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]

Core Insights - Silvaco Group, Inc. is hosting a tech talk titled "The Diffusion of Innovation: Investing in the Ecosystem Expansion" to discuss its ecosystem expansion for innovative products [1][2][5] - The event will provide insights into Silvaco's Fab Technology Co-Optimization™ (FTCO) solution and include a Q&A session with management [2][5] Event Details - The tech talk is scheduled for June 25, 2025, at 10:00 AM Eastern Time and will be available via live webcast and replay on the company's investor relations website [3][5] - Ian Chan, the Chief Revenue Officer, will be the presenter for the event [5] Company Overview - Silvaco is a provider of TCAD, EDA software, and SIP solutions that facilitate semiconductor design and digital twin modeling through AI [4] - The company's solutions cater to various markets, including display, power devices, automotive, memory, high-performance computing, foundries, photonics, IoT, and 5G/6G mobile markets [4] - 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 [4]

Financial Data and Key Metrics Changes - The company reported a 10% increase in revenue and a 13% growth in bookings for 2024 [6][8] - The annual contract value (ACV) grew by 21% from Q1 2024 to Q1 2025, indicating strong underlying business growth [24][25] - Gross margins are forecasted to be in the range of 83% to 86%, with last year's margin at 86% [26] Business Line Data and Key Metrics Changes - The company operates three main product lines: TCAD, EDA, and silicon-based IP, with TCAD being the foundational business [5][6] - The introduction of FTCO has expanded the total addressable market (TAM) from $3.3 billion to $4.4 billion [20] - The company added nine new customers in AI photonics, contributing to 23% of bookings in Q1 [11] Market Data and Key Metrics Changes - The company is focusing on fast-growing markets, particularly power, photonics, and memory, with significant opportunities in automotive and IoT devices [13][14] - The photonics market is described as being larger than the semiconductor market, with the company positioned to provide solutions for digital twin simulations [40][41] - The company anticipates that 10% to 15% of its revenue will come from China, with potential to exceed this forecast [51] Company Strategy and Development Direction - The company aims to differentiate itself through strategic acquisitions, such as TechX and OPC, to enhance its product offerings and market reach [7][17] - The focus is on expanding in the foundry market and enhancing capabilities in photonics and advanced CMOS technology [32][34] - The company is leveraging AI to improve design processes and manufacturing efficiency, aiming for a future where chip design and manufacturing are integrated through digital twin models [79] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's forecasts despite macroeconomic uncertainties [8][9] - The company has been proactive in managing risks associated with the China market, maintaining transparency with regulatory bodies [49][50] - The management highlighted the importance of adapting to market changes and learning from past experiences to mitigate risks [51][52] Other Important Information - The company has achieved ISO 9001 certification, enhancing its credibility in the market [6] - The FTCO product is a patented technology aimed at optimizing fab processes, which is expected to drive significant future revenue [54][61] Q&A Session Summary Question: What are the biggest opportunities in your total addressable market? - The company focuses on fast-growing markets, particularly power, photonics, and memory, with significant potential in the foundry business [30][31] Question: How is the company positioned in the TCAD market? - The company is the number two player in the TCAD market, with a strong focus on expanding its market share through strategic initiatives [36][37] Question: What is the outlook for the China market? - The company expects to derive 10% to 15% of its revenue from China, with plans to close delayed orders in the upcoming quarters [51][52] Question: Can you explain the FTCO product offering? - FTCO is a patented technology aimed at bridging the gap between design and fab processes, enhancing yield and efficiency in chip manufacturing [54][61] Question: How is AI impacting the company's operations? - The company is utilizing AI to enhance design processes and manufacturing efficiency, aiming for a future where all steps in chip manufacturing are integrated [79]

Core Insights - Silvaco Group, Inc. will participate in a fireside chat at the Rosenblatt 5th Annual Technology Summit on June 11, 2025, featuring key executives including CEO Dr. Babak Taheri, Interim CFO Keith Tainsky, and Chief Revenue Officer Ian Chen [1] 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]

Core Insights - Silvaco Group, Inc. announced that Alps Alpine Co., Ltd. has adopted Jivaro Pro, a solution for integrated circuit development and verification, enhancing productivity and reducing design schedule risk [1][3] - Jivaro Pro accelerates SPICE simulation speeds by up to 15 times while maintaining high accuracy, making it suitable for technologies from 180nm down to 3nm [2][7] - The introduction of Jivaro Pro is expected to significantly improve engineering productivity by reducing post-layout simulation times, with at least a 5X improvement observed at the 40nm and 55nm nodes [4][6] Company Overview - Silvaco is a provider of TCAD, EDA software, and SIP solutions, focusing on semiconductor design and digital twin modeling through AI software and innovation [6] - The company serves various markets including automotive, memory, high-performance computing, and 5G/6G mobile markets, with a global presence [6]

