August 6, 2025 Innovative Semiconductors / Photonics Design and Manufacturing Through AI Automation, Digital Twin Modeling, and Simulation Software APRIL 2024 From Atoms to Systems Q2 2025 Earnings Presentation This presentation and the accompanying oral presentation include express and implied "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. In some cases, you can identify forward-looking statements by terms such as "anticipate," "believe," "can," "co ...

[Executive Summary & Business Highlights](index=1&type=section&id=Executive%20Summary%20%26%20Business%20Highlights) [Company Overview and Strategic Direction](index=1&type=section&id=1.1%20Company%20Overview%20and%20Strategic%20Direction) Silvaco, a TCAD, EDA software, and SIP solutions provider, expanded its Serviceable Addressable Market (SAM) through the Mixel Group acquisition and is confident in long-term growth driven by strong demand, strategic expansion, and increasing technology stack value - Through the acquisition of Mixel Group, Inc., Silvaco's Serviceable Addressable Market (SAM) is estimated to have increased by **$110 million**, in addition to the **$600 million** incremental SAM from earlier acquisitions this year[3](index=3&type=chunk) - The company is confident in its long-term growth trajectory, driven by strong market demand, strategic expansion, and the increasing value of its technology stack[3](index=3&type=chunk) [Q2 2025 and Recent Q3 2025 Business Highlights](index=1&type=section&id=1.2%20Q2%202025%20and%20Recent%20Q3%202025%20Business%20Highlights) Silvaco completed the Mixel Group acquisition in Q2 2025, with new customers contributing 14% and existing customer expansion 40% of revenue, while also announcing executive team updates and resolving a dispute with former Nangate shareholders - Completed the acquisition of Mixel Group, Inc. on August 1, further expanding the Serviceable Addressable Market (SAM) by approximately **$110 million**[4](index=4&type=chunk) Q2 2025 Revenue Contribution Sources | Source | Percentage of Q2 Revenue | | :-------------------------------- | :----------------------- | | New Customers (this quarter) | 14% | | New Customers acquired in prior two quarters | 6% | | Expansion from existing customers | 40% | | Renewals | 40% | - The executive team added three new members, including Senior Vice President of the EDA Business Unit, Senior Vice President of the Silicon IP Business Unit, and Vice President of Business Development[4](index=4&type=chunk) - Resolved an ongoing dispute with former shareholders of Nangate, Inc[4](index=4&type=chunk) [Q2 2025 Financial Performance](index=2&type=section&id=Q2%202025%20Financial%20Performance) [GAAP Financial Results](index=2&type=section&id=2.1%20GAAP%20Financial%20Results) In Q2 2025, Silvaco reported **$12.05 million** in revenue, a **19% year-over-year decrease**, with a GAAP net loss of **$9.40 million**, significantly narrowed from **$38.40 million** in Q2 2024, resulting in a basic net loss per share of **($0.32)** Q2 2025 GAAP Financial Highlights | Metric | Q2 2025 | Q2 2024 | Year-over-Year Change | | :----------------------- | :---------- | :---------- | :--------- | | Revenue | $12.05 million | $14.96 million | -19% | | GAAP Gross Profit | $8.50 million | $10.10 million | -15.8% | | GAAP Gross Margin | 71% | 68% | +3 percentage points | | GAAP Net Loss | ($9.40) million | ($38.40) million | +75.5% (loss narrowed) | | GAAP Basic Net Loss Per Share | ($0.32) | ($1.55) | +79.3% (loss narrowed) | Q2 2025 Revenue by Product Line (Year-over-Year Change) | Product Line | Q2 2025 Revenue | Year-over-Year Change | | :------------ | :-------------- | :--------- | | TCAD | $6.80 million | -34% | | EDA | $3.40 million | +15% | | SIP | $1.80 million | +11% | [Non-GAAP Financial Results](index=2&type=section&id=2.2%20Non-GAAP%20Financial%20Results) Silvaco's Q2 2025 non-GAAP gross profit was **$9.20 million** with a **76%** gross margin, down from **86%** in Q2 2024, leading to a non-GAAP net loss of **$4.60 million** compared to a net income of **$1.80 million** in the prior year, and a diluted non-GAAP net loss per share of **($0.16)** Q2 2025 Non-GAAP Financial Highlights | Metric | Q2 2025 | Q2 2024 | | :-------------------------- | :---------- | :---------- | | Non-GAAP Gross Profit | $9.20 million | $12.80 million | | Non-GAAP Gross Margin | 76% | 86% | | Non-GAAP Net Loss | ($4.60) million | $1.80 million | | Non-GAAP Diluted Net Loss Per Share | ($0.16) | $0.07 | [Key Operating Indicators](index=2&type=section&id=2.3%20Key%20Operating%20Indicators) In Q2 2025, Silvaco's total bookings were **$12.90 million**, a **34% year-over-year decrease**, with remaining performance obligations of **$36.40 million** as of June 30, 2025, of which **50%** is expected to be recognized as revenue within the next 12 months Q2 2025 Key Operating Indicators | Metric | Q2 2025 | Year-over-Year Change | | :-------------------------- | :---------- | :--------- | | Total Bookings | $12.90 million | -34% | | Remaining Performance Obligations (as of June 30, 2025) | $36.40 million | Not Applicable | | Revenue expected to be recognized within next 12 months | 50% of Remaining Performance Obligations | Not Applicable | Cash and Marketable Securities (as of Q2 2025) | Category | Amount | | :-------------------------------------- | :----------- | | Cash and Cash Equivalents, Restricted Cash | $29.632 million | | Marketable Securities | $25.853 million | | Total Cash, Cash Equivalents, Restricted Cash, and Marketable Securities | $55.50 million | [Financial Outlook](index=3&type=section&id=Financial%20Outlook) [Q3 2025 Financial Outlook](index=3&type=section&id=3.1%20Q3%202025%20Financial%20Outlook) Silvaco projects Q3 2025 total bookings between **$14.0 million** and **$18.2 million**, representing a significant year-over-year increase of **42% to 84%**, with revenue expected between **$14.0 million** and **$18.0 million**, and non-GAAP gross margin between **81% and 85%** Q3 2025 Financial Guidance | Metric | Range | Year-over-Year Change vs. Q3 2024 | | :-------------------------- | :-------------------- | :---------------------- | | Total Bookings | $14.0 million - $18.2 million | +42% to +84% | | Revenue | $14.0 million - $18.0 million | +28% to +64% | | Non-GAAP Gross Margin | 81% - 85% | Compared to 86% in Q3 2024 | | Non-GAAP Operating Income (Loss) | ($3.5 million) - $0.5 million | Compared to ($2.6 million) in Q3 2024 | | Non-GAAP Diluted Net Income (Loss) Per Share | ($0.12) - $0.02 | Compared to ($0.06) in Q3 2024 | [Full Year 2025 Financial Outlook](index=3&type=section&id=3.2%20Full%20Year%202025%20Financial%20Outlook) Silvaco anticipates full-year 2025 total bookings between **$67.0 million** and **$74.0 million**, a **2% to 13%** increase from 2024, with revenue projected between **$64.0 million** and **$70.0 million**, non-GAAP gross margin between **83% and 86%**, and non-GAAP operating income (loss) between **($2.0 million)** and **$1.0 million** Full Year 2025 Financial Guidance | Metric | Range | Year-over-Year Change vs. 2024 | | :-------------------------- | :-------------------- | :------------------- | | Total Bookings | $67.0 million - $74.0 million | +2% to +13% | | Revenue | $64.0 million - $70.0 million | +7% to +17% | | Non-GAAP Gross Margin | 83% - 86% | Compared to 86% in 2024 | | Non-GAAP Operating Income (Loss) | ($2.0 million) - $1.0 million | Compared to $5.5 million income in 2024 | | Non-GAAP Diluted Net Income (Loss) Per Share | ($0.07) - $0.03 | Compared to $0.25 income in 2024 | [Detailed Financial Statements](index=7&type=section&id=Detailed%20Financial%20Statements) [Condensed Consolidated Balance Sheets](index=7&type=section&id=4.1%20Condensed%20Consolidated%20Balance%20Sheets) As of June 30, 2025, Silvaco's total assets were **$127.6 million**, a decrease from **$142.3 million** on December 31, 2024, with total liabilities decreasing to **$48.0 million** and total stockholders' equity also decreasing to **$79.6 million** during the same period Condensed Consolidated Balance Sheet Highlights (in thousands of USD) | Metric | June 30, 2025 | December 31, 2024 | | :-------------------------- | :-------------- | :---------------- | | Total Assets | 127,629 | 142,345 | | Total Liabilities | 48,041 | 42,262 | | Total Stockholders' Equity | 79,588 | 100,083 | | Cash and Cash Equivalents | 13,132 | 19,606 | | Restricted Cash | 16,500 | — | | Current Marketable Securities | 25,853 | 63,071 | [Condensed Consolidated Statements of Operations](index=8&type=section&id=4.2%20Condensed%20Consolidated%20Statements%20of%20Operations) For the three months ended June 30, 2025, total revenue was **$12.0 million**, down from **$15.0 million** in Q2 2024, with a net loss of **$9.4 million**, a significant improvement