Northland raised the firm’s price target on PDF Solutions to $50 from $40 and keeps an Outperform rating on the shares. PDF is benefiting from "a trickle" of government CHIP ACT stimulus for process development "that could grow into a torrent," said the firm. Exensio is PDF’s big data analytics platform used across fabless design houses, fab, test, and assembly and "the only platform that can aggregate data across the disaggregated semiconductor supply chain," the analyst tells investors. While the company sized the opportunity for big data analytics in the chip industry at $1B, it is "likely much larger and there is no other viable commercially available alternative," Northland said.
Published first on TheFly
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