Silvaco Group Stock Price, News & Analysis

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.

Silvaco (NASDAQ: SVCO) reported strong Q4 and full-year 2024 results, achieving record gross bookings of $65.8 million and revenue of $59.7 million for the full year. The company secured 46 new customers across key markets in 2024.

Q4 2024 highlights include revenue of $17.9 million (up 43% YoY), with TCAD revenue at $12.7 million (up 65% YoY) and EDA revenue at $4.2 million (up 57% YoY). GAAP net income was $4.2 million ($0.14 per share).

The company completed strategic moves including its IPO in May 2024 raising $106 million, and recently acquired Cadence's Process Proximity Compensation product line. For 2025, Silvaco projects revenue between $66.0-72.0 million (11-21% growth) and gross bookings of $72.0-79.0 million (9-20% growth).

Silvaco Group (Nasdaq: SVCO) has announced the strategic acquisition of Cadence's Process Proximity Compensation (PPC) product line, an optical proximity correction (OPC) suite of tools. The acquisition strengthens Silvaco's EDA and TCAD capabilities, enhancing its ability to offer advanced computational lithography solutions for semiconductor manufacturing at advanced nodes.

The integration of Cadence's OPC expertise will advance Silvaco's AI-based FTCO platform, quantum-level simulation, and hybrid Fab optimization for semiconductor and photonics mask generation. The acquired OPC product line has already been adopted by leading semiconductor companies, and Silvaco plans to maintain seamless integration and continuity for existing customers.

The company reported record bookings and revenue for 2024, driven by strong demand for its digital twin modeling platform and growth in semiconductor markets. This acquisition is expected to unlock complementary market opportunities and enhance Silvaco's EDA, TCAD, and AI-Driven Fab Technology Co-Optimization™ offerings.

Silvaco Group (NASDAQ: SVCO) announced preliminary Q4 2024 results with record-breaking performance. Q4 bookings are expected between $20.1-20.4 million, up 29-31% year-over-year, while revenue is projected at $17.7-18.1 million, up 41-45% year-over-year.

The company signed 13 new customers in Q4 across photonics, power, automotive, memory, and foundry sectors. Q4 GAAP gross margin is anticipated at 85-87%, with non-GAAP gross margin at 88-90%. GAAP net income per share is expected between $0.14-0.18, compared to ($0.11) in Q4 2023.

For full-year 2024, gross bookings are expected at $65.5-65.9 million, up 13% from 2023, with revenue projected at $59.5-59.9 million, representing a 10% increase. The company acquired 46 new customers throughout the year.

Silvaco Group (Nasdaq: SVCO) has announced its participation in the 27th Annual Needham Growth Conference. The company, which specializes in TCAD, EDA software, and SIP solutions for semiconductor design and digital twin modeling through AI software, will engage in a fireside chat on Wednesday, January 15, at 9:30 a.m. Eastern time.

The presentation will be accessible to interested parties through a live webcast, with a replay option available afterward. Both the live stream and replay can be accessed through Silvaco's investor relations website at https://investors.silvaco.com/.