sheet metrics are driving the positive outlook for PDF's financial strength going forward. PDF reported a positive trendline in their cash and cash equivalents metrics. Specifically, they reported that cash and cash equivalents were 35.8, representing 29.3% change from the last report. Its impressive cash and cash equivalents metrics should support upward pressure on its's stock price. Consequently, their cash and cash equivalents movement received a grade of 90. Also, The company's assets section could set high expectations for PDF's future attractiveness, as they went to 265.6, which is a -3.0% change from the last period. This growth should support upward pressure on its's stock price, which better captures their intrinsic value. Therefore, its asset component earned a score of 81. At the same time, one critical balance sheet metric, Book Value Factors, was notably weak. PDF's price to book ratio (P/B) was reported as 4.0 and represents -25.3% change from the previous report. This characteristic can affect companies in the same industry and market capitalization by up to 8.4%. The company's book value factors were lackluster and showed that management hasn't figured out how to overperform expectations. Therefore, their book value factors earned a score of 51. Consequently, the company's balance sheet earned a rank of 63.
| Parameter | Value | Change | Score |
|---|---|---|---|
| Assets | 265.6 | -3.0% | 81 |
| Liabilities | 52.0 | -4.0% | 54 |
| Price to Book | 4.0 | -25.3% | 51 |
| Cash & Equivalents | 35.8 | 29.3% | 90 |
| Equity | 213.6 | -2.7% | 63 |
The below chart describes PDF's performance as reflected on its balance sheet with respect to its peers. While PDF received a balance sheet score of 63, the average of its peers stands on 68.0.
- PDFS
- Peers average
| Name | Market Cap | Liabilities Movement | Asset Change | Equity/Intangibles Adjustments | Cash & Equivalents | Book Value Momentum | Balance Sheet | mc_sort | Hidden |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA Corporation | 400.2B | 78 | 70 | 65 | 97 | 54 | 71 | 0 | 1 |
| Intel Corporation | 154.5B | 65 | 69 | 76 | 90 | 81 | 77 | 1 | 1 |
| QUALCOMM Incorporated | 147.4B | 57 | 71 | 96 | 80 | 80 | 82 | 2 | 1 |
| Texas Instruments Incorporated | 142.2B | 63 | 69 | 87 | 46 | 84 | 76 | 3 | 1 |
| Advanced Micro Devices, Inc. | 130.9B | 93 | 61 | 78 | 96 | 80 | 88 | 4 | 1 |
| Broadcom Inc. | 102.5B | 67 | 79 | 58 | 56 | 55 | 62 | 5 | 1 |
| Applied Materials, Inc. | 82.7B | 71 | 72 | 63 | 41 | 55 | 60 | 6 | 1 |
| Analog Devices, Inc. | 77.2B | 62 | 80 | 66 | 66 | 66 | 69 | 7 | 1 |
| Micron Technology, Inc. | 64.6B | 73 | 69 | 85 | 76 | 74 | 81 | 8 | 1 |
| Lam Research Corporation | 60.8B | 72 | 77 | 58 | 51 | 45 | 60 | 9 | 1 |
| KLA Corporation | 49.3B | 75 | 62 | 73 | 53 | 66 | 66 | 10 | 1 |
| NXP Semiconductors N.V. | 40.5B | 71 | 68 | 56 | 62 | 76 | 64 | 11 | 1 |
| Marvell Technology, Inc. | 38.5B | 71 | 84 | 50 | 46 | 51 | 60 | 12 | 1 |
| Microchip Technology Incorporated | 33.0B | 65 | 84 | 76 | 72 | 66 | 79 | 13 | 1 |
| GLOBALFOUNDRIES Inc. | 23.9B | 81 | 65 | 74 | 82 | 74 | 78 | 14 | 1 |