Financial Performance - Silvaco Group, Inc. reported a quarterly loss of $0.07 per share, missing the Zacks Consensus Estimate of $0.01, compared to earnings of $0.12 per share a year ago, representing an earnings surprise of -800% [1] - The company posted revenues of $14.09 million for the quarter ended March 2025, missing the Zacks Consensus Estimate by 10.81%, and down from $15.89 million year-over-year [2] - Over the last four quarters, Silvaco has surpassed consensus EPS estimates two times and topped consensus revenue estimates just once [2] Stock Performance - Silvaco Group, Inc. shares have declined approximately 31.4% since the beginning of the year, while the S&P 500 has decreased by 4.7% [3] - The current Zacks Rank for the stock is 3 (Hold), indicating that shares are expected to perform in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the upcoming quarter is $0.04 on revenues of $17.35 million, and for the current fiscal year, it is $0.15 on revenues of $70.25 million [7] - The outlook for the Electronics - Semiconductors industry, where Silvaco operates, is currently in the top 38% of over 250 Zacks industries, suggesting a favorable environment for performance [8]

Financial Data and Key Metrics Changes - For Q1 2025, the company reported gross bookings of $13.7 million, revenue of $14.1 million, and a non-GAAP gross margin of 82% [8][28] - Non-GAAP operating loss was $2.5 million, and non-GAAP net loss was $1.9 million, translating to a net loss per share of $0.07 [9][29] - The company expects Q2 2025 revenue in the range of $12 million to $16 million and full year 2025 revenue between $64 million and $70 million, reflecting a year-over-year increase of up to 17% [9][37] Business Line Data and Key Metrics Changes - TCAD bookings were down 42% year-over-year, while EDA bookings increased by 48% year-over-year, primarily due to the addition of the PPC product line [31] - Revenue from software licenses accounted for 71% of total revenue, while maintenance and services accounted for 29% [32] - The SiP product line saw an increase in revenue of 89% year-over-year [32] Market Data and Key Metrics Changes - Revenue from the Americas decreased by 34% year-over-year, while Asia Pacific was down 5% year-over-year; however, EMEA revenue increased by 8% year-over-year [33] - The company added nine new customers for AI infrastructure in Q1 2025, which accounted for 23% of quarterly bookings [16] Company Strategy and Development Direction - The company launched an acquisition strategy targeting high-growth sectors such as AI, photonics, and IoT, with recent acquisitions expected to add over $600 million in incremental serviceable addressable market (SAM) [6][18] - The introduction of annual contract value (ACV) as a new performance metric aims to provide better insight into recurring revenue and minimize the impact of quarterly order timing [8][36] - The company is focused on driving innovation through advanced R&D and maintaining a disciplined approach to managing operating expenses and cash flow [10][24] Management's Comments on Operating Environment and Future Outlook - Management acknowledged short-term macroeconomic headwinds that resulted in the deferral of certain customer orders, representing less than 10% of annual revenue [7][26] - Despite these challenges, management remains confident in the long-term growth trajectory, supported by strong market demand and strategic expansion [7][10] - The company expects to return to 15% top-line growth once macroeconomic conditions stabilize [39] Other Important Information - The company recognized an incremental $13.1 million charge related to ongoing litigation, impacting operating expenses [26] - The total SAM expanded from $3.8 billion in 2024 to $4.4 billion in 2025 due to recent acquisitions [18] Q&A Session Summary Question: Clarification on acquisition-related revenue in guidance - Management clarified that the PPC acquisition is expected to contribute between $3 million to $5 million for the year, and TechX is expected to add another $1 million [41][43] Question: Impact of conservatism in guidance due to macro conditions - Management estimated that the delays would account for about 10% of total revenue, which has already been factored into the new guidance [44][46] Question: Timing for additional acquisitions - Management indicated that while they are focused on integrating recent acquisitions, they are open to pursuing additional deals, potentially sooner than initially expected [48][50] Question: Progress on FTCO pipeline - Management reported ongoing evaluations with existing customers in memory, advanced CMOS, and power semiconductors, with expectations for production in the second half of the year [56][58] Question: Details on order push-outs - Management noted that the order delays were primarily in Asia and affected TCAD and IP products, with no cancellations but rather delays in customer decision-making [59][60] Question: Expected operating expenses for the year - Management provided an estimate of approximately $5 million in operating expenses related to the recent acquisitions for the remainder of the year [64][66] Question: Long-term growth plans amidst macroeconomic challenges - Management reaffirmed confidence in the fundamental aspects of the business, expecting up to 17% revenue growth for the full year [70][72]