Core Viewpoint - Synopsys, Inc. experienced a significant drop in share price by 36% following the announcement of Q3 2025 financial results, which revealed major issues with a key foundry customer, prompting an investigation into potential misleading information provided to investors [1][4]. Financial Performance - For Q3 2025, Synopsys reported a guidance for Q4 2025 GAAP EPS ranging from negative $0.27 to negative $0.16, indicating a substantial underperformance [4]. - The share price fell over $216, marking the worst single-day percentage decline since the company went public in 1992 [1][4]. Customer Relations - Synopsys had previously assured investors that the reduction in R&D spending by its largest customer, Intel, would not significantly impact its EDA software business, citing "committed, non-cancellable" agreements [3]. - The recent earnings call revealed that challenges with a major foundry customer were significantly affecting the company's IP business and overall performance [4]. Legal and Investigative Actions - Hagens Berman, a national shareholders rights firm, has initiated an investigation into whether Synopsys misled investors regarding customer risks and growth prospects [1][5]. - The firm is encouraging investors who suffered losses to come forward and is seeking information from individuals with knowledge relevant to the investigation [2][5].

SANTA CLARA, Calif., Sept. 16, 2025 (GLOBE NEWSWIRE) -- Silvaco Group, Inc. (“Silvaco”) (NASDAQ: SVCO), a provider of TCAD, EDA software, and SIP solutions that enable semiconductor design and digital twin modeling through AI software and innovation, today announced that Analog Power Conversion LLC, a leader in advanced power semiconductor technology, has adopted Silvaco’s comprehensive suite of TCAD and EDA tools for their Design Technology Co-Optimization (DTCO) flow. This strategic initiative enables Ana ...

Core Viewpoint - Synopsys, Inc. experienced a significant decline in share price, dropping over $216 (-36%) following the release of its Q3 2025 financial results, which revealed major issues with a key foundry customer [1][4]. Financial Performance - In Q3 2025, Synopsys reported a negative guidance for Q4 2025 GAAP EPS, estimating between negative $0.27 to negative $0.16 [4]. - The company's underperformance in its IP business was attributed to challenges with a major foundry customer, which had a considerable impact on the overall year [4]. Customer Relations - Synopsys had previously assured investors that the reduction in R&D spending by its largest customer, Intel, would not significantly affect its EDA software business, citing committed agreements [3][4]. - The recent financial results have raised questions about whether Synopsys misled investors regarding risks associated with its high concentration of business with a single customer [5]. Legal and Investigative Actions - Hagens Berman, a national shareholders rights firm, has initiated an investigation into Synopsys to determine if the company misled investors about customer risks and growth prospects [2][5]. - The firm is encouraging investors who have suffered losses to come forward and assist in the investigation [2][5].

Core Viewpoint - Silvaco Group, Inc. has appointed Chris Zegarelli as Chief Financial Officer, effective September 15, 2025, to drive growth and innovation in the semiconductor industry [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 [3]. - The company serves various markets including display, power devices, automotive, memory, high-performance computing, foundries, photonics, IoT, and 5G/6G mobile markets [3]. Leadership Appointment - Chris Zegarelli brings over 20 years of leadership experience in the semiconductor industry, with expertise in investor relations, financing, financial reporting, forecasting, M&A, operations, and strategic planning [2]. - Prior to joining Silvaco, Zegarelli served as Senior Vice President of Finance at Infineon Technologies, where he led integration and strategic planning following a significant acquisition [2]. Strategic Focus - Zegarelli expressed enthusiasm about joining Silvaco at a pivotal growth stage, emphasizing the company's commitment to innovation and market momentum [3]. - He aims to work closely with the leadership team to drive strategic growth initiatives and strengthen the financial foundation of the company [3].

Core Insights - Silvaco Group, Inc. has appointed Dr. Walden C. Rhines as the new CEO following the departure of Dr. Babak Taheri, who led the company for nearly seven years and oversaw its initial public offering [1][2] - Dr. Rhines expressed confidence in Silvaco's market position and technology offerings, emphasizing the company's potential for growth and shareholder value creation [2][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's solutions cater to various markets, including semiconductor and photonics processes, automotive, memory, high-performance computing, and 5G/6G mobile markets [4] - Silvaco is headquartered in Santa Clara, California, with a global presence across North America, Europe, Asia, and other regions [4]

Company Overview - Silvaco Group, Inc. is a provider of TCAD, EDA software, and SIP solutions that facilitate semiconductor design and digital twin modeling through AI software and innovation [2] - The company is headquartered in Santa Clara, California, and has a global presence with offices in North America, Europe, Egypt, Brazil, China, Japan, Korea, Singapore, Vietnam, and Taiwan [2] Industry Participation - Silvaco's CEO, Dr. Babak Taheri, will participate in the Jefferies' Semis, IT Hardware & Comm Tech Summit in Chicago on August 26-27, 2025 [1]

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]

Core Insights - Cadence Design Systems Inc reported strong second-quarter earnings, leading to a rally in its stock price [1] - Revenue grew by 20.2% year-on-year to $1.275 billion, exceeding expectations by 2% [2] - Non-GAAP earnings per share reached $1.65, beating the consensus estimate of $1.56 [2] Revenue and Earnings Outlook - Management raised the revenue outlook for 2025 by $50 million, citing stronger than expected bookings and a robust pipeline [3] - Operating margin guidance was increased by 20 basis points to 44% at the midpoint [3] - Earnings projection was raised by 12 cents per share [3] Market Reaction and Analyst Ratings - Cadence shares rose by 8.83% to $363.23 following the earnings report [5] - Piper Sandler downgraded the rating from Overweight to Neutral but raised the price target from $328 to $355 [6] - Goldman Sachs maintained a Buy rating with a price target of $400 [6] Demand and Competitive Position - Core EDA revenue was reported at $906 million, surpassing the consensus of $884 million [4] - The company is experiencing stronger broad-based demand for its EDA products [4] - There is potential for significant pricing accretion from AI features in core EDA products over time [5]