| ON Semiconductor Corporation | 22.9B | 74 | 68 | 77 | 89 | 82 | 81 | 15 | 1 |
| Monolithic Power Systems, Inc. | 18.5B | 85 | 64 | 76 | 92 | 80 | 84 | 16 | 1 |
| Skyworks Solutions, Inc. | 15.5B | 69 | 77 | 63 | 46 | 52 | 62 | 17 | 1 |
| SolarEdge Technologies, Inc. | 15.5B | 77 | 62 | 78 | 96 | 85 | 81 | 18 | 1 |
| Teradyne, Inc. | 15.3B | 49 | 81 | 62 | 45 | 47 | 52 | 19 | 1 |
| Entegris, Inc. | 14.1B | 62 | 70 | 75 | 55 | 78 | 70 | 20 | 1 |
| Qorvo, Inc. | 10.2B | 64 | 83 | 64 | 67 | 55 | 67 | 21 | 1 |
| First Solar, Inc. | 7.2B | 76 | 70 | 50 | 58 | 58 | 59 | 22 | 1 |
| Lattice Semiconductor Corporation | 6.8B | 53 | 79 | 78 | 60 | 64 | 68 | 23 | 1 |
| MKS Instruments, Inc. | 5.8B | 60 | 73 | 73 | 76 | 72 | 70 | 24 | 1 |
| Silicon Laboratories Inc. | 5.3B | 89 | 81 | 59 | 45 | 48 | 72 | 25 | 1 |
| Universal Display Corporation | 5.2B | 57 | 76 | 83 | 85 | 69 | 75 | 26 | 1 |
| CMC Materials, Inc. | 5.1B | 65 | 78 | 73 | 87 | 82 | 81 | 27 | 1 |
| Tower Semiconductor Ltd. | 5.1B | 68 | 72 | 69 | 61 | 58 | 65 | 28 | 1 |
| Synaptics Incorporated | 4.9B | 71 | 71 | 79 | 92 | 76 | 81 | 29 | 1 |
| Power Integrations, Inc. | 4.4B | 56 | 82 | 58 | 79 | 53 | 61 | 30 | 1 |
| Amkor Technology, Inc. | 4.2B | 70 | 68 | 75 | 74 | 77 | 75 | 31 | 1 |
| Cirrus Logic, Inc. | 4.1B | 73 | 76 | 81 | 96 | 73 | 86 | 32 | 1 |
| Allegro MicroSystems, Inc. | 4.0B | 68 | 69 | 74 | 81 | 76 | 74 | 33 | 1 |
| Semtech Corporation | 3.5B | 58 | 79 | 68 | 67 | 64 | 67 | 34 | 1 |
| MACOM Technology Solutions Holdings, Inc. | 3.3B | 65 | 75 | 74 | 38 | 74 | 70 | 35 | 1 |
| FormFactor, Inc. | 3.1B | 72 | 70 | 84 | 82 | 80 | 84 | 36 | 1 |
| Diodes Incorporated | 3.0B | 47 | 78 | 71 | 51 | 71 | 62 | 37 | 1 |
| SunPower Corporation | 3.0B | 72 | 81 | 42 | 83 | 54 | 61 | 38 | 1 |
| Silicon Motion Technology Corporation | 2.8B | 40 | 85 | 60 | 40 | 48 | 54 | 39 | 1 |
| MaxLinear, Inc. | 2.7B | 68 | 71 | 75 | 85 | 74 | 76 | 40 | 1 |
| Nova Ltd. | 2.7B | 86 | 45 | 75 | 48 | 82 | 61 | 41 | 1 |
| Ambarella, Inc. | 2.6B | 46 | 75 | 74 | 86 | 65 | 64 | 42 | 1 |
| Kulicke and Soffa Industries, Inc. | 2.6B | 46 | 83 | 60 | 76 | 56 | 58 | 43 | 1 |
| Rambus Inc. | 2.4B | 43 | 83 | 41 | 95 | 54 | 48 | 44 | 1 |
| Canadian Solar Inc. | 2.0B | 91 | 54 | 59 | 62 | 62 | 59 | 45 | 1 |
| Axcelis Technologies, Inc. | 1.9B | 76 | 68 | 84 | 71 | 73 | 81 | 46 | 1 |
| Credo Technology Group Holding Ltd | 1.7B | 94 | 61 | 78 | 79 | 86 | 88 | 47 | 1 |
| Himax Technologies, Inc. | 1.6B | 78 | 55 | 91 | 85 | 95 | 77 | 48 | 1 |
| Impinj, Inc. | 1.4B | 63 | 68 | 79 | 39 | 92 | 72 | 49 | 1 |
| Ultra Clean Holdings, Inc. | 1.4B | 56 | 78 | 69 | 48 | 67 | 63 | 50 | 1 |
| Cohu, Inc. | 1.3B | 53 | 82 | 57 | 59 | 58 | 58 | 51 | 1 |
| Photronics, Inc. | 1.2B | 53 | 85 | 66 | 76 | 66 | 69 | 52 | 1 |
| SMART Global Holdings, Inc. | 1.0B | 89 | 63 | 75 | 95 | 82 | 86 | 53 | 1 |
| Veeco Instruments Inc. | 1.0B | 84 | 71 | 41 | 78 | 47 | 58 | 54 | 1 |
| Alpha and Omega Semiconductor Limited | 929.5M | 89 | 63 | 68 | 87 | 67 | 77 | 55 | 1 |
| CEVA, Inc. | 778.5M | 81 | 74 | 60 | 87 | 60 | 73 | 56 | 1 |
| Ichor Holdings, Ltd. | 754.1M | 59 | 76 | 66 | 38 | 63 | 60 | 57 | 1 |
