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Silvaco Group (SVCO) investor relations material
Silvaco Group Rosenblatt 5th Annual Technology Summit: The Age of AI summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Rosenblatt 5th Annual Technology Summit: The Age of AI summary18 Aug, 2025
Business overview and financial performance
Transitioned from a scientific-focused company to a commercial entity, completing an IPO in May 2024.
2024 bookings reached $65.8M, with revenue at $60M, reflecting 10% revenue and 13% bookings growth.
Addressing a $3.8B serviceable available market (SAM) in EDA and TCAD, with recent acquisitions adding $710M to SAM.
Expected to achieve double-digit growth and reach profitability neutrality this year.
Product innovation and market positioning
Core TCAD software enables advanced simulation for new materials and device nodes, essential for next-gen chip and photonics design.
Holds a leading position in power, photonics, and memory markets, ranking number two globally in TCAD.
Introduced FTCO (fab technology co-optimization) using AI, expanding TCAD from design to manufacturing applications.
FTCO adoption by major customers like Micron, with a shift to selling per fab/lane, increasing deal size and complexity.
FTCO expected to capture 10–15% of a $500M SAM within 3–5 years.
Strategic acquisitions and integration
Completed three acquisitions in three months, targeting design, wafer fab, and mask correction technologies.
Mixcel acquisition added $110M to market share and boosts IP business growth.
TechX acquisition enhances digital twin modeling and photonics simulation capabilities.
Acquired OPC technology from Cadence, enabling 3D mask correction and expanding manufacturing solutions.
Integration of acquisitions expected by September, with future focus on tracking ROIC.
How does Silvaco plan to grow its IP business?
What is driving Silvaco's growth in China now?
Explain the strategy behind Silvaco's acquisitions.
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Next Silvaco Group earnings date
Q3 202511 Nov, 2025
Next Silvaco Group earnings date
Q3 202511 Nov, 2025
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Frequently asked questions
Silvaco Group Inc. provides technology computer-aided design (TCAD) software, electronic design automation (EDA) software, and semiconductor intellectual property (SIP) solutions. Its TCAD software is utilized for developing and optimizing semiconductor processes and devices before manufacturing. The EDA software supports analog, mixed-signal, and RF circuit design, offering tools for custom integrated circuits CAD and interconnect modeling. Silvaco's SIP offerings include embedded processors, wired interfaces, and other cores for automotive, consumer, and IoT applications. The company serves markets such as display technology, power devices, automotive, memory, high-performance computing, IoT, and 5G/6G mobile sectors. The company is headquartered in Santa Clara, California, and its shares are listed on NASDAQ.
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