Andrew Wiener's questions to PDF Solutions Inc (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.