| Maxeon Solar Technologies, Ltd. | 575.9M | 87 | 68 | 40 | 78 | 38 | 53 | 58 | 1 |
| Enphase Energy, Inc. | 25.7B | 89 | 60 | 39 | 97 | 56 | 58 | 59 | 1 |
| Wolfspeed, Inc. | 8.2B | 96 | 63 | 59 | 97 | 55 | 74 | 60 | 1 |
| Daqo New Energy Corp. | 5.0B | 91 | 62 | 81 | 95 | 93 | 93 | 61 | 1 |
| SiTime Corporation | 3.6B | 57 | 67 | 66 | 73 | 64 | 59 | 62 | 1 |
| Onto Innovation Inc. | 3.6B | 83 | 70 | 67 | 72 | 73 | 78 | 63 | 1 |
| JinkoSolar Holding Co., Ltd. | 3.2B | 86 | 62 | 77 | 94 | 94 | 89 | 64 | 1 |
| Camtek Ltd. | 1.1B | 63 | 61 | 82 | 37 | 90 | 66 | 65 | 1 |
| ACM Research, Inc. | 917.6M | 87 | 57 | 51 | 43 | 50 | 52 | 66 | 1 |
| NeoPhotonics Corporation | 838.5M | 89 | 66 | 49 | 72 | 64 | 66 | 67 | 1 |
| Hanwha Q CELLS Co., Ltd. | 818.9M | 60 | 93 | 47 | 85 | 74 | 72 | 68 | 1 |
| indie Semiconductor, Inc. | 720.1M | 48 | 54 | 72 | 56 | 55 | 44 | 69 | 1 |
| Magnachip Semiconductor Corporation | 667.1M | 56 | 78 | 79 | 72 | 72 | 74 | 70 | 1 |
| Mykrolis Corp. | 657.1M | 77 | 53 | 73 | 92 | 79 | 72 | 71 | 1 |
| Navitas Semiconductor Corporation | 533.1M | 37 | 80 | 80 | 62 | 79 | 67 | 72 | 1 |
| ChipMOS TECHNOLOGIES (Bermuda) LTD. | 417.9M | 60 | 71 | 61 | 60 | 69 | 56 | 73 | 1 |
| Rigetti Computing, Inc. | 413.5M | 93 | 62 | 85 | 99 | 98 | 98 | 74 | 1 |
| Meta Materials Inc. | 396.9M | 51 | 78 | 42 | 41 | 51 | 42 | 75 | 1 |
| Helix Technology Corporation | 364.9M | 65 | 78 | 79 | 85 | 52 | 65 | 76 | 1 |
| Valens Semiconductor Ltd. | 357.2M | 92 | 70 | 66 | 45 | 72 | 75 | 77 | 1 |
| Rockley Photonics Holdings Limited | 305.7M | 49 | 82 | 40 | 37 | 52 | 42 | 78 | 1 |
| CyberOptics Corporation | 272.8M | 71 | 66 | 72 | 64 | 86 | 75 | 79 | 1 |
| Transphorm, Inc. | 255.8M | 41 | 86 | 39 | 47 | 54 | 45 | 80 | 1 |
Income Statement Analysis
PDF appears likely to maintain its strong income statement metrics and momentum going forward. PDF's management was effective in improving its EBIDTA, which now sits at -0.1 and represents a 96.5% change from the last reporting period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 13.2%. Their EBITDA metrics are even more impressive relative to their peers and competitors, and its likely the stock price has room to grow to reflect its intrinsic value accurately. The company's EBITDA movement, therefore, received a grade of 95. Also, In this filing, PDF reported a return on equity (ROE) ratio of -8.2, which represents a change of 13.1%. Its return factor metrics are even more remarkable when compared to their peers. Consequently, their return factors received a grade of 88. That said, one metric, Revenue Efficiency, stood out as particularly concerning. PDF management did an underwhelming job managing revenue efficiency this past period. PDF's revenue efficiency is 120.4 according to the metrics in the current filing, which represents a 8.4% change from the previous report. This metric might have a 18.5 percent impact on companies in the same industry and with the same market capitalization. Their revenue efficiency, specifically in contrast to their industry peers', isn't encouraging. Its revenue efficiency, therefore, received a grade of 49. Therefore, their income statement earned a grade of 71.
