Jon Quast
speaker
8,197 appearances
81 recordings
2 series
first heard Oct 2025
last heard 5d ago
Jon Quast’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 81 in all, peaking in Aug 2026 with 10.
Appearances
We're going to increase this production, that production.
Talk about Tesla's TeraFab.
We can mock it a little bit, but they're saying, because they're saying they want it to be the biggest facility on earth, essentially.
But is it going to be probably a big facility?
Yeah, I'd say so.
Is it going to pump out a lot of chips?
Yeah, definitely.
And so what is interesting to me about that is, perhaps the margins for the chip makers could go down, but I think that it creates an opportunity.
It is creating an opportunity for a company such as PDF Solutions, and that's ticker P-D-F-S.
This is not PDF from Adobe, the portable document file.
This is process diagnostic framework.
And so this company, essentially what it does
is it is looking for defects on the chips.
And then as it detects them, coming up with a way that we can now fix the process so that we don't produce a ton of chips that have the same defect.
The value proposition here for the chip makers is as these
chips become more complex more expensive to make now it makes more and more sense to have a company like pdf solutions coming in and finding the the flaws and so that the processes can be fixed as they go and so this is creating incredible
business opportunity for PDF Solutions.
Revenue has more than doubled over the last five years.
One of the things I like about it here is that this isn't a recent all of a sudden skyrocket.
This is more of a steady line up and to the right for this company.
Showing 3321–3340 of 8,197 · page 167 of 410
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