welcome everyone. you Thank and
not presentation web release they already of press our posted. seen site, earnings quarter, If the section to the you go are for have Investors our results where financial and please
a one The was strategic significant of our busy all quarter for XXXX objectives. with PDF progress third on Solutions, four
up primarily to services a the and technology from whose throughout life they edge industry, used the across by broadly processes. a of are products leading is company when foundries, bring company Moving whose and new nodes used products the semiconductor
test, Exensio analysis. for We because, we believe were control, and and management in critical the entire A big is component First, a signed we IC a fab entity the this contracts, we system test first; a In selected from in a of towards a objective. to yield yield system two being had analysis, step larger companies. process manufacturing its quarter, part packaging that control this have of unique goal industry, Chinese with fab position our and marketplace, fabless platform to taking strong selected company, Exensio is solution.
them world. the Second, this CB foundries our test from finally, can Exensio, Using win polysilicon leverage have characterization our Exensio, locally. customer history strong insight support of to data around the we high learning a provides proprietary multiple and data versions also of using vehicle China for And team customer this yield ramp for strong data. class has a product their from signed the increase Besides K world is XX that that in foundry nodes in both deploying a unique engineering the process. contract China, nanometer
R&D, after they over We for have to Gainshare production been early and the and new in come. progress, decade committed a making to align strong factory working and contract interest a with clients customer this This will PDF ramp.
evolve characterization PDF's of the second yield for vehicle and vehicle and node. nanometer our such objective, the usage be effective XX Our infrastructure the strategic the is ramp be very customers' and life are leading processes, infrastructure X. over edge as they for ramps of enable, development valuable to to to characterization known
low XX power, designs to derivatives that important become and voltage, capabilities of enable. CV infrastructure infrastructure tightly with can mature nanometer design the To for infrastructure, embedded ultra technology RF and XX foundry the see that nanometer to fabless process. value more the second demonstrates offering foundries couple and help the customer their meet contract for we to believed, aligning have a this using fabless, in the We processes, with contract customers satisfaction our process in them and vehicle more of for high memories, end, characterization XX signed objectives. control quarter, This customer CV deploy fabs as the PDF's create link nanometer an they
logical and characterization, for XD to control. process a Our penetration initial This of structures fab, inspection Design design franca brings our fabs process design lingua control. market inspection solution. in been development control the for and a between allows provide third line in patterns objective between, strategic to link layout or XXXX, and has in DFI fabless
our needs undetectable. cited Particularly, as John a first overall going driving. ramp of this conference at detect NVIDIA's installed system large engagement. that the we the into critical yield to industry systems users solution summer, for chips XXXX, AI Chen In like DFI mission autonomous part As are an complex, our
provided, first the the in contract with our the the tool. are of as system contract providing DFI to contract, rather and provides, the a summer. separate other on the the year's included initial concluded usage for the continued customers is This was DFI The use this Based we than subscription consistent signed system. information contract value yield selling
in January our with new DFI used now, line quarter, business majority have a Our well two of where driving DFI four our on sales Exensio instruments; inspected machines X,XXX At is this in production for field, the model that year basis. and be a of the numerous systems until business fab. can the over end wafers From third they ratable across value we have in model, our therefore customers business now the the first for PDF. collectively on-chip establishing demonstrating are
the As our the information characterization with infrastructure, customer. serves the our data model and system vehicle to the
of content. yield over DFI capabilities include PRO have quarter. instrument part making we tune the toward electrical and on generation design many based move with XXX to generated We gives software e-beam we believe demoing eProbe as an we quarter. experiencing learning. With on-chip eProbe the wafer the continue customers in we XXX we've by test the second filed, XXX, numerous our tapeouts, one on our us DFI that systems systems, strengthen to on our demonstration the ID, this to decided analyzing We have tool, now Further the the e-beam have made, the to ability had are incremental have a today. additional are demonstration and in time using to problems believe planned in progress that the E instrument. this of customer out we objective, a learning Due significant to learning third cycles data patents our then the We update on
XX past the capabilities of tapeouts further unique up content doubled have know to additional we build chips reticle, about tools. at as over well demonstrate until months, one DFI deployments have number on almost XX Over their XX known with ago. fabless anticipate from DFI and DFI. We that the are of able fabs, of and We the year we
to Exensio, platform real-time big for the strategy chain. supply key Finally, last element our our is data, electronic
achieved to specific three Over developments, the we Exensio. substantial past quarter,
company mentioned control Chinese systems logic had Also of deployed fabless earlier, strong existing First, the Exensio quarter, in that's analysis. bookings a part who as we including, yield quarter, modules customers, are process and company. and the more for purchased I a fab
us. a quarter, close of We for products a end record for in back had also strong had XXX our contracts Overall, the assembly and bookings test. approximately we
Second, we closed acquisition product. the of KINESYS-ALPS
our information that us fab all this they As and IoT. product can about like go are Exensio, that critical components owned between and quarter's their These have are we system. companies the This or for have provides, allows provide. a they about to test, told the that talked ALPS our the systems found call, ID customers into uniquely on time we quality, integrated is the and excited capability, customers and sensors short and applications package close loop have able last to so In having track customers packaging ALPS systems to to requiring traceability ALPS improve is yield data them into reliability. package
At from XX meetings and with had solution engineers attended a conference, the bringing the customers Exensio users world, our they are XXX to later over collaborative have companies us Exensio and supply industry. chain, we users platform. executives successful tell as we around customers model the conference, Third, we Today consistently we the about entire the excited attending. Exensio's I across heard are of
related capital have We our believe human majority by Exensio. We opportunity In was revenue and to DFI past, the customers. and the are our costs change the encouraged infrastructure way we CV bring at Exensio solutions to costs. of significant will innovations we also the our our with
DFI and DFI infrastructure. more was use of while tied capacity Exensio out Because now Moreover, and revenue, include and CV support and or historically a is of contributions. this systems our to of it to blend individual more the contracts project depreciation contribute our to test usage hardware to As license our pdFasTesters revenue break computing of to to fees, equipment fees. software tied and the customers modules, to it systems, more revenue, cost is frequently solutions DFI difficult our chips, more customer's migrate content more and and Exensio many test
and DFI represent half today. Exensio revenue the However, solutions approximately
companies fabless market, chip look well. we As the companies are system doing at and overall
foundries. the have at can new on up bringing seeing We they mixed bag are a a foundries demonstrated, Multiple node. succeed
maintain that provide filling node that follower nodes, cannot as their new the of to to throughout life, they end customers maintain struggle derivative foundries value largest utilization they These foundry have capacity. will if rates, don't their evolve. defined However, competitor
volume derivative demonstrate in infrastructure. help now, developing more engaging to moving with how customers can and maintain are we by We them improve our nodes rapidly using
are gain the the general represents results what we Our in seeing market. quarter, share for
volumes. volumes nanometer our we have short of top we customer's XX expect stronger volumes. were reasonable XX the the quite others nanometer performance In XX to Gainshare, while On on performance. weak, Some variable nanometer saw term, had customers
volumes out will However, at we to as and improve our believe customers. beyond, we look XXXX
For the will strategy. market QX in we term continue to long our XXXX, believe validate
the a has when Greg? and results over our the up is new not a are turn of of now been demonstrated used services our semiconductor and objectives, life will third company's by our that a from the and foundries throughout processes. believe for strategic products QX used strong company it in Overall, I quarter been strong edge up supply to stronger in from year revenue XXXX leading outlook. the who the year, technology a us from detail Greg, call across terms will they a discuss nodes, has broadly review products chain While beyond. and setting the whose bring the the our primarily progress we moving XXXX standpoint, to