| Parameter | Value | Change | Score |
|---|---|---|---|
| EBITDA | -0.1 | 96.5% | 95 |
| Total Revenues | 120.4 | 8.4% | 49 |
| Return on Equity | -8.2 | 13.1% | 88 |
The below chart describes PDF's performance as reflected on its income statement with respect to its peers. While PDF received a income statement score of 71 , the average of its peers stands on 68.0.
- PDFS
- Peers average
| Name | Market Cap | Revenue Momentum | Earning Movement | Return Factors Momentum | Income Statement | mc_sort | Hidden |
|---|---|---|---|---|---|---|---|
| NVIDIA Corporation | 400.2B | 46 | 83 | 67 | 63 | 0 | 1 |
| Intel Corporation | 154.5B | 90 | 55 | 74 | 76 | 1 | 1 |
| QUALCOMM Incorporated | 147.4B | 48 | 87 | 78 | 66 | 2 | 1 |
| Texas Instruments Incorporated | 142.2B | 69 | 78 | 70 | 74 | 3 | 1 |
| Advanced Micro Devices, Inc. | 130.9B | 40 | 89 | 38 | 59 | 4 | 1 |
| Broadcom Inc. | 102.5B | 59 | 80 | 90 | 71 | 5 | 1 |
| Applied Materials, Inc. | 82.7B | 72 | 68 | 73 | 72 | 6 | 1 |
| Analog Devices, Inc. | 77.2B | 40 | 91 | 92 | 65 | 7 | 1 |
| Micron Technology, Inc. | 64.6B | 59 | 87 | 90 | 74 | 8 | 1 |
| Lam Research Corporation | 60.8B | 80 | 64 | 75 | 74 | 9 | 1 |
| KLA Corporation | 49.3B | 56 | 77 | 76 | 67 | 10 | 1 |
| NXP Semiconductors N.V. | 40.5B | 59 | 79 | 90 | 71 | 11 | 1 |
| Marvell Technology, Inc. | 38.5B | 41 | 89 | 87 | 64 | 12 | 1 |
| Microchip Technology Incorporated | 33.0B | 57 | 83 | 92 | 71 | 13 | 1 |
| GLOBALFOUNDRIES Inc. | 23.9B | 50 | 92 | 86 | 70 | 14 | 1 |
| ON Semiconductor Corporation | 22.9B | 53 | 92 | 94 | 73 | 15 | 1 |
| Monolithic Power Systems, Inc. | 18.5B | 45 | 90 | 83 | 66 | 16 | 1 |
| Skyworks Solutions, Inc. | 15.5B | 69 | 71 | 63 | 70 | 17 | 1 |
| SolarEdge Technologies, Inc. | 15.5B | 41 | 70 | 48 | 53 | 18 | 1 |
| Teradyne, Inc. | 15.3B | 88 | 57 | 62 | 75 | 19 | 1 |
| Entegris, Inc. | 14.1B | 56 | 80 | 80 | 69 | 20 | 1 |
| Qorvo, Inc. | 10.2B | 76 | 65 | 63 | 72 | 21 | 1 |
| First Solar, Inc. | 7.2B | 98 | 43 | 40 | 73 | 22 | 1 |
| Lattice Semiconductor Corporation | 6.8B | 54 | 88 | 89 | 71 | 23 | 1 |
| MKS Instruments, Inc. | 5.8B | 78 | 67 | 65 | 74 | 24 | 1 |
| Silicon Laboratories Inc. | 5.3B | 44 | 96 | 98 | 70 | 25 | 1 |
| Universal Display Corporation | 5.2B | 71 | 64 | 61 | 68 | 26 | 1 |
| CMC Materials, Inc. | 5.1B | 72 | 75 | 93 | 76 | 27 | 1 |
| Tower Semiconductor Ltd. | 5.1B | 63 | 87 | 82 | 79 | 28 | 1 |
| Synaptics Incorporated | 4.9B | 45 | 91 | 90 | 68 | 29 | 1 |
| Power Integrations, Inc. | 4.4B | 80 | 76 | 82 | 80 | 30 | 1 |
| Amkor Technology, Inc. | 4.2B | 63 | 76 | 77 | 70 | 31 | 1 |
| Cirrus Logic, Inc. | 4.1B | 42 | 92 | 93 | 67 | 32 | 1 |
| Allegro MicroSystems, Inc. | 4.0B | 68 | 48 | 69 | 61 | 33 | 1 |
