Silvaco Group Stock Price, News & Analysis

Alps Alpine has adopted Silvaco's (NASDAQ: SVCO) Jivaro Pro™ tool to enhance their integrated circuit development process. Jivaro Pro is a standalone solution that accelerates SPICE simulation speeds by up to 15x through advanced parasitic reduction for designs from 180nm down to 3nm technology nodes. The tool has demonstrated at least a 5X improvement in post-layout simulation run times at Alps Alpine's 40nm and 55nm nodes while maintaining accuracy.

The implementation aims to expedite the development of high-precision sensor products for Alps Alpine, which manufactures various sensors, electronic components, audio equipment, and in-car navigation systems. Jivaro Pro's compatibility with existing workflows and tool-agnostic nature provides designers with enhanced flexibility and usability.

[ "Accelerates SPICE simulation speeds by up to 15x, improving efficiency", "Demonstrated 5X improvement in post-layout simulation run times at Alps Alpine", "Compatible with wide range of technology nodes (180nm to 3nm)", "Tool-agnostic nature provides flexibility and seamless integration", "Expected to reduce development time and accelerate time-to-market" ]

Silvaco (NASDAQ: SVCO) reported Q1 2025 financial results with revenue of $14.1 million, down 11% year-over-year. The company achieved gross bookings of $13.7 million and acquired 9 new customers across AI, Photonics, and IoT markets. Key financial metrics include: GAAP net loss of $19.3 million ($0.67 per share) compared to net income of $1.4 million in Q1 2024. Revenue breakdown shows TCAD at $7.9M (down 26% YoY), EDA at $5.1M (up 8% YoY), and SIP at $1.1M (up 89% YoY). The company completed strategic acquisitions including Tech-X Corporation and Cadence's PPC product line, expanding their SAM by $600 million. For FY2025, Silvaco projects revenue of $64-70M (7-17% growth) and gross bookings of $67-74M (2-13% growth).

Silvaco Group (NASDAQ: SVCO) announced that Excelliance MOS has adopted Silvaco's DTCO (Design Technology Co-Optimization) flow for developing next-generation Silicon Carbide (SiC) power devices. The solution includes Victory TCAD™ and UTMOST IV™ tools, providing realistic process simulation and accurate device modeling capabilities.

The DTCO platform features Victory Process™ and Victory Device™ simulators, supporting SiC-specific phenomena like anisotropic oxidation and mobility. The integration of Victory DoE™ enables rapid process variation exploration, while UTMOST IV delivers automated electrical measurements and SPICE model extraction, accelerating device characterization and circuit-level modeling.

Silvaco (NASDAQ: SVCO) has announced a strategic R&D partnership with Professor Jin Jang and the Advanced Display Research Center at Kyung Hee University in South Korea. The four-year collaboration, which began on February 1, 2025, focuses on advancing display technology through FTCO™ (Fab Technology Co-Optimization) with AI-driven Digital Twin modeling. The partnership involves Silvaco funding Ph.D. students and collaborating on research for Micro-LED and OLED technologies. The project will combine experimental data with Silvaco's simulation tools, including Victory TCAD™, Victory DoE™, Victory Analytics™, SmartSpice™, and UTMOST IV™, to create a comprehensive display technology Digital Twin that spans process, device, and circuit levels.

Silvaco Group (Nasdaq: SVCO) has announced the acquisition of Tech-X Corporation, expanding its capabilities in photonics and wafer-scale plasma modeling for AI applications. Tech-X specializes in multi-physics simulation software for Photonics, Electromagnetics, and Plasma Dynamics.

The strategic acquisition brings key benefits:

• Integration of Tech-X's multi-physics tools with Silvaco's Victory TCAD platform
• Enhanced digital twin modeling capabilities for photonics and semiconductor devices
• Advanced GPU-based computing solutions for faster simulation
• Expertise in wafer-scale plasma etching simulation

Professor John Cary, CTO of Tech-X and Physics Professor at University of Colorado, Boulder, joins Silvaco's team, bringing 40+ years of computational physics experience. The merger aims to accelerate innovation in the growing photonics market while expanding Silvaco's presence in AI applications. Needham & Company served as financial advisor for the transaction.

Silvaco Group (Nasdaq: SVCO), a provider of TCAD, EDA software, and SIP solutions for semiconductor design and digital twin modeling, has scheduled its Q1 2025 financial results announcement for May 7, 2025, after market close. The company will host a conference call at 5:00 p.m. Eastern time to discuss the quarterly results and provide full-year 2025 outlook.

The earnings release and supplemental financial information will be available on the company's investor relations website. Interested participants can register to join the Q&A session, and a replay of the conference call will be accessible on the website.

Silvaco Group (Nasdaq: SVCO) announced that ProMOS Technologies has adopted its Victory TCAD™ simulation solution for developing next-generation silicon photonics devices. Victory Process™, a technology-agnostic simulation platform, enables precise modeling of fabrication steps including etching, deposition, oxidation, implantation, and diffusion.

The Victory TCAD solution supports various applications including Photonics, CMOS, Power, Memory, and Display technologies. Its features include a user-friendly interface, automation capabilities, and advanced simulation tools for process optimization and Design of Experiments (DoE) implementation.

Lynn Lin, Vice President at ProMOS, emphasized that Silvaco's product leadership and technical support were key factors in their selection. Eric Guichard, SVP of TCAD at Silvaco, highlighted the growing demand for advanced simulation solutions in silicon photonics.

Silvaco Group (Nasdaq: SVCO) announced that Faraday Technology has selected Silvaco's FlexCAN IP for its latest automotive ASIC design. The FlexCAN controller, compliant with ISO 11898-1, supports CAN Flexible Data Rate (CAN-FD) and enables digital information exchange between vehicle modules.

The Controller Area Network (CAN) protocol ensures connectivity across various vehicle subsystems, including body electronics, battery management, chassis, and powertrain modules. The FlexCAN controller serves as a critical component in automotive networking architecture, providing reliable, high-speed multi-drop networking solutions for intelligent vehicle endpoints.

Silvaco Group (NASDAQ: SVCO) announced that CFO Ryan Benton will resign effective April 11, 2025, to pursue opportunities outside the semiconductor design industry. The resignation is not due to any disagreements regarding company operations or policies.

Following Benton's departure, CEO Dr. Babak Taheri will temporarily assume the roles of principal financial officer and accounting officer. Keith Tainsky, current head of Financial Planning and Analysis, will serve as Interim CFO, while Corporate Controller Sherry Lin will report directly to Dr. Taheri. The company has initiated a search for a permanent CFO replacement.

Silvaco has reaffirmed its previously disclosed guidance for Q1 and full-year fiscal 2025, with first-quarter results expected to be reported on May 7, 2025.