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Silvaco Group
Silvaco Group (SVCO) investor relations material
Silvaco Group 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary14 Jan, 2026
Business overview and product lines
Operates in three main segments: TCAD (core, ~50% of revenue), EDA, and IP, with IP expected to drive near-term growth.
TCAD is a highly specialized, sticky business with complex simulation software for manufacturing processes.
EDA and IP together make up the other half of the business, with EDA focused on niche markets and IP poised for expansion.
AI and digital transformation strategy
AI is central to long-term growth, especially in manufacturing, enabling virtual prototyping and digital twins.
Collaborated with Micron to develop AI-driven Fab Technology Co-Optimization (FTCO), now expanding to other customers.
Transition to AI-based solutions is gradual, requiring deep customer engagement and resource allocation.
Market positioning and competitive strategy
Focuses on niche segments where it can be a dominant or sole provider, such as TCAD for display manufacturing.
Maintains recurring revenue from established customer base and targets specialty areas overlooked by larger competitors.
Growth strategy includes leveraging unique capabilities and expanding in areas like power device simulation and AI-driven process development.
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Next Silvaco Group earnings date
Q4 20256 Mar, 2026
Silvaco Group
Next Silvaco Group earnings date
Q4 20256 Mar, 2026
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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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