$SVCO

Silvaco Group, Inc.

No enriched coverage for $SVCO in the last 7 days.

$6K
$63K
Jackson Candace
33%
See all $SVCO insider activity →
Low

Silvaco Announces Partnership with Dassault Systèmes to Advance First-Time-Right Semiconductor Manufacturing

Silvaco (SVCO) and Dassault Systèmes partnered to develop digital twin workflows for semiconductor manufacturing. The collaboration aims to improve process development, yield ramps, and decision-making. The companies will connect plasma simulation and process modeling technologies to help manufacturers understand equipment impacts on wafer outcomes. According to Silvaco, this partnership supports first-time-right manufacturing and accelerates semiconductor production.

Silvaco (SVCO) Q2 2026 Earnings Call Transcript

Silvaco (SVCO) reported Q2 2026 bookings of $16.2 million and revenue of $17.8 million, up 25% and 48% year over year, respectively. IP revenue rose 238% year over year, with record IP bookings and revenue. The company also announced partnerships with NVIDIA, Dassault Systemes (SIMULIA), and Micron, including Micron investing $10 million in a Silvaco convertible note.

SVCO sentiment & insider activity

Recent SVCO coverage spans earnings, technology and insider activity.

In the last 30 days, SVCO insiders filed 6 SEC Form 4 transactions — 1 purchase ($6K) and 5 sales ($63K). The most active reporter was Jackson Candace, See Remarks, with 2 filings. 33% of those filings were made under pre-arranged Rule 10b5-1 plans.

What's driving SVCO

  • Potential upside for Silvaco as the partnership may expand its addressable market and drive software licensing revenue.

    design-reuse.com · Aug 20, 2026

  • Earnings call discloses accelerating growth (48% YoY revenue) and new strategic partnerships, supporting a higher-conviction growth outlook into Q4 and 2027.

    yahoo.com · Aug 14, 2026

  • A director open-market purchase is a modest, sentiment-leaning signal but not a fundamental catalyst by itself.

    SEC EDGAR · Aug 12, 2026

  • Q2 profitability inflection plus explicit Q3 guidance and new AI/FTCO partnerships create a near-term re-rating setup for SVCO.

    design-reuse.com · Aug 10, 2026

  • Earnings showed improving profitability metrics, but the stock sold off on perceived durability and cash/liquidity risk.

    simplywall.st · Aug 8, 2026

alphai scores every news story that mentions SVCO with an AI model for sentiment and relevance, and aggregates insider trades from Silvaco Group, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $SVCO

Score

Silvaco Announces Partnership with Dassault Systèmes to Advance First-Time-Right Semiconductor Manufacturing

Silvaco (SVCO) and Dassault Systèmes partnered to develop digital twin workflows for semiconductor manufacturing. The collaboration aims to improve process development, yield ramps, and decision-making. The companies will connect plasma simulation and process modeling technologies to help manufacturers understand equipment impacts on wafer outcomes. According to Silvaco, this partnership supports first-time-right manufacturing and accelerates semiconductor production.

$SVCOMedAI 8/10

Silvaco (SVCO) Q2 2026 Earnings Call Transcript

Silvaco (SVCO) reported Q2 2026 bookings of $16.2 million and revenue of $17.8 million, up 25% and 48% year over year, respectively. IP revenue rose 238% year over year, with record IP bookings and revenue. The company also announced partnerships with NVIDIA, Dassault Systemes (SIMULIA), and Micron, including Micron investing $10 million in a Silvaco convertible note.

$SVCOHighAI 9/10

Silvaco Reports Second Quarter 2026 Financial Results

Silvaco Group (Nasdaq: SVCO) reported Q2 2026 results. Revenue rose to $17.8M (+48% YoY) with GAAP gross margin of 85% and GAAP operating loss of $4.0M. Non-GAAP operating income was $0.6M. IP revenue increased to $6.0M (+238% YoY) and IP bookings to $5.4M (+70% YoY). The company also announced partnerships with NVIDIA and Dassault Systemes and a $10M convertible note from Micron.

Silvaco Group (SVCO) Stock Sinks As Profit Progress Meets Liquidity Doubts

Simply Wall St reports Silvaco Group (SVCO) shares fell 11.2% to $7.65 the day after earnings. For Q2, the company posted revenue of $17.8m, gross margin of 86.8% (non-GAAP), and narrowed losses to a small non-GAAP profit. Revenue rose to $17.8m from $12.0m, with bookings of $16.2m (+25% YoY), while cash was $13m and operating cash use was $5.5m.

Silvaco Group, Inc. (SVCO): Entry into a Material Definitive Agreement

Silvaco Group, Inc. (SVCO) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01 Entry into a Material Definitive Agreement. On August 5, 2026 (the “Agreement Date”), Silvaco Group, Inc., a Delaware corporation (the “Company”), entered into a Convertible Note Purchase Agreement (the “Purchase Agreement”) with Micron Technology, Inc., a Delaware corp

$SVCOHighAI 9/10

Silvaco Group, Inc. (SVCO): Results of Operations and Financial Condition

Silvaco Group, Inc. (SVCO) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Silvaco Reports Second Quarter 2026 Financial Results -- Profitability: Delivered better-than-expected operating results driven by continued tight management of operating expenses-- -- Partnerships: Announced new strategic partnerships with NVIDIA and Dassault System

$NVDALow

Silvaco partners with Nvidia to advance physics-based digital twins

Silvaco said it partnered with Nvidia to develop physics-based digital twins for semiconductor design and manufacturing. The companies will combine Silvaco’s TCAD, EDA and simulation portfolio with Nvidia accelerated computing, CUDA-X libraries, PhysicsNeMo, Omniverse libraries and Nemotron open models to build, train and deploy high-fidelity twins. Silvaco and Nvidia expect faster prediction, optimization and validation.

$SVCOMed

Why is Silvaco stock climbing today? By Investing.com

Silvaco (SVCO) shares rose 6.4% to $8.26 in pre-open trading, helped by a broader tech and semiconductor rally and a Nasdaq gain of about 1.3%. No specific company announcement was cited. The next catalyst is its Q2 2026 earnings on Aug. 6, 2026, after the close, with guidance for non-GAAP operating profitability and revenue near $18M.

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