| Semtech Corporation | 3.5B | 64 | 84 | 87 | 75 | 34 | 1 |
| MACOM Technology Solutions Holdings, Inc. | 3.3B | 74 | 77 | 72 | 76 | 35 | 1 |
| FormFactor, Inc. | 3.1B | 79 | 76 | 83 | 80 | 36 | 1 |
| Diodes Incorporated | 3.0B | 66 | 83 | 86 | 76 | 37 | 1 |
| SunPower Corporation | 3.0B | 49 | 43 | 74 | 49 | 38 | 1 |
| Silicon Motion Technology Corporation | 2.8B | 54 | 83 | 78 | 72 | 39 | 1 |
| MaxLinear, Inc. | 2.7B | 56 | 92 | 96 | 75 | 40 | 1 |
| Nova Ltd. | 2.7B | 41 | 89 | 78 | 69 | 41 | 1 |
| Ambarella, Inc. | 2.6B | 56 | 89 | 79 | 72 | 42 | 1 |
| Kulicke and Soffa Industries, Inc. | 2.6B | 73 | 82 | 85 | 79 | 43 | 1 |
| Rambus Inc. | 2.4B | 48 | 86 | 60 | 64 | 44 | 1 |
| Canadian Solar Inc. | 2.0B | 73 | 76 | 53 | 72 | 45 | 1 |
| Axcelis Technologies, Inc. | 1.9B | 44 | 91 | 91 | 67 | 46 | 1 |
| Credo Technology Group Holding Ltd | 1.7B | 38 | 88 | 61 | 60 | 47 | 1 |
| Himax Technologies, Inc. | 1.6B | 53 | 84 | 66 | 70 | 48 | 1 |
| Impinj, Inc. | 1.4B | 64 | 53 | 51 | 59 | 49 | 1 |
| Ultra Clean Holdings, Inc. | 1.4B | 53 | 73 | 71 | 63 | 50 | 1 |
| Cohu, Inc. | 1.3B | 92 | 53 | 49 | 75 | 51 | 1 |
| Photronics, Inc. | 1.2B | 55 | 86 | 92 | 71 | 52 | 1 |
| SMART Global Holdings, Inc. | 1.0B | 48 | 87 | 66 | 65 | 53 | 1 |
| Veeco Instruments Inc. | 1.0B | 66 | 84 | 91 | 76 | 54 | 1 |
| Alpha and Omega Semiconductor Limited | 929.5M | 62 | 75 | 76 | 69 | 55 | 1 |
| CEVA, Inc. | 778.5M | 51 | 90 | 97 | 71 | 56 | 1 |
| Ichor Holdings, Ltd. | 754.1M | 72 | 60 | 54 | 67 | 57 | 1 |
| Maxeon Solar Technologies, Ltd. | 575.9M | 50 | 49 | 60 | 49 | 58 | 1 |
| Enphase Energy, Inc. | 25.7B | 45 | 74 | 55 | 57 | 59 | 1 |
| Wolfspeed, Inc. | 8.2B | 49 | 90 | 86 | 69 | 60 | 1 |
| Daqo New Energy Corp. | 5.0B | 37 | 95 | 94 | 65 | 61 | 1 |
| SiTime Corporation | 3.6B | 40 | 93 | 78 | 64 | 62 | 1 |
| Onto Innovation Inc. | 3.6B | 47 | 87 | 89 | 67 | 63 | 1 |
| JinkoSolar Holding Co., Ltd. | 3.2B | 38 | 89 | 82 | 62 | 64 | 1 |
| Camtek Ltd. | 1.1B | 50 | 81 | 71 | 68 | 65 | 1 |
| ACM Research, Inc. | 917.6M | 88 | 43 | 42 | 67 | 66 | 1 |
| NeoPhotonics Corporation | 838.5M | 45 | 95 | 90 | 69 | 67 | 1 |
| Hanwha Q CELLS Co., Ltd. | 818.9M | 90 | 59 | 63 | 70 | 68 | 1 |
| indie Semiconductor, Inc. | 720.1M | 37 | 46 | 71 | 43 | 69 | 1 |
| Magnachip Semiconductor Corporation | 667.1M | 94 | 80 | 88 | 90 | 70 | 1 |
| Mykrolis Corp. | 657.1M | 68 | 68 | 58 | 67 | 71 | 1 |
| Navitas Semiconductor Corporation | 533.1M | 56 | 44 | 74 | 53 | 72 | 1 |
| ChipMOS TECHNOLOGIES (Bermuda) LTD. | 417.9M | 87 | 49 | 76 | 66 | 73 | 1 |
| Rigetti Computing, Inc. | 413.5M | 92 | 43 | 69 | 72 | 74 | 1 |
| Meta Materials Inc. | 396.9M | 37 | 45 | 72 | 43 | 75 | 1 |
| Helix Technology Corporation | 364.9M | 89 | 47 | 50 | 74 | 76 | 1 |
