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PDFS compared with MSFT: revenue, margins and what each company keeps, and the suppliers and customers both name
PDFS
PDF Solutions Inc
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Mkt cap
Revenue
Revenue
MSFT
Microsoft Corp
Change
Mkt cap
Revenue
Revenue
vs
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PDFS
PDF Solutions Inc
vs
MSFT
Microsoft Corp
Price
Mkt cap
Revenue
Revenue
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Revenue flow
Supply chain
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only PDFS
1
—
SMIC New Technology Research & Development (Shanghai)
unlisted
customer
Shared
0
No shared counterparties.
Only MSFT
96
ANET
Arista Networks
supplier
EA
Electronic Arts
supplier
TTWO
Take Two Interactive Software
supplier
WEC
WEC Energy
supplier
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
92 more · MSFT chain
›
PDFS
PDF Solutions Inc
Change
39.68
▼
−5.94%
· post 39.71
Mkt cap
$1.8B
Revenue
$62M
Q2 FY26
Revenue
$219M
FY25
MSFT
Microsoft Corp
Change
556.09
▲
+6.74%
· post 554.05
Closed
Nov 4 '26
Mkt cap
$4.1T
Revenue
$92.3B
Q1 FY27
Revenue
$332B
FY26
vs
Compare
Closed
Nov 4 '26
PDFS
PDF Solutions Inc
vs
MSFT
Microsoft Corp
39.68
▼
−5.94%
post 39.71
Price
556.09
▲
+6.74%
post 554.05
$1.8B
Mkt cap
$4.1T
Q2 FY26
$62M
Revenue
$92.3B
Q1 FY27
FY25
$219M
Revenue
$332B
FY26
Change
Change
PDFS
39.68
▼
−5.94%
vs
MSFT
556.09
▲
+6.74%
Closed
Nov 4 '26