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Silvaco to Accelerate Physics-Based Digital Twins for Semiconductor Design and Manufacturing Using NVIDIA AI and Accelerated Computing

(Very Positive)
Tags
AI

Silvaco (Nasdaq: SVCO) announced a collaboration with NVIDIA to integrate NVIDIA accelerated computing, CUDA-X libraries, PhysicsNeMo, Omniverse, Nemotron open models, and Cosmos with Silvaco’s physics-based TCAD and EDA simulation portfolio to advance high-fidelity digital twins for semiconductor design and manufacturing.

Silvaco plans to GPU-accelerate device, process, photonics, and multiphysics simulations, develop AI surrogate models, and offer real-time digital twin visualization and collaboration across fabs and manufacturing systems. An early proof point was a fully scaled 3D FDTD photonic edge coupler simulation with 3.2 billion mesh nodes on 32 NVIDIA GPUs, completed in under four hours with less than 0.15 dB deviation from measurement.

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Positive

  • 3.2 billion-node photonic simulation on 32 GPUs in under four hours
  • Less than 0.15 dB difference between photonic simulation and measurement in GPU-accelerated benchmark
  • Expanded partnership with NVIDIA AI and accelerated computing platforms to enhance Silvaco’s digital twin offerings

Negative

  • None.

Market Context

SVCO's May 19 IP announcement was followed by -2.01% over 24 hours, adding historical context to thi...
Analysis

SVCO's May 19 IP announcement was followed by -2.01% over 24 hours, adding historical context to this collaboration. The active S-3 permits up to $50,000,000 in securities, a financing consideration.

Key Figures

Mesh nodes: 3.2 billion mesh nodes GPU count: 32 NVIDIA GPUs Simulation runtime: Under four hours +2 more
5 metrics
Mesh nodes 3.2 billion mesh nodes Fully scaled 3D FDTD photonic edge-coupler simulation
GPU count 32 NVIDIA GPUs Simulation connected with NVLink
Simulation runtime Under four hours 3D FDTD photonic edge-coupler simulation
Measurement difference Less than 0.15 dB Difference between measurement and simulation
Simulation cycles Weeks to days Expected customer value from GPU-accelerated simulation and AI modeling

Historical Context

5 past events · Latest: Jul 23 (Neutral)
Pattern 5 events
Date Event Sentiment 24h Move Catalyst
Jul 23 Earnings date notice Neutral -2.8% Announced Q2 results release date and conference call covering Q3 outlook
May 19 IP availability Positive -2.0% Announced MIPI combo IP availability on TSMC N2P process
May 07 Quarterly earnings Positive -4.7% Reported first-quarter revenue growth, margin expansion, and Q2 guidance
May 04 Conference participation Neutral +4.0% Announced executive participation in two upcoming investor conferences
Apr 23 Earnings date notice Neutral +9.8% Announced Q1 results release date and conference call schedule

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

SVCO's two recent positive announcements were followed by negative 24-hour price reactions, indicating repeated divergence from favorable news.

Key Terms

multiphysics, surrogate models
2 terms
multiphysics technical
"Silvaco's deep expertise in semiconductor and multiphysics digital twins"
A multiphysics simulation is a computer model that links two or more interacting physical effects—such as heat, fluid flow, structural stress or electrical behavior—so they can be studied together instead of separately. For investors, it matters because these coupled models help companies predict real-world performance, cut costly prototypes, speed product development, and reduce technical risk before production or regulatory review; think of it like testing how a building handles wind, rain and weight simultaneously rather than one at a time.
surrogate models technical
"AI surrogate models that complement high-fidelity physics simulation"
A surrogate model is a simplified, faster mathematical or machine-learning approximation that stands in for a complex, slow, or costly process—like using a flight simulator instead of flying a real plane. It predicts outcomes, estimates risks, or guides decisions when running the full experiment or simulation would be impractical. For investors, surrogate models matter because they can speed analysis, reduce cost, and shape forecasts or valuation inputs used in financial and regulatory decisions.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Silvaco is integrating NVIDIA accelerated computing and AI with its physics-based simulation portfolio to advance digital twins for semiconductor design and manufacturing

SANTA CLARA, Calif., July 26, 2026 (GLOBE NEWSWIRE) -- Silvaco Group, Inc. (Nasdaq: SVCO) (“Silvaco”), a leading provider of TCAD, EDA software, and semiconductor IP solutions, and NVIDIA, a global leader in accelerated computing and AI, today announced a collaboration to advance next-generation digital twins for semiconductor design and manufacturing using NVIDIA accelerated computing and AI.