| Valens Semiconductor Ltd. | 357.2M | 41 | 86 | 65 | 65 | 77 | 1 |
| Rockley Photonics Holdings Limited | 305.7M | 97 | 50 | 85 | 79 | 78 | 1 |
| CyberOptics Corporation | 272.8M | 54 | 86 | 87 | 71 | 79 | 1 |
| Transphorm, Inc. | 255.8M | 37 | 81 | 97 | 68 | 80 | 1 |
Cash Flow Analysis
Two metrics jump up as the most significant positive drivers of the cash flow's strength in PDF's recent report: Free Cash flow and Asset Turnover. PDF's published free cash flow numbers were substantial and reflected management's focus on a healthy change strategy. PDF recorded free cash flow of 0.3, which represents a 5314.9% change from the previous report. This parameter coud affect companies in the same industry and market capitalization by up to 7.4%. Their free cash flow situation is all the more impressive relative to their peers and competitors. The company's free cash flow movement, therefore, received a grade of 98. Also, PDF is doing a remarkable job of keeping its asset turnover under control. At filing, their asset turnover metrics were 0.4, representing a 13.3% change from the previous period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 10.7%. Their asset turnover numbers are significantly more impressive when contrasted against their peers and competitors. The company's asset turnover movement, therefore, received a grade of 92. That said, one metric, Capital Expenditure, stood out as strongly negative. PDF's management did not a remarkable job this period managing capital expenditures (CapEx). In terms of the raw numbers, CapEx was reported as -5.2, which represents a -29.1% change from the last period. The company's disappointing CapEx growth is expected to stunt the momentum they hoped for this period. Consequently, their CapEx movement received a grade of 45. Because the company's management is doing an excellent job managing these critical metrics, the cash flow was given a score of 89.
| Parameter | Value | Change | Score |
|---|---|---|---|
| Net Cashflow | -41.5 | -577.0% | 81 |
| Capital Expenditure | -5.2 | -29.1% | 45 |
| Asset Turnover | 0.4 | 13.3% | 92 |
| Free Cashflow | 0.3 | 5314.9% | 98 |
The below chart describes PDF's performance as reflected on its cash flow with respect to its peers. While PDF received a cash flow score of 89, the average of its peers stands on 68.0.
- PDFS
- Peers average
| Name | Market Cap | Cashflow Momentum | Free Cashflow Growth | Capital Expenditure Growth | Assets Factors Momentum | Cash Flow | mc_sort | Hidden |
|---|---|---|---|---|---|---|---|---|
| NVIDIA Corporation | 400.2B | 93 | 65 | 61 | 86 | 82 | 0 | 1 |
| Intel Corporation | 154.5B | 58 | 72 | 68 | 53 | 58 | 1 | 1 |
| QUALCOMM Incorporated | 147.4B | 65 | 65 | 70 | 87 | 77 | 2 | 1 |
