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    Andrew Wiener

    Research Analyst at Samjo Management

    Andrew Wiener is the Founder and Chief Investment Officer of Samjo Management, a long/short equity hedge fund established in 2004 with a long-biased strategy. Leveraging his background as a Wharton undergraduate, Wiener has overseen investments across various sectors, actively covering and investing in high-profile public companies, though specific current coverage details and verified performance metrics are not public. Before launching Samjo Management, he worked at Burnham Asset Management, accumulating experience in equity research and portfolio management. Wiener’s credentials include an undergraduate degree from the Wharton School of the University of Pennsylvania, cementing his reputation as a respected fund manager in the New York hedge fund landscape.

    Andrew Wiener's questions to PDF SOLUTIONS (PDFS) leadership

    Andrew Wiener's questions to PDF SOLUTIONS (PDFS) leadership • Q3 2024

    Question

    Andrew Wiener from Samjo Management followed up on DFI progress, asking about potential demand and capacity for 2025, the conversion of the evaluation tool to revenue, the potential market size for the battery business, and details on partnerships for advanced test opportunities.

    Answer

    CEO John Kibarian expressed confidence in DFI demand from lead customers and noted the manufacturing evaluation tool is expected to convert to revenue "sooner than a standard situation." Regarding the battery opportunity via Lantern, he explained they are still sizing the market but see significant potential in applying high-speed AI to a process that currently lacks sophisticated data analysis. He also detailed that partnerships in advanced test involve using their MLOps with partners' edge compute hardware to enable more sophisticated AI models at the tester, which is critical for complex advanced packaging.

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