Silvaco Group, Inc. (NASDAQ: SVCO)

Silvaco Group, Inc. is a provider of technology computer aided design (TCAD) software, electronic data automation (EDA) software and semiconductor intellectual property (SIP). Its solutions are used by engineers to optimize semiconductor manufacturing processes and efficiently bring semiconductor products to market. The company differentiates itself through efficiency, cost, performance and time to market improvements for its customers.

Silvaco Group, Inc. generates revenue through the licensing and sale of its TCAD, EDA and SIP software solutions, along with associated design services, expert training and workshops. The company serves customers in the semiconductor industry including foundries, integrated device manufacturers and fabless semiconductor companies, as well as academic institutions worldwide.

The company operates through the following segments: TCAD, EDA and SIP.

• The TCAD segment includes traditional TCAD tools for simulating existing and new technologies for device performance optimization, as well as advanced artificial intelligence and machine learning simulation tools under the Fabrication Technology Co-Optimization (FTCO™) brand. FTCO uses manufacturing and simulated data to create a digital twin of manufacturing processes that enables customers to run numerous experiments to improve yield without physical wafers. This segment also includes GPU-enabled solutions for plasma simulation and photonics, and offers design services, training and workshops.

• The EDA segment offers a full production-proven IC-CAD signoff design platform, comprehensive automated standard cell library creation and characterization solutions, and advanced IP management tool suites. Its IC-CAD design flow supports design capture, circuit simulation, layout design, physical verification, parasitic extraction and reduction, and post-layout analysis including statistical variation and yield analysis. The automated standard cell library solutions deliver high-quality libraries optimized for power, performance and area through layout generation, optimization, parasitic-aware characterization and variation-aware modeling. The IP management tools enable efficient onboarding of third-party IP, structured reuse of internal IP, version control, traceability and secure collaboration across distributed teams.

• The SIP segment provides a comprehensive portfolio of solutions for system-on-chip designs, including hard and soft IP, foundational libraries and embedded memory technologies. This includes production-ready and custom silicon-proven mixed-signal IP solutions for high-speed interfaces such as Mixel® MIPI® C-PHY™, D-PHY™ and M-PHY®, as well as LVDS and other multi-standard SerDes. It also includes soft IP solutions supporting industry-standard interfaces like MIPI® I3C and Arm® AMBA® interconnect fabric. The logic libraries and physical IP offer production-ready and custom standard cell logic libraries including core, power management, engineering change order, advanced compute and physical completion library components. Embedded memory solutions provide compilers for volatile and non-volatile memory technologies with integrated test and repair features. Automotive IP includes production-ready solutions for automotive applications such as CAN FD and CAN XL to meet safety, reliability and security requirements.

Silvaco Group, Inc. competes most frequently with Synopsys, Inc., Siemens EDA and Cadence, Inc. by providing specialized differentiation generally unavailable from larger EDA companies. The company also competes with other tools providers such as Keysight Technologies, Inc., Schrödinger, Inc., CEVA, Inc., Zuken Ltd., Huada Empyrean, M31 and Primarius Technologies. Its competitive advantages lie in technology leadership, product efficiency, ease of integration, ease of use, payment structures, customer support and time to market. In the SIP segment, competition is based on power performance area, idle power consumption, data movement performance and time to market.

Silvaco Group, Inc. serves a global and diverse customer base of engineers and researchers in semiconductor companies and academia. As of December 31, 2025, the company had over 800 customers worldwide, of which over 200 are academic institutions. Specific customer names mentioned in the filing include Micron Technology, Inc. for the development and deployment of AI/ML tools.