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System on Chip design resources
System on Chip design resources
August 10, 2026 -
SANTA CLARA, Calif. -- Silvaco Group, Inc. (Nasdaq: SVCO) (“Silvaco” or the “Company”), a provider of TCAD, EDA software, and SIP solutions that enable innovative semiconductor design and digital twin modeling through AI software and innovation, today announced its second quarter 2026 results.
“Silvaco made solid progress on its strategic transformation in Q2,” said Walden Rhines, Silvaco’s Chief Executive Officer. “We launched new partnerships with industry leaders, Nvidia and Dassault Systemes. We deepened our relationship with Micron Technologies. We won another FTCO customer and expanded our AI offerings to include Agentic solutions. We delivered on our commitment to drive to non-GAAP profitability in Q2 and saw record pipeline growth and revenue in IP. Looking forward, we expect more FTCO wins, more AI offerings, and more progress on profitable growth. These developments, coupled with our strengthening pipeline, give us confidence in expecting record revenue in Q4 and double-digit revenue growth again in 2027.”
Chris Zegarelli, Silvaco’s Chief Financial Officer, added, “Silvaco’s record IP revenue in the quarter, combined with reduced spending, enabled us to deliver non-GAAP operating profitability in Q2 for the first time in almost two years. We also recently took steps to strengthen the balance sheet, including closing a $10 million investment from Micron Technologies. We are excited about our momentum and strengthening fundamentals and look forward to building on them in the quarters ahead.”
Micron Technologies’ investment in Silvaco is part of an expanded relationship between the two companies. At the core of this collaboration is Silvaco’s FTCO platform, an AI-powered solution to create real-time Surrogate Models empowered by multiphysics-based simulations. These surrogate models abstract the complexity of full physics-based simulations and deliver real-time predictive insights.
“Real-time, AI-driven modeling is becoming a strategic advantage in advanced memory development, enabling our engineers to make faster, better-informed process decisions,” said Gurtej Sandhu, Principal Fellow & CVP, Micron Technologies. “Silvaco’s FTCO platform has been instrumental in helping us achieve that, and we look forward to continuing to push the boundaries of what’s possible in next generation memory development.”
GAAP Financial Results:
Key Operating Indicators and Non-GAAP Financial Results:
For a discussion of the non-GAAP metrics presented in this press release, as well as a reconciliation of non-GAAP metrics to the nearest comparable GAAP metric, see “Discussion of Non-GAAP Financial Measures” and “GAAP to Non-GAAP Reconciliation” in the accompanying tables below.
Supplementary materials to this press release, including second quarter 2026 financial results, can be found at https://investors.silvaco.com/financial-information/quarterly-results.
As of August 6, 2026, Silvaco is providing guidance for its third quarter of 2026, which represents Silvaco’s current estimates of its operations and financial results. The financial information below represents forward-looking financial information and in some instances forward-looking, non-GAAP financial information, including estimates of Bookings, non-GAAP gross margin and non-GAAP operating expenses. GAAP gross margin is the most comparable GAAP measure to non-GAAP gross margin and GAAP operating expenses are the most comparable GAAP measures to non-GAAP operating expenses. Non-GAAP gross margin differs from GAAP gross margin in that it excludes items such as stock-based compensation expense, acquisition related costs and restructuring, executive severance and other related costs. Non-GAAP operating expenses differ from GAAP operating expenses in that they exclude items such as acquisition related costs, stock-based compensation expense, amortization of acquired intangible assets, and restructuring, executive severance and other related costs. Silvaco is unable to predict with reasonable certainty the ultimate outcome of these exclusions without unreasonable effort. Therefore, Silvaco has not provided guidance for GAAP gross margin or GAAP operating expenses or a reconciliation of the forward-looking non-GAAP gross margin or non-GAAP operating expenses to GAAP gross margin or GAAP operating expenses, respectively. However, it is important to note that these excluded items could be material to our results computed in accordance with GAAP in future periods.
Based on current business trends and conditions, the Company expects for third quarter 2026 the following:
A press release highlighting the Company's results along with supplemental financial results will be available at https://investors.silvaco.com/. An archived replay of the conference call will be available on this website for a limited time after the call. Participants who want to join the call and ask a question may register for the call here to receive the dial-in numbers and unique PIN.
Date: Thursday, August 6, 2026
Time: 5:00 p.m. Eastern time
Webcast: Here (live and replay)
Silvaco is a provider of TCAD, EDA software, and SIP solutions that enable semiconductor design and digital twin modeling through AI software and innovation. Silvaco’s solutions are used for semiconductor and photonics processes, devices, and systems development across display, power devices, automotive, memory, high performance compute, foundries, photonics, internet of things, and 5G/6G mobile markets for complex SoC design. Silvaco is headquartered in Santa Clara, California, and has a global presence with offices located in North America, Europe, Egypt, Brazil, China, Japan, Korea, Singapore, Vietnam, and Taiwan.