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Silvaco Group helps chip manufacturers and designers develop manufacturing processes and chips. Its TCAD software simulates how manufacturing processes affect device performance, while its EDA software helps customers design, simulate and verify chips. It also licenses semiconductor intellectual property, or SIP: ready-made design elements such as memory and interfaces that customers incorporate into their own chips.
Customers include foundries, companies that design and manufacture chips, and chip designers that outsource manufacturing. They generally pay for multi-year software licenses with maintenance and services. Software licenses bring in most revenue; maintenance and services provide the smaller share. SIP can remain in customers’ products for extended periods, particularly in automotive and industrial applications.
The business depends on customers starting new chip designs, renewing licenses and making additional purchases. A relatively small number of large customers can drive revenue in any given quarter. Export controls and sanctions can require authorization for sales or prevent Silvaco from supplying software and support to certain customers or destinations.
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Silvaco’s results hinge on semiconductor process-development and chip-design spending, with Siemens EDA another major rival to watch beyond this list.
Synopsys is one of Silvaco’s most frequent rivals, competing for chipmakers’ spending on design software and ready-made circuit designs, or IP. Its Design IP business offers a focused view of demand from semiconductor and electronics customers that also matters to Silvaco’s IP business.
Cadence competes with Silvaco for chip designers