Silvaco and NVIDIA collaborate to enhance digital twins for semiconductor design using AI and accelerated computing technologies.
Quiver AI Summary
Silvaco Group, Inc. and NVIDIA announced a collaboration to enhance digital twins for semiconductor design and manufacturing by leveraging NVIDIA's accelerated computing and AI technologies. This partnership aims to merge Silvaco's expertise in physics-based modeling with NVIDIA's advanced tools like CUDA-X™ libraries and PhysicsNeMo, enabling faster and more accurate semiconductor simulations. Key initiatives include GPU-accelerated physics simulations, AI surrogate modeling, and the development of cloud-based workflows for improved collaboration among global teams. The collaboration is expected to significantly reduce design cycles and improve the accuracy of semiconductor systems, thereby advancing the industry's ability to innovate and optimize semiconductor technologies.
Potential Positives
- Collaboration with NVIDIA positions Silvaco at the forefront of innovation in semiconductor design and manufacturing through advanced digital twin technology.
- The partnership aims to significantly reduce simulation cycles from weeks to days, improving efficiency and reducing time-to-market for customers.
- Combining Silvaco’s simulation expertise with NVIDIA’s AI capabilities enhances the accuracy and insight of digital twins, providing deeper visibility into system performance.
- Establishing cloud-native workflows facilitates efficient collaboration among global teams, enhancing scalability and execution of complex simulations.
Potential Negatives
- None
FAQ
What is the nature of the collaboration between Silvaco and NVIDIA?
The collaboration focuses on advancing digital twins for semiconductor design and manufacturing using AI and accelerated computing.
How will the partnership help improve semiconductor design?
The partnership aims to reduce simulation cycles, improve accuracy, and enhance collaborative workflows across distributed teams.
What technologies are being integrated by Silvaco and NVIDIA?
Silvaco is integrating its simulation portfolio with NVIDIA’s CUDA-X™ libraries, PhysicsNeMo, Omniverse libraries, and Nemotron open models.
What are the expected benefits of AI-driven surrogate modeling?
The AI-driven modeling will complement physics simulations and accelerate the exploration of design alternatives in semiconductor technologies.
How does Silvaco plan to scale engineering workflows?
Silvaco intends to establish cloud-native workflows that support design, testing, and validation across global teams and computational environments.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$SVCO Insider Trading Activity
$SVCO insiders have traded $SVCO stock on the open market 8 times in the past 6 months. Of those trades, 2 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $SVCO stock by insiders over the last 6 months:
- KATHERINE S. NGAI-PESIC sold 200,000 shares for an estimated $2,254,320
- ILLIYA I. PESIC sold 6,000 shares for an estimated $77,730
- CANDACE JACKSON (See Remarks) has made 0 purchases and 3 sales selling 5,317 shares for an estimated $42,443.
- ANTHONY K.K. NGAI has made 2 purchases buying 1,500 shares for an estimated $19,320 and 0 sales.
- CHRISTOPHER JOHN ZEGARELLI (Chief Financial Officer) sold 2,431 shares for an estimated $17,284
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$SVCO Revenue
$SVCO had revenues of $17.8M in Q1 2026. This is an increase of 25.99% from the same period in the prior year.
You can track SVCO financials on Quiver Quantitative's SVCO stock page.
You can access data on SVCO stock through the Quiver Quantitative API.
$SVCO Hedge Fund Activity
We have seen 49 institutional investors add shares of $SVCO stock to their portfolio, and 34 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NEXT CENTURY GROWTH INVESTORS LLC added 831,903 shares (+inf%) to their portfolio in Q1 2026, for an estimated $5,889,873
- FIRST EAGLE INVESTMENT MANAGEMENT, LLC removed 627,211 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $4,440,653
- WALLEYE CAPITAL LLC added 251,905 shares (+2239.8%) to their portfolio in Q1 2026, for an estimated $1,783,487
- GOLDMAN SACHS GROUP INC removed 167,762 shares (-51.8%) from their portfolio in Q1 2026, for an estimated $1,187,754
- LYNROCK LAKE LP removed 157,347 shares (-33.3%) from their portfolio in Q1 2026, for an estimated $1,114,016
- JANE STREET GROUP, LLC added 152,010 shares (+95.3%) to their portfolio in Q1 2026, for an estimated $1,076,230
- BANK OF AMERICA CORP /DE/ added 148,156 shares (+627.6%) to their portfolio in Q1 2026, for an estimated $1,048,944
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$SVCO Analyst Ratings
Wall Street analysts have issued reports on $SVCO in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 05/08/2026
To track analyst ratings and price targets for $SVCO, check out Quiver Quantitative's $SVCO forecast page.
$SVCO Price Targets
Multiple analysts have issued price targets for $SVCO recently. We have seen 3 analysts offer price targets for $SVCO in the last 6 months, with a median target of $14.0.
