Onto Innovation and PDF Solutions are compared as semiconductor equipment and software providers benefiting from AI and advanced packaging demand. ONTO posted record Q2 revenue of $343.1M (up 35.3% YoY) with raised 2026 guidance, while PDFS grew Q2 revenue 19% to $61.5M. ONTO trades at a lower forward P/E (22.06X vs 38.8X) and carries a Zacks Rank #2 (Buy), making it the preferred choice for near-term growth, though both face valuation and execution risks.

PDF Solutions (PDFS) is highlighted as a top growth stock pick with a Zacks Rank #2 (Buy) and Growth Score of A. The semiconductor software provider demonstrates strong fundamentals including projected EPS growth of 38.6% (vs. industry average of 15.1%), year-over-year cash flow growth of 22.1% (vs. industry average of 16.5%), and positive earnings estimate revisions. These metrics position it as a potential outperformer for growth investors.

The Computer Services industry faces macroeconomic headwinds and carries a Zacks Industry Rank #187 (bottom 24%), with analyst earnings estimates down 0.4% since January 2026. However, AI-driven digital transformation and growing cybersecurity demands present opportunities. CACI International and PDF Solutions are highlighted as stocks to watch, benefiting from defense spending, AI adoption, and semiconductor investment tied to data center buildouts.

The Federal Reserve raised interest rates as anticipated and reported modestly higher inflation expectations. Despite the rate hike, the Fed raised its GDP growth outlook and characterized the labor market as solid, suggesting economic resilience.

PDF Solutions, Inc. (Nasdaq: PDFS) announced it will release its Second quarter fiscal 2026 financial results on August 6, 2026, followed by a live teleconference with CEO John Kibarian and CFO Adnan Raza at 2:00 p.m. Pacific Time to discuss the results. The call will be webcast on the company's investor relations website.

PDF Solutions announced it will host its CONNECT 2026 conference on October 15-16, 2026, in San Francisco. The two-day event will bring together semiconductor industry engineers, data scientists, and leaders to explore AI-driven analytics and semiconductor manufacturing solutions. The conference will feature keynotes, customer presentations, live demos of PDF Solutions' next-generation AI platform, and networking opportunities focused on addressing industry scaling challenges.

PDF Solutions will host its Users Conference and Analyst Day on December 3-4, 2025, in Santa Clara, featuring a live webcast with CFO Adnan Raza and CEO John Kibarian. The company reaffirmed its 21-23% annual revenue growth guidance for the year.

Power Integrations has appointed Nancy Erba as its new Chief Financial Officer, effective January 5, 2026. Erba brings over 25 years of corporate finance experience, most recently serving as CFO at Infinera Corporation, and will help drive the company's growth strategy in semiconductor technologies.

PDF Solutions reported record quarterly GAAP revenue of $51.7 million in Q2 2025, a 24% year-over-year increase, driven by growth in its Analytics business and the SecureWise acquisition. The company reaffirmed its annual revenue growth guidance of 21-23%.

PDF Solutions has completed the acquisition of secureWISE, LLC, a secure remote connectivity solution for the semiconductor manufacturing industry. The acquisition is expected to expand PDF Solutions' manufacturing connectivity network and accelerate the adoption of secureWISE in the outsourced semiconductor assembly and test market.

PDF Solutions, a provider of semiconductor manufacturing data solutions, announced it will acquire secureWISE, a secure remote connectivity solution for the semiconductor industry. The acquisition is expected to expand PDF Solutions' analytics capabilities and enable greater collaboration across the semiconductor ecosystem.

Serstech, a Swedish company that delivers solutions for chemical identification, has received two orders totaling 9.7 MSEK from its Chilean partner, Aerotech. The orders are for the Serstech Arx mkII and ChemDash software, with delivery and invoicing scheduled for the fourth quarter of 2024. The final recipients of these orders are the Carabineros and the Investigations Police of Chile (PDI).