from the **$38.4 million** net loss in Q2 2024, primarily due to substantial reductions in general and administrative expenses and litigation settlement costs Condensed Consolidated Statements of Operations Highlights (for the three months ended June 30, in thousands of USD) | Metric | 2025 | 2024 | | :-------------------------- | :------- | :------- | | Total Revenue | 12,048 | 14,960 | | Gross Profit | 8,544 | 10,099 | | Operating Loss | (10,143) | (37,789) | | Net Loss | (9,409) | (38,388) | | Basic and Diluted Net Loss Per Share | (0.32) | (1.55) | Key Operating Expenses (for the three months ended June 30, in thousands of USD) | Expense Category | 2025 | 2024 | | :-------------------------- | :------- | :------- | | Research and Development Expenses | 5,907 | 7,707 | | Sales and Marketing Expenses | 4,714 | 7,171 | | General and Administrative Expenses | 8,066 | 18,314 | | Litigation Settlement Expenses | — | 14,696 | [Condensed Consolidated Statements of Cash Flows](index=9&type=section&id=4.3%20Condensed%20Consolidated%20Statements%20of%20Cash%20Flows) For the six months ended June 30, 2025, net cash outflow from operating activities increased to **($16.6 million)** from **($8.8 million)** in the prior year, while net cash inflow from investing activities significantly improved to **$27.8 million**, driven by sales and maturities of marketable securities and business acquisitions, and net cash outflow from financing activities was **($1.6 million)**, contrasting with **$106.4 million** cash inflow from IPO in the prior year Condensed Consolidated Statements of Cash Flows Highlights (for the six months ended June 30, in thousands of USD) | Cash Flow Activity | 2025 | 2024 | | :-------------------------------------- | :--------- | :--------- | | Net Cash Outflow from Operating Activities | (16,613) | (8,794) | | Net Cash Inflow (Outflow) from Investing Activities | 27,817 | (67,865) | | Net Cash Outflow (Inflow) from Financing Activities | (1,599) | 106,424 | | Net Increase in Cash and Cash Equivalents and Restricted Cash | 10,026 | 29,853 | | Cash and Cash Equivalents and Restricted Cash at End of Period | 29,632 | 34,274 | - Cash flow from investing activities significantly increased in 2025, primarily driven by the sale (**$10.3 million**) and maturity (**$32.0 million**) of marketable securities, partially offset by business acquisitions (**$14.3 million**)[30](index=30&type=chunk) [Revenue Analysis](index=10&type=section&id=Revenue%20Analysis) [Revenue Breakdown by Region](index=10&type=section&id=5.1%20Revenue%20Breakdown%20by%20Region) In Q2 2025, Asia Pacific remained the largest revenue contributor at **57%**, a decrease from **62%** in Q1 2025, while the Americas' share increased from **20%** to **36%**, and EMEA's contribution declined to **7%** Revenue Breakdown by Region (Percentage of Total Revenue) | Region | Q2 2025 | Q1 2025 | Q2 2024 | | :------- | :------ | :------ | :------ | | Americas | 36% | 20% | 51% | | Asia Pacific | 57% | 66% | 41% | | Europe, Middle East, and Africa | 7% | 14% | 8% | [Revenue Breakdown by Product Line](index=10&type=section&id=5.2%20Revenue%20Breakdown%20by%20Product%20Line) TCAD remained the dominant product line, accounting for **56%** of Q2 2025 revenue, consistent with Q1 2025 but down from **69%** in Q2 2024, while EDA's share decreased from **36%** to **29%**, and SIP's share increased from **8%** to **15%** Revenue Breakdown by Product Line (Percentage of Total Revenue) | Product Line | Q2 2025 | Q1 2025 | Q2 2024 | | :----------- | :------ | :------ | :------ | | TCAD | 56% | 56% | 69% | | EDA | 29% | 36% | 20% | | SIP | 15% | 8% | 11% | [Revenue Breakdown by Item Category](index=10&type=section&id=5.3%20Revenue%20Breakdown%20by%20Item%20Category) Software license revenue constituted **60%** of total revenue in Q2 2025, down from **71%** in Q1 2025 and **74%** in Q2 2024, while maintenance and services revenue increased to **40%** in Q2 2025, up from **29%** in Q1 2025 and **26%** in Q2 2024 Revenue Breakdown by Item Category (Percentage of Total Revenue) | Category | Q2 2025 | Q1 2025 | Q2 2024 | | :-------------------- | :------ | :------ | :------ | | Software License Revenue | 60% | 71% | 74% | | Maintenance and Services | 40% | 29% | 26% | [Revenue Breakdown by Country](index=10&type=section&id=5.4%20Revenue%20Breakdown%20by%20Country) In Q2 2025, the United States contributed **30%** of revenue, while China's share increased from **14%** in Q1 2025 to **28%**, and the "Other" category (representing multiple countries) decreased from **66%** in Q1 2025 to **42%** Revenue Breakdown by Country (Percentage of Total Revenue) | Country | Q2 2025 | Q1 2025 | Q2 2024 | | :------------ | :------ | :------ | :------ | | United States | 30% | 20% | 50% | | China | 28% | 14% | 17% | | Other | 42% | 66% | 33% | [Non-GAAP Measures & Reconciliation](index=5&type=section&id=Non-GAAP%20Measures%20%26%20Reconciliation) [Discussion of Non-GAAP Financial Measures](index=5&type=section&id=6.1%20Discussion%20of%20Non-GAAP%20Financial%20Measures) Silvaco utilizes non-GAAP financial measures, including non-GAAP cost of revenue, gross profit, operating income (loss), net income (loss), and diluted net income (loss) per share, to supplement GAAP results by excluding non-cash or non-core operating items like stock-based compensation and acquisition-related amortization, aiming for clearer insights into core operational performance and enhanced period-over-period comparability - Non-GAAP measures exclude items such as stock-based compensation expense, amortization of acquired intangible assets, acquisition-related professional fees and retention bonuses, payroll tax expense related to IPO lock-up release, IPO readiness costs, acquisition-related litigation settlement and legal fees, executive severance, changes in fair value of contingent consideration, foreign exchange (gain) loss, loss on debt extinguishment, and income tax effects of non-GAAP adjustments[21](index=21&type=chunk)[22](index=22&type=chunk) - These exclusions are due to their non-cash nature or because they do not represent core operating performance, thereby improving comparability with prior periods and competitors[23](index=23&type=chunk) - Non-GAAP measures are useful for management in making financial and operational decisions and for investors/analysts in analyzing financial performance and business health, but should supplement, not replace, GAAP results[24](index=24&type=chunk) [GAAP to Non-GAAP Reconciliation](index=11&type=section&id=6.2%20GAAP%20to%20Non-GAAP%20Reconciliation) The reconciliation table details adjustments to convert GAAP data to non-GAAP measures, including cost of revenue, gross profit, operating expenses, operating income (loss), and net income (loss), with key adjustments including the add-back of stock-based compensation, amortization of acquired intangible assets, and acquisition-related litigation settlement and legal fees Key GAAP to Non-GAAP Adjustments (for the three months ended June 30, in thousands of USD) | Adjustment Category | Cost of Revenue | Gross Profit | Operating Expenses | Operating Loss | Net Loss | | :------------------------------------------ | :-------------- | :----------- | :----------------- | :------------- | :------- | | Stock-based Compensation Expense | (359) | 359 | (1,761) | 2,120 | 2,120 | | Amortization of Acquired Intangible Assets | (249) | 249 | (373) | 622 | 622 | | Acquisition-related Professional Fees and Retention Bonuses | (59) | 59 | (1,377) | 1,436 | 1,436 | | Acquisition-related Litigation Settlement and Legal Fees | — | — | (304) | 304 | 304 | [Corporate Information](index=4&type=section&id=Corporate%20Information) [About Silvaco](index=4&type=section&id=7.1%20About%20Silvaco) Silvaco is a global provider of TCAD, EDA software, and SIP solutions, enabling semiconductor design and digital twin modeling through AI software and innovation, serving diverse markets from display to 5G/6G mobile, with headquarters in Santa Clara, California, and global offices - Silvaco is a provider of TCAD, EDA software, and SIP solutions, enabling semiconductor design and digital twin modeling through AI software and innovation[13](index=13&type=chunk) - Its solutions are applied in complex SoC designs across markets such as display, power devices, automotive, memory, high-performance computing, foundries, photonics, IoT, and 5G/6G mobile[13](index=13&type=chunk) - The company is headquartered in Santa Clara, California, with global offices in North America, Europe, Egypt, Brazil, China, Japan, Korea, Singapore, Vietnam, and Taiwan[13](index=13&type=chunk) [Q2 2025 Conference Call Details](index=4&type=section&id=7.2%20Q2%202025%20Conference%20Call%20Details) Silvaco held its Q2 2025 earnings conference call