| Texas Instruments Incorporated | 142.2B | 74 | 74 | 63 | 69 | 70 | 3 | 1 |
| Advanced Micro Devices, Inc. | 130.9B | 93 | 66 | 69 | 37 | 57 | 4 | 1 |
| Broadcom Inc. | 102.5B | 75 | 76 | 87 | 89 | 85 | 5 | 1 |
| Applied Materials, Inc. | 82.7B | 75 | 59 | 69 | 72 | 69 | 6 | 1 |
| Analog Devices, Inc. | 77.2B | 78 | 76 | 51 | 94 | 84 | 7 | 1 |
| Micron Technology, Inc. | 64.6B | 81 | 85 | 81 | 74 | 80 | 8 | 1 |
| Lam Research Corporation | 60.8B | 72 | 60 | 56 | 75 | 69 | 9 | 1 |
| KLA Corporation | 49.3B | 70 | 76 | 52 | 79 | 74 | 10 | 1 |
| NXP Semiconductors N.V. | 40.5B | 59 | 72 | 51 | 85 | 73 | 11 | 1 |
| Marvell Technology, Inc. | 38.5B | 94 | 84 | 58 | 46 | 65 | 12 | 1 |
| Microchip Technology Incorporated | 33.0B | 80 | 79 | 48 | 84 | 79 | 13 | 1 |
| GLOBALFOUNDRIES Inc. | 23.9B | 54 | 86 | 45 | 64 | 63 | 14 | 1 |
| ON Semiconductor Corporation | 22.9B | 60 | 79 | 55 | 74 | 70 | 15 | 1 |
| Monolithic Power Systems, Inc. | 18.5B | 84 | 78 | 59 | 74 | 77 | 16 | 1 |
| Skyworks Solutions, Inc. | 15.5B | 78 | 57 | 79 | 73 | 71 | 17 | 1 |
| SolarEdge Technologies, Inc. | 15.5B | 46 | 38 | 55 | 52 | 43 | 18 | 1 |
| Teradyne, Inc. | 15.3B | 75 | 65 | 66 | 68 | 68 | 19 | 1 |
| Entegris, Inc. | 14.1B | 61 | 57 | 50 | 76 | 65 | 20 | 1 |
| Qorvo, Inc. | 10.2B | 78 | 65 | 87 | 71 | 73 | 21 | 1 |
| First Solar, Inc. | 7.2B | 47 | 85 | 56 | 46 | 53 | 22 | 1 |
| Lattice Semiconductor Corporation | 6.8B | 79 | 77 | 43 | 82 | 77 | 23 | 1 |
| MKS Instruments, Inc. | 5.8B | 58 | 58 | 92 | 56 | 59 | 24 | 1 |
| Silicon Laboratories Inc. | 5.3B | 71 | 89 | 81 | 87 | 86 | 25 | 1 |
| Universal Display Corporation | 5.2B | 75 | 81 | 68 | 65 | 71 | 26 | 1 |
| CMC Materials, Inc. | 5.1B | 72 | 66 | 68 | 80 | 74 | 27 | 1 |
| Tower Semiconductor Ltd. | 5.1B | 76 | 57 | 55 | 59 | 68 | 28 | 1 |
| Synaptics Incorporated | 4.9B | 85 | 62 | 98 | 55 | 66 | 29 | 1 |
| Power Integrations, Inc. | 4.4B | 88 | 77 | 64 | 82 | 82 | 30 | 1 |
| Amkor Technology, Inc. | 4.2B | 46 | 57 | 62 | 71 | 60 | 31 | 1 |
| Cirrus Logic, Inc. | 4.1B | 83 | 98 | 61 | 90 | 90 | 32 | 1 |
| Allegro MicroSystems, Inc. | 4.0B | 56 | 56 | 77 | 56 | 56 | 33 | 1 |
| Semtech Corporation | 3.5B | 79 | 78 | 58 | 79 | 77 | 34 | 1 |
| MACOM Technology Solutions Holdings, Inc. | 3.3B | 46 | 78 | 54 | 78 | 68 | 35 | 1 |
| FormFactor, Inc. | 3.1B | 78 | 81 | 66 | 58 | 67 | 36 | 1 |
| Diodes Incorporated | 3.0B | 77 | 61 | 52 | 80 | 72 | 37 | 1 |
| SunPower Corporation | 3.0B | 84 | 41 | 39 | 93 | 74 | 38 | 1 |
| Silicon Motion Technology Corporation | 2.8B | 63 | 53 | 46 | 85 | 61 | 39 | 1 |
| MaxLinear, Inc. | 2.7B | 90 | 92 | 80 | 81 | 88 | 40 | 1 |
| Nova Ltd. | 2.7B | 58 | 53 | 39 | 58 | 54 | 41 | 1 |
| Ambarella, Inc. | 2.6B | 84 | 95 | 45 | 75 | 79 | 42 | 1 |
