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Silvaco and Fraunhofer ISIT Collaborate to Advance Next-Generation GaN Device Technology using Silvaco's DTCO Flow
Globenewswire· 2025-06-24 13:15
SANTA CLARA, Calif., June 24, 2025 (GLOBE NEWSWIRE) -- Silvaco Group, Inc. (Nasdaq: SVCO) (“Silvaco” or the “Company”), a provider of TCAD, EDA software, and SIP solutions that enable innovative semiconductor design and digital twin modeling through AI software and automation, today announced a strategic R&D collaboration with Fraunhofer Institute for Silicon Technology (ISIT). The partnership aims to accelerate development of next-generation Gallium Nitride (GaN) devices using Silvaco’s industry-leading Po ...
C-Suite realigns transformation strategies to navigate complexity, boost efficiency and drive outcomes
Prnewswire· 2025-06-23 10:30
Stock Market SymbolsGIB.A (TSX)GIB (NYSE)cgi.com/newsroomCGI global research highlights maturing AI implementation, rising cloud adoption, and a shift toward fewer enterprise-level partnersMONTRÉAL, June 23, 2025 /PRNewswire/ - CGI (TSX: GIB.A) (NYSE: GIB), one of the largest independent IT and business consulting services firms in the world, today released the findings of its annual global proprietary research based on discussions with more than 1,800 business and technology executives, of whom 80% are C-l ...
Silvaco to Host a Tech Talk on the Diffusion of Innovation
Globenewswire· 2025-06-17 20:35
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]
Nokia selected by City of Elberton to modernize broadband network and move from cable to 25G future
Globenewswire· 2025-06-03 14:00
Press ReleaseNokia selected by City of Elberton to modernize broadband network and move from cable to 25G future City of Elberton, Georgia, selects Nokia and partner ZCorum to update its aging cable broadband infrastructure and create a next-generation, 25G PON-ready fiber network.Deployment marks a new digital chapter for Elberton, providing enhanced connectivity that will power the community’s education, healthcare, remote workforce and local innovations. Nokia next-generation fiber and IP solutions help ...
Silvaco To Present at the Rosenblatt 5th Annual Technology Summit
Globenewswire· 2025-05-28 20:05
SANTA CLARA, Calif., May 28, 2025 (GLOBE NEWSWIRE) -- Silvaco Group, Inc. (Nasdaq: SVCO, “Silvaco”), 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 Silvaco’s Chief Executive Officer, Dr. Babak Taheri, Interim Chief Financial Officer, Keith Tainsky, and Chief Revenue Officer, Ian Chen, will participate in a fireside chat at the Rosenblatt 5th Annual Technology Summit on Wednesday, June 11, ...
AMN Healthcare (AMN) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-05-09 00:35
For the quarter ended March 2025, AMN Healthcare Services (AMN) reported revenue of $689.53 million, down 16% over the same period last year. EPS came in at $0.45, compared to $0.97 in the year-ago quarter.The reported revenue represents a surprise of +2.72% over the Zacks Consensus Estimate of $671.3 million. With the consensus EPS estimate being $0.19, the EPS surprise was +136.84%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to ...
Silvaco Reports First Quarter 2025 Financial Results
Globenewswire· 2025-05-07 20:05
Achieved gross bookings of $13.7 million and revenue of $14.1 million in the first quarter 2025 Signed 9 new customers in the first quarter 2025 and expanded relationship with existing customers across key markets including AI, Photonics, and IoT SANTA CLARA, Calif., May 07, 2025 (GLOBE NEWSWIRE) -- Silvaco Group, Inc. (Nasdaq: SVCO) ("Silvaco" or the "Company"), a provider of TCAD, EDA software, and SIP solutions that enable innovative semiconductor design and digital twin modeling through AI software and ...
Wall Street Analysts Like These AI Stocks in 2025. Should You Buy Them?
The Motley Fool· 2025-05-05 11:35
In a year of uncertainty for the economy, leading companies in artificial intelligence (AI) are standing out. Wall Street analysts recently made bullish calls on Broadcom (AVGO 3.17%) and ServiceNow (NOW 2.00%).One thing that stands out at first glance with these stocks is their expensive valuations. Both stocks trade at high multiples of their earnings and cash flow that could limit near-term upside. Let's see why these stocks may or may not justify their premiums. 1. BroadcomBroadcom supplies essential n ...