on Wednesday, August 6, 2025, at 5:00 PM ET, with a webcast and archived replay available on the investor relations website - The Q2 2025 conference call was held on Wednesday, August 6, 2025, at 5:00 PM ET[12](index=12&type=chunk)[13](index=13&type=chunk) - Supplemental financial results and the earnings presentation are available at https://investors.silvaco.com/, along with an archived replay of the conference call[12](index=12&type=chunk) [Safe Harbor Statement](index=4&type=section&id=7.3%20Safe%20Harbor%20Statement) This press release contains forward-looking statements based on Silvaco's current expectations, subject to various risks and uncertainties including market conditions, technological changes, regulatory developments, and macroeconomic trends, which could cause actual results to differ materially from expectations - Forward-looking statements are based on current expectations and are subject to various risks and uncertainties that could cause actual results to differ materially from expectations[14](index=14&type=chunk)[16](index=16&type=chunk) - Risk factors include market conditions, technological changes, demand levels, regulatory developments, trade policies, public health crises, geopolitical conflicts, and the ability to integrate acquisitions and retain key personnel[16](index=16&type=chunk)[18](index=18&type=chunk) - Readers should not place undue reliance on any forward-looking statements, and Silvaco undertakes no obligation to update these statements; further information is available in SEC filings[19](index=19&type=chunk) [Contacts](index=12&type=section&id=7.4%20Contacts) Contact information for media relations and investor relations is provided for inquiries - Media Relations contact: Tiffany Behany, press@silvaco.com[35](index=35&type=chunk) - Investor Relations contact: Greg McNiff, investors@silvaco.com[35](index=35&type=chunk)

Core Insights - Silvaco Group, Inc. reported second quarter 2025 results with gross bookings of $12.91 million and revenue of $12.05 million, reflecting a year-over-year decline of 19% and a quarter-over-quarter decline of 15% [6][9] - The company achieved a trailing twelve-month Annual Contract Value (ACV) growth of 26% and landed 10 new logos across various sectors including photonics, automotive, military, foundry, and power [1][3] - The acquisition of Mixel Group, Inc. is expected to expand Silvaco's Serviceable Addressable Market (SAM) by an estimated $110 million, in addition to $600 million from previous acquisitions this year [3][6] Financial Performance - Revenue breakdown for Q2 2025: TCAD revenue was $6.8 million (down 34% year-over-year), EDA revenue was $3.4 million (up 15% year-over-year), and SIP revenue was $1.8 million (up 11% year-over-year) [6][9] - GAAP gross profit was $8.5 million with a gross margin of 71%, compared to $10.1 million and a gross margin of 68% in Q2 2024 [6][9] - Non-GAAP gross profit was $9.2 million with a non-GAAP gross margin of 76%, down from $12.8 million and 86% in Q2 2024 [9][19] Business Highlights - 14% of Q2 revenue came from 10 new customers, while 6% was from new customers acquired in the previous two quarters [6] - 40% of Q2 revenue was generated from expansion in existing customers, and another 40% from renewals [6] - The company has made leadership updates with three new additions to the executive team, enhancing its strategic capabilities [6] Future Outlook - For Q3 2025, Silvaco expects gross bookings in the range of $14.0 million to $18.2 million, representing a 42% to 84% increase year-over-year [10] - Revenue guidance for Q3 2025 is projected between $14.0 million and $18.0 million, indicating a 28% to 64% increase from Q3 2024 [10] - The company anticipates a GAAP net loss of $9.4 million for Q3 2025, an improvement compared to a net loss of $38.4 million in Q2 2024 [9][10]

