Silvaco Group, Inc.
No SEC Form 4 filings for $SVCO in the last 30 days.
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) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 3 exhibit101-convertiblenote.htm EX-10.1 Document Exhibit 10.1 CONVERTIBLE NOTE PURCHASE AGREEMENT This CONVERTIBLE NOTE PURCHASE AGREEMENT (this “ Agreement ”), dated August 5, 2026, is entered into by and between Silvaco Group, Inc., a Delaware corporation (the “ Compan
Silvaco Group, Inc. (SVCO) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 a991earningsreleasedatedau.htm EX-99.1 Document 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
Over the past 7 days, alphai's AI scored 3 news stories mentioning SVCO (Silvaco Group, Inc.). Coverage has been balanced: 1 bullish, 1 neutral, and 1 bearish.
Recent SVCO coverage spans technology, earnings and corporate actions.
Earnings showed improving profitability metrics, but the stock sold off on perceived durability and cash/liquidity risk.
The 8-K discloses a $10M senior convertible note purchase by Micron, which can pressure equity via future conversion and changes near-term capital structure.
Q2 profitability inflection (non-GAAP operating income) plus record IP revenue and pipeline growth, alongside explicit Q3 bookings and revenue guidance.
Silvaco Group, Inc. and NVIDIA announced a collaboration to advance semiconductor digital twins using NVIDIA accelerated computing and AI. Silvaco plans to use CUDA-X and PhysicsNeMo for faster GPU physics simulation and AI surrogate modeling, and connect digital twins with Omniverse and Cosmos for real-time visualization. Silvaco cited a 3D FDTD photonics simulation on 32 GPUs with 3.2B mesh nodes in under four hours.
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.
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.
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.
6 min readSilvaco Group, Inc. (SVCO) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 3 exhibit101-convertiblenote.htm EX-10.1 Document Exhibit 10.1 CONVERTIBLE NOTE PURCHASE AGREEMENT This CONVERTIBLE NOTE PURCHASE AGREEMENT (this “ Agreement ”), dated August 5, 2026, is entered into by and between Silvaco Group, Inc., a Delaware corporation (the “ Compan
6 min readSilvaco Group, Inc. (SVCO) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 a991earningsreleasedatedau.htm EX-99.1 Document 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
7 min readSilvaco Group, Inc. and NVIDIA announced a collaboration to advance semiconductor digital twins using NVIDIA accelerated computing and AI. Silvaco plans to use CUDA-X and PhysicsNeMo for faster GPU physics simulation and AI surrogate modeling, and connect digital twins with Omniverse and Cosmos for real-time visualization. Silvaco cited a 3D FDTD photonics simulation on 32 GPUs with 3.2B mesh nodes in under four hours.
4 min readSilvaco 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.
2 min readSilvaco (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.
4 min readSilvaco Group Inc (NASDAQ:SVCO) shares rose 6.4% premarket after the company said it will partner with NVIDIA to build AI and GPU-accelerated digital twins for semiconductor design and manufacturing. Silvaco plans to use NVIDIA CUDA-X, PhysicsNeMo, Omniverse and Nemotron tools, aiming to cut simulation cycles from weeks to days and improve accuracy.
4 min readSilvaco Group (Nasdaq: SVCO) and NVIDIA announced a collaboration to accelerate physics-based digital twins for semiconductor design and manufacturing using NVIDIA accelerated computing and AI tools. Silvaco said it ran a 3D photonic FDTD simulation with 3.2 billion mesh nodes on 32 GPUs in under four hours, with less than 0.15 dB deviation versus measurement.
3 min readSilvaco Group (Nasdaq: SVCO) said it is collaborating with NVIDIA to advance digital twins for semiconductor design and manufacturing using NVIDIA accelerated computing and AI. Silvaco plans GPU-accelerated physics simulation, AI surrogate modeling, and digital twin visualization with NVIDIA Omniverse and Cosmos. It cited a 3D photonics simulation on 32 GPUs completed in under four hours with <0.15 dB deviation.
3 min readNgai Anthony K.K. purchased 500 shares of Silvaco Group, Inc. (SVCO) at $12.50 on 2026-06-16.
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