PDF Solutions(US:PDFS)2025-12-03 23:15Semiconductor Industry & Market - The semiconductor industry is evolving to the 3D era[5] - The semiconductor market is projected to reach approximately $1100 billion ($1.1T) in 2030[5] - AI is expected to represent about 67% of the semiconductor market by 2030, growing at a CAGR of approximately 30%[8] - The 2030 foundry market for <2nm wafers is estimated to be around $100 billion, and the advanced packaging market is projected to be about $80 billion[14] Global Investments & Supply Chain - Governments are expected to deploy over $1500 billion ($1.5T) in the semiconductor ecosystem through 2030[17] - The European Union aims to double its share of global chip output to 20% by 2030 with €43 billion in public funding[16] PDF Solutions Performance & Strategy - Analytics revenue as a percentage of total revenue reached 94% in TTM Q3'25, compared to 65% in 2020[50] - The company's revenue CAGR from 2020 to TTM Q3 2025 is 20%[73] - The company's total backlog has grown to $292 million in Q3'2025, a 2.7X increase since 2020[72] - The company is targeting Non-GAAP gross margins of >77% and Non-GAAP operating margin of >27%[78]