Silvaco is combining decades of physics-based modeling expertise with NVIDIA’s accelerated computing, CUDA-X™ libraries, PhysicsNeMo, Omniverse libraries, and Nemotron open models to help customers build, train, and deploy high-fidelity digital twins capable of predicting, optimizing, and validating complex semiconductor systems with unprecedented speed and accuracy.

Together, Silvaco’s physics-based simulation portfolio and NVIDIA accelerated computing and AI will help customers design, simulate and optimize increasingly complex semiconductor technologies.

Partnership Focus Areas

GPU-Accelerated Physics Simulation

Silvaco intends to use NVIDIA accelerated computing and CUDA-X™ libraries to accelerate its semiconductor device, process, photonics, and multiphysics simulation solutions, enabling dramatic reductions in simulation runtimes and increased design productivity. As an early proof point, Silvaco completed a fully scaled 3D FDTD simulation of a photonic edge coupler with 3.2 billion mesh nodes on 32 NVIDIA GPUs connected with NVLink in under four hours. The workload did not converge on CPUs, and the result achieved less than 0.15 dB difference between measurement and simulation.

AI-Driven Surrogate Modeling

Silvaco intends to leverage NVIDIA PhysicsNeMo to develop customizable AI surrogate models that complement high-fidelity physics simulation and accelerate exploration of design alternatives.

Digital Twin Visualization and Collaboration

Silvaco plans to connect its digital twin environment with NVIDIA Omniverse libraries™ and NVIDIA Cosmos™ to deliver collaborative, real-time visualization and simulation environments spanning semiconductor fabs, manufacturing systems, robotics platforms and infrastructure applications to provide interactive visualization and collaboration across semiconductor design and manufacturing workflows.

Scaled Engineering Workflows

Silvaco aims to establish cloud-native workflows that support design, testing, and validation across distributed teams and compute environments.

Delivering Measurable Customer Value

By combining the technologies, Silvaco expects to help customers:

  • Reduce Simulation Cycles from Weeks to Days
    GPU-accelerated simulation and AI-driven modeling will enable faster design iterations and reduced time-to-market.
  • Improve Accuracy and Insight
    High-fidelity digital twins will provide deeper visibility into system performance, enabling more precise validation and optimization.
  • Scale Engineering and Collaboration
    Cloud-based visualization and AI-driven workflows will enable global teams to collaborate more efficiently and execute complex simulations at scale.

“The convergence of physics-based simulation, accelerated computing, and artificial intelligence is transforming design and manufacturing,” said Walden C. Rhines, President and Chief Executive Officer of Silvaco. “By combining Silvaco’s deep expertise in semiconductor and multiphysics digital twins with NVIDIA’s industry-leading computing and AI platforms, we can help customers model increasingly complex systems with greater speed, fidelity, and confidence. Together, we are positioning the industry for a future where AI-powered digital twins can fundamentally transform how semiconductor technologies are designed, validated, and optimized.”

“Digital twins are becoming essential tools for engineering and manufacturing innovation,” said Da Yang, senior director of product, semiconductor and EDA at NVIDIA. “By using NVIDIA AI, open models, libraries and accelerated computing, Silvaco is connecting high-fidelity simulation, helping customers move faster from modeling to insight across semiconductor design and manufacturing.”

The combination of Silvaco and NVIDIA solutions is expected to enable advanced digital twin applications including:

  • Semiconductor process, device, packaging, and photonics simulation
  • AI-assisted development of next-generation chips and advanced nodes
  • Factory optimization and predictive manufacturing

This collaboration brings together Silvaco’s semiconductor modeling expertise with NVIDIA accelerated computing and AI to advance high-fidelity simulation, AI surrogate models, and digital twins across semiconductor design and manufacturing.

