We are continuing our analysis of the global semiconductor industry, which has so far yielded Photronics (NASDAQ:PLAB) and Cascade Microtech (NASDAQ:CSCD) as investment ideas to gain exposure to the global semiconductor industry's recovery. And we have now identified a third company that we believe is well positioned to profit from this recovery: PDF Solutions (NASDAQ:PDFS). Based in San Jose, PDF (as we will refer to the company hereafter) operates in the semiconductor industry, but produces no semiconductors or manufacturing equipment whatsoever. Rather, the company focuses on assisting its customers in optimizing their own manufacturing processes, reducing errors, and improving yields. This approach, which relies heavily on consulting and software, as well as a lean...
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