Core Insights - Silvaco Group, Inc. has completed the acquisition of Mixel Group, Inc., enhancing its semiconductor IP capabilities targeting high-growth markets such as mobile, automotive, VR, AR, IoT, and robotics [1][2] Company Overview - Silvaco is a provider of TCAD, EDA software, and SIP solutions, facilitating semiconductor design and digital twin modeling through AI [4] - The company operates globally with offices in North America, Europe, Egypt, Brazil, China, Japan, Korea, Singapore, Vietnam, and Taiwan [4] Acquisition Details - The acquisition of Mixel follows a definitive agreement announced on July 29, 2025, and Mixel will now be part of Silvaco's Semiconductor IP Business Unit [2] - Mixel specializes in low-power, high-performance semiconductor IP, particularly in programmable SerDes and PHY solutions, with over 25 years of proven success [3] Strategic Implications - The integration of Mixel's technologies and engineering talent is expected to accelerate innovation and enhance customer value [3] - Silvaco aims to leverage Mixel's expertise to bring new solutions to market more rapidly and strengthen customer partnerships [3]

Core Viewpoint - Silvaco Group, Inc. has announced a definitive agreement to acquire Mixel Group, Inc. to enhance its semiconductor IP offerings in high-growth markets such as mobile, automotive, VR, AR, IoT, and robotics [1][4] Company Overview - Silvaco is a provider of TCAD, EDA software, and SIP solutions, facilitating semiconductor design and digital twin modeling through AI [5] - Mixel specializes in low-power connectivity silicon IP, focusing on high-performance, programmable SerDes and PHY solutions [3][6] Acquisition Details - The acquisition is expected to close on or before August 1, 2025, pending customary closing conditions [2] - The transaction involves a combination of cash and stock [1] Strategic Implications - The acquisition will allow Silvaco to strengthen its collaboration across the semiconductor ecosystem and support continued growth [4] - Mixel's IP is already deployed by leading semiconductor and system companies, enhancing Silvaco's market position [4] Leadership and Transition - Ashraf Takla, CEO of Mixel, will join Silvaco to ensure a smooth transition for Mixel's employees, customers, and partners [4] - The combined R&D capabilities of both companies are expected to drive innovation in connectivity IP solutions [4]

Company Overview - Pixelworks (PXLW) shares increased by 20.8% to $12.66 in the last trading session, with a notable trading volume and a total gain of 36.9% over the past four weeks [1] - The company is experiencing benefits from cost reduction actions, strategic partnerships, and advancements in mobile and TrueCut Motion ecosystems [1] Financial Performance - Pixelworks is expected to report a quarterly loss of $1.08 per share, reflecting a year-over-year change of +30.8%, with revenues projected at $8.5 million, a decrease of 0.4% from the previous year [2] - The consensus EPS estimate for Pixelworks has remained unchanged over the last 30 days, indicating a lack of upward trend in earnings estimate revisions [3] Industry Context - Pixelworks operates within the Zacks Electronics - Semiconductors industry, where another company, Silvaco Group, Inc. (SVCO), saw a 5.3% increase in its stock price to $4.59, but has returned -9.7% over the past month [3] - Silvaco Group's consensus EPS estimate for the upcoming report is -$0.09, representing a significant change of -228.6% from the previous year, and it also holds a Zacks Rank of 3 (Hold) [4]

Core Insights - Silvaco Group, Inc. has announced the addition of three experienced leaders to its management team, aimed at enhancing innovation and operational excellence in semiconductor design and software development [1][2][3][4] Leadership Additions - Andrew Wright has been appointed as Senior Vice President and General Manager of the Semiconductor IP Business Unit, bringing extensive experience from his previous roles at Efabless and Cypress Semiconductor [2][3] - Jasvinder Singh will lead the EDA Business Unit, with over 20 years of experience in EDA, AI, and semiconductor systems, having held senior positions at Synopsys and Cadence [3] - John Berg has been named Vice President of Business Development, contributing over two decades of experience in quantum computing and semiconductor electronics, previously serving at PsiQuantum and Cypress Semiconductor [4] Strategic Goals - The new leadership is expected to strengthen Silvaco's ability to innovate and scale its organic growth, positioning the company to broaden its market presence and enhance customer value [2]