| Kulicke and Soffa Industries, Inc. | 2.6B | 93 | 81 | 83 | 74 | 82 | 43 | 1 |
| Rambus Inc. | 2.4B | 96 | 73 | 89 | 88 | 89 | 44 | 1 |
| Canadian Solar Inc. | 2.0B | 69 | 70 | 74 | 66 | 71 | 45 | 1 |
| Axcelis Technologies, Inc. | 1.9B | 81 | 77 | 68 | 84 | 82 | 46 | 1 |
| Credo Technology Group Holding Ltd | 1.7B | 60 | 85 | 37 | 43 | 53 | 47 | 1 |
| Himax Technologies, Inc. | 1.6B | 66 | 77 | 48 | 77 | 66 | 48 | 1 |
| Impinj, Inc. | 1.4B | 70 | 38 | 85 | 73 | 65 | 49 | 1 |
| Ultra Clean Holdings, Inc. | 1.4B | 68 | 41 | 41 | 76 | 61 | 50 | 1 |
| Cohu, Inc. | 1.3B | 92 | 62 | 71 | 44 | 59 | 51 | 1 |
| Photronics, Inc. | 1.2B | 65 | 92 | 96 | 79 | 82 | 52 | 1 |
| SMART Global Holdings, Inc. | 1.0B | 48 | 85 | 95 | 53 | 62 | 53 | 1 |
| Veeco Instruments Inc. | 1.0B | 74 | 82 | 48 | 69 | 71 | 54 | 1 |
| Alpha and Omega Semiconductor Limited | 929.5M | 49 | 64 | 45 | 60 | 54 | 55 | 1 |
| CEVA, Inc. | 778.5M | 57 | 54 | 84 | 83 | 71 | 56 | 1 |
| Ichor Holdings, Ltd. | 754.1M | 51 | 37 | 87 | 70 | 58 | 57 | 1 |
| Maxeon Solar Technologies, Ltd. | 575.9M | 87 | 90 | 59 | 88 | 84 | 58 | 1 |
| Enphase Energy, Inc. | 25.7B | 89 | 77 | 64 | 41 | 60 | 59 | 1 |
| Wolfspeed, Inc. | 8.2B | 57 | 74 | 76 | 46 | 55 | 60 | 1 |
| Daqo New Energy Corp. | 5.0B | 78 | 86 | 63 | 96 | 89 | 61 | 1 |
| SiTime Corporation | 3.6B | 83 | 87 | 56 | 44 | 62 | 62 | 1 |
| Onto Innovation Inc. | 3.6B | 94 | 65 | 88 | 85 | 85 | 63 | 1 |
| JinkoSolar Holding Co., Ltd. | 3.2B | 68 | 69 | 73 | 78 | 74 | 64 | 1 |
| Camtek Ltd. | 1.1B | 69 | 70 | 74 | 72 | 71 | 65 | 1 |
| ACM Research, Inc. | 917.6M | 61 | 43 | 50 | 54 | 50 | 66 | 1 |
| NeoPhotonics Corporation | 838.5M | 50 | 63 | 67 | 87 | 71 | 67 | 1 |
| Hanwha Q CELLS Co., Ltd. | 818.9M | 64 | 63 | 74 | 73 | 68 | 68 | 1 |
| indie Semiconductor, Inc. | 720.1M | 69 | 80 | 52 | 98 | 85 | 69 | 1 |
| Magnachip Semiconductor Corporation | 667.1M | 65 | 56 | 76 | 54 | 57 | 70 | 1 |
| Mykrolis Corp. | 657.1M | 65 | 69 | 68 | 82 | 75 | 71 | 1 |
| Navitas Semiconductor Corporation | 533.1M | 70 | 87 | 94 | 93 | 90 | 72 | 1 |
| ChipMOS TECHNOLOGIES (Bermuda) LTD. | 417.9M | 66 | 64 | 68 | 94 | 73 | 73 | 1 |
| Rigetti Computing, Inc. | 413.5M | 48 | 76 | 51 | 60 | 58 | 74 | 1 |
| Meta Materials Inc. | 396.9M | 85 | 56 | 68 | 97 | 84 | 75 | 1 |
| Helix Technology Corporation | 364.9M | 75 | 62 | 63 | 56 | 61 | 76 | 1 |
| Valens Semiconductor Ltd. | 357.2M | 53 | 89 | 90 | 47 | 66 | 77 | 1 |
| Rockley Photonics Holdings Limited | 305.7M | 79 | 72 | 66 | 47 | 60 | 78 | 1 |
| CyberOptics Corporation | 272.8M | 49 | 74 | 89 | 77 | 72 | 79 | 1 |
| Transphorm, Inc. | 255.8M | 81 | 88 | 96 | 95 | 88 | 80 | 1 |
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