Here are some recent targets:
- Charles Shi from Needham set a target price of $18.0 on 05/11/2026
- Blair Abernethy from Rosenblatt set a target price of $14.0 on 05/08/2026
- Krish Sankar from TD Cowen set a target price of $6.0 on 03/13/2026
Full Release
SANTA CLARA, Calif., July 26, 2026 (GLOBE NEWSWIRE) -- Silvaco Group, Inc. (Nasdaq: SVCO) (“Silvaco”), a leading provider of TCAD, EDA software, and semiconductor IP solutions, and NVIDIA, a global leader in accelerated computing and AI, today announced a collaboration to advance next-generation digital twins for semiconductor design and manufacturing using NVIDIA accelerated computing and AI.
Silvaco is combining decades of physics-based modeling expertise with NVIDIA’s accelerated computing, CUDA-X™ libraries , PhysicsNeMo, Omniverse libraries, and Nemotron open models to help customers build, train, and deploy high-fidelity digital twins capable of predicting, optimizing, and validating complex semiconductor systems with unprecedented speed and accuracy.
Together, Silvaco’s physics-based simulation portfolio and NVIDIA accelerated computing and AI will help customers design, simulate and optimize increasingly complex semiconductor technologies.
Partnership Focus Areas
GPU-Accelerated Physics Simulation
Silvaco intends to use NVIDIA accelerated computing and CUDA-X™ libraries to accelerate its semiconductor device, process, photonics, and multiphysics simulation solutions, enabling dramatic reductions in simulation runtimes and increased design productivity. As an early proof point, Silvaco completed a fully scaled 3D FDTD simulation of a photonic edge coupler with 3.2 billion mesh nodes on 32 NVIDIA GPUs connected with NVLink in under four hours. The workload did not converge on CPUs, and the result achieved less than 0.15 dB difference between measurement and simulation.
AI-Driven Surrogate Modeling
Silvaco intends to leverage NVIDIA PhysicsNeMo to develop customizable AI surrogate models that complement high-fidelity physics simulation and accelerate exploration of design alternatives.
Digital Twin Visualization and Collaboration
Silvaco plans to connect its digital twin environment with NVIDIA Omniverse libraries™ and NVIDIA Cosmos™ to deliver collaborative, real-time visualization and simulation environments spanning semiconductor fabs, manufacturing systems, robotics platforms and infrastructure applications to provide interactive visualization and collaboration across semiconductor design and manufacturing workflows.
Scaled Engineering Workflows
Silvaco aims to establish cloud-native workflows that support design, testing, and validation across distributed teams and compute environments.
Delivering Measurable Customer Value
By combining the technologies, Silvaco expects to help customers:
-
Reduce Simulation Cycles from Weeks to Days
GPU-accelerated simulation and AI-driven modeling will enable faster design iterations and reduced time-to-market. -
Improve Accuracy and Insight
High-fidelity digital twins will provide deeper visibility into system performance, enabling more precise validation and optimization. -
Scale Engineering and Collaboration
Cloud-based visualization and AI-driven workflows will enable global teams to collaborate more efficiently and execute complex simulations at scale.
“The convergence of physics-based simulation, accelerated computing, and artificial intelligence is transforming design and manufacturing,” said Walden C. Rhines, President and Chief Executive Officer of Silvaco. “By combining Silvaco’s deep expertise in semiconductor and multiphysics digital twins with NVIDIA’s industry-leading computing and AI platforms, we can help customers model increasingly complex systems with greater speed, fidelity, and confidence. Together, we are positioning the industry for a future where AI-powered digital twins can fundamentally transform how semiconductor technologies are designed, validated, and optimized.”
“Digital twins are becoming essential tools for engineering and manufacturing innovation,” said Da Yang, senior director of product, semiconductor and EDA at NVIDIA. “By using NVIDIA AI, open models, libraries and accelerated computing, Silvaco is connecting high-fidelity simulation, helping customers move faster from modeling to insight across semiconductor design and manufacturing.”
The combination of Silvaco and NVIDIA solutions is expected to enable advanced digital twin applications including:
- Semiconductor process, device, packaging, and photonics simulation
- AI-assisted development of next-generation chips and advanced nodes
-
Factory optimization and predictive manufacturing
This collaboration brings together Silvaco’s semiconductor modeling expertise with NVIDIA accelerated computing and AI to advance high-fidelity simulation, AI surrogate models, and digital twins across semiconductor design and manufacturing.
About Silvaco
Silvaco is a provider of AI-enabled TCAD and EDA solutions, 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, Brazil, China, Egypt, Japan, Korea, Singapore, Taiwan, and Vietnam. Learn more at silvaco.com .
Safe Harbor Statement
This press release contains “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, each as amended, that are intended to be covered by the “safe harbor” provisions of those sections. Forward-looking statements give our current expectations and projections relating to our financial condition, results of operations, plans, objectives, future performance and business and can be identified by the fact that they do not relate strictly to historical or current facts. Forward-looking statements are typically identified by the use of words such as “anticipate,” “expect,” “intend,” “plan,” “believe,” “estimate,” “potential,” “continue” and similar expressions, although not all forward-looking statements contain these words. These statements are based on the Company’s current expectations and assumptions and are subject to risks, uncertainties and other factors, including those described in the Company’s most recent Quarterly Report on Form 10-Q and other filings with the Securities and Exchange Commission. These factors may cause actual results to differ materially from those expressed or implied by forward-looking statements. The Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by law.
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