Core Viewpoint - Silvaco Group, Inc. will announce its financial results for Q2 2025 on August 6, 2025, and will provide a full-year outlook during a conference call [1][2]. Company Overview - Silvaco is a provider of TCAD, EDA software, and SIP solutions that facilitate semiconductor design and AI through innovative software [3]. - The company's solutions are utilized in various sectors including display, power devices, automotive, memory, high-performance computing, foundries, photonics, IoT, and 5G/6G mobile markets for complex SoC design [3]. - Silvaco is headquartered in Santa Clara, California, and has a global presence with offices in North America, Europe, Brazil, China, Japan, Korea, Singapore, and Taiwan [3]. Financial Results Announcement - The financial results for the second quarter ended June 30, 2025, will be released after market close on August 6, 2025 [1]. - A conference call will be held at 5:00 p.m. Eastern time to discuss the results and the full-year outlook [1][3]. - An earnings presentation and supplemental financial results will be available on the company's investor relations website [2]. Conference Call Details - Participants can register for the conference call to receive dial-in numbers and a unique PIN [2]. - An archived replay of the conference call will be accessible on the investor relations website for a limited time after the call [2].

Core Insights - Silvaco Group, Inc. announced that Wavetek has adopted its Victory TCAD™ solution for developing next-generation Gallium Nitride (GaN) devices aimed at high-performance connectivity applications in 5G, Wi-Fi, and IoT markets [1][2] Company Overview - Silvaco is a provider of TCAD, EDA software, and SIP solutions that facilitate semiconductor design and digital twin modeling through AI software and innovation [5] - The company is headquartered in Santa Clara, California, and has a global presence with offices in North America, Europe, Brazil, China, Japan, Korea, Singapore, and Taiwan [5] Technology and Applications - The Victory TCAD solution enables Wavetek to design and optimize high electron mobility transistors (HEMT) and pseudomorphic HEMTs (pHEMT) to meet the rising demand for high-efficiency, high-frequency GaN devices [2][3] - Silvaco's platform supports a variety of advanced technologies including RF, Power, Photonics, CMOS, Memory, and Display, which helps semiconductor companies accelerate R&D cycles and reduce time-to-market [3][4] Strategic Importance - The accurate GaN-based device models provided by Silvaco's Victory TCAD solution allow for rapid prototyping and robust device performance evaluation prior to fabrication, which is critical for achieving performance and reliability targets in next-generation RF and power applications [2][3]

Core Insights - Silvaco Group, Inc. has announced a strategic R&D collaboration with Fraunhofer Institute for Silicon Technology (ISIT) to accelerate the development of next-generation Gallium Nitride (GaN) devices using Silvaco's Power Devices Solution for Design Technology Co-Optimization (DTCO) [1][3] Company Overview - Silvaco is a provider of TCAD, EDA software, and SIP solutions that facilitate semiconductor design and digital twin modeling through AI software and innovation [4] - The company serves various markets including display, power devices, automotive, memory, high-performance computing, foundries, photonics, IoT, and 5G/6G mobile markets for complex SoC design [4] - Silvaco is headquartered in Santa Clara, California, with a global presence across North America, Europe, Brazil, China, Japan, Korea, Singapore, and Taiwan [4] Collaboration Details - The partnership will utilize Silvaco's design tools such as Victory TCAD™, Utmost IV™, and SmartSpice™ for DTCO in power and sensor device development [2] - The collaboration aims to enhance Fraunhofer ISIT's capabilities in developing high-performance power electronic and sensor systems, particularly in the post-CMOS process environment [2][5] - Silvaco's Victory Design of Experiments™ (DOE) solution will streamline development workflows and support rapid innovation in evaluating novel process modules and emerging device concepts [2] Industry Impact - This collaboration is seen as a significant advancement in strengthening Europe's semiconductor capabilities and advancing the global evolution of GaN devices [3] - The partnership will not only accelerate development efforts at Fraunhofer ISIT but also enhance Silvaco's TCAD tools to meet future device design demands [3] - Fraunhofer ISIT will also train students at local universities on Silvaco's Victory TCAD™ platform, preparing the next generation of semiconductor device engineers [3]