Silvaco Partners with Kyung Hee University’s Professor Jin Jang on AI-Powered Fab Technology Co-Optimization for Next Generation Display Technologies
Globenewswire· 2025-05-01 13:15
SANTA CLARA, Calif., May 01, 2025 (GLOBE NEWSWIRE) -- Silvaco Group, Inc. (Nasdaq: SVCO) (“Silvaco” or the “Company”), a provider of TCAD, EDA software and SIP solutions that enable semiconductor design and digital twin modeling through AI software and innovation, today announced a strategic research and development partnership with Professor Jin Jang and the Advanced Display Research Center (ADRC) at Kyung Hee University (KHU), South Korea. This four-year collaboration, which officially commenced on Februa ...
Rambus(RMBS) - 2025 Q1 - Earnings Call Transcript
2025-04-29 01:56
Financial Data and Key Metrics Changes - Revenue for Q1 2025 was $166.7 million, exceeding expectations, with product revenue at $76.3 million, up 52% year over year [15][14] - Non-GAAP net income for the quarter was $64.6 million, with cash from operations amounting to $77.4 million [16][15] - The company ended the quarter with cash, cash equivalents, and marketable securities totaling $514.4 million, an increase from Q4 [16] Business Line Data and Key Metrics Changes - Memory Interface chips drove top-line growth, achieving record revenue of $76 million, up 52% year over year [8][15] - Royalty revenue was $74 million, while licensing billings were $73.3 million, reflecting timing differences in revenue recognition [15][16] - Contract and other revenue, primarily from Silicon IP, was $16.4 million [16] Market Data and Key Metrics Changes - The market for Rambus products is expected to grow mid to high single digits, driven by factors such as the number of sockets and channels per processor, as well as the mix between AI and standard servers [22][23] - The company anticipates continued growth in the second half of the year, particularly in the MRDIMM market, which is expected to ramp with new computing platforms [37][36] Company Strategy and Development Direction - Rambus is focused on advancing its product development roadmap for signal and power integrity solutions, addressing the needs of advanced workloads in data centers [5][6] - The company maintains a resilient business model with diversified revenue streams from chips, IP, and patents, providing financial stability [5][6] - Continued investment in technology leadership and new product development is a priority for long-term growth [6][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating macroeconomic uncertainties and potential tariff impacts, noting no direct impact on operations from tariffs at present [6][32] - The company expects revenue for Q2 2025 to be between $167 million and $173 million, with non-GAAP earnings per share projected between $0.57 and $0.64 [17][18] - Management highlighted the importance of ongoing communication with customers and suppliers to adapt to the evolving market landscape [32][19] Other Important Information - The company introduced its next-generation CryptoManager security IP solutions, enhancing security features including Quantum Safe functionality [11] - Rambus continues to monitor the impact of tariffs on its supply chain and customer design starts, with no current signs of inventory builds or pull-ins from customers [32][33] Q&A Session Summary Question: Trends in memory density for server configurations - Management noted that various factors, including the mix of AI servers and standard servers, are driving memory density growth, expecting mid to high single-digit market growth for their products this year [22][23] Question: Changes in revenue recognition under ASC 606 - A small patent agreement renewal resulted in upfront revenue recognition, aligning GAAP and non-GAAP results more closely [24][26] Question: Customer responses to tariff uncertainties - Management indicated that their business model is resilient to tariffs, with no direct impact on patent licensing and limited visibility on Silicon IP revenue due to potential indirect effects [32][33] Question: Product revenue mix and growth expectations - The majority of current business is still on DDR5 RCD chips, with expectations for new products to contribute more significantly in the second half of the year [35][36] Question: Operating margin expectations - Management expects operating margins to improve in the second half of the year due to a stronger product mix and manufacturing cost savings [74][75] Question: Pricing renegotiation patterns - Mid single-digit price erosion is typical at the start of the year, aligning with normal cycles and expectations [76][78]