About Silvaco

Silvaco is a provider of AI-enabled TCAD and EDA solutions, and SIP solutions that enable semiconductor design and digital twin modeling through AI software and innovation. Silvaco’s solutions are used for semiconductor and photonics processes, devices, and systems development across display, power devices, automotive, memory, high-performance compute, foundries, photonics, internet of things, and 5G/6G mobile markets for complex SoC design. Silvaco is headquartered in Santa Clara, California, and has a global presence with offices located in North America, Europe, Brazil, China, Egypt, Japan, Korea, Singapore, Taiwan, and Vietnam. Learn more at silvaco.com.

Safe Harbor Statement

This press release contains “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, each as amended, that are intended to be covered by the “safe harbor” provisions of those sections. Forward-looking statements give our current expectations and projections relating to our financial condition, results of operations, plans, objectives, future performance and business and can be identified by the fact that they do not relate strictly to historical or current facts. Forward-looking statements are typically identified by the use of words such as “anticipate,” “expect,” “intend,” “plan,” “believe,” “estimate,” “potential,” “continue” and similar expressions, although not all forward-looking statements contain these words. These statements are based on the Company’s current expectations and assumptions and are subject to risks, uncertainties and other factors, including those described in the Company’s most recent Quarterly Report on Form 10-Q and other filings with the Securities and Exchange Commission. These factors may cause actual results to differ materially from those expressed or implied by forward-looking statements. The Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by law.

Media Contacts

Investor Relations:
investors@silvaco.com 

Media Relations:
press@silvaco.com 


FAQ

What did Silvaco (SVCO) announce about its collaboration with NVIDIA on July 26, 2026?

Silvaco announced a collaboration with NVIDIA to integrate NVIDIA accelerated computing and AI with Silvaco’s physics-based simulation portfolio. According to Silvaco, the goal is to advance high-fidelity digital twins for semiconductor design and manufacturing, improving prediction, optimization, and validation of complex semiconductor systems.

How will NVIDIA AI and accelerated computing be used in Silvaco (SVCO) semiconductor simulations?

Silvaco intends to use NVIDIA accelerated computing, CUDA-X libraries, PhysicsNeMo, Omniverse, and Nemotron models to speed physics-based simulations and create AI surrogate models. According to Silvaco, this should reduce simulation runtimes, support design-space exploration, and enhance digital twin visualization and collaboration for semiconductor workflows.

What performance benchmark did Silvaco (SVCO) report using NVIDIA GPUs?

Silvaco reported completing a fully scaled 3D FDTD simulation of a photonic edge coupler with 3.2 billion mesh nodes on 32 NVIDIA GPUs in under four hours. According to Silvaco, this workload did not converge on CPUs and achieved less than 0.15 dB difference versus measurement.

How could the Silvaco and NVIDIA collaboration impact semiconductor digital twins for SVCO customers?

Silvaco expects the collaboration to help customers build and deploy high-fidelity digital twins that reduce simulation cycles, improve accuracy, and scale engineering collaboration. According to Silvaco, GPU-accelerated simulation and AI-driven modeling aim to shorten design iterations and enhance validation and optimization of semiconductor technologies.

Which semiconductor design areas will Silvaco (SVCO) focus on with NVIDIA technologies?

Silvaco plans to apply NVIDIA technologies to semiconductor process, device, packaging, and photonics simulation, as well as factory optimization and predictive manufacturing. According to Silvaco, AI-assisted development will support next-generation chips, advanced nodes, and large-scale digital twin environments across fabs and manufacturing systems.

How does Silvaco (SVCO) plan to support scaled engineering workflows with NVIDIA AI?

Silvaco aims to establish cloud-native workflows that support design, testing, and validation across distributed teams and compute environments. According to Silvaco, cloud-based visualization and AI-driven workflows are expected to let global engineering teams collaborate more efficiently and run complex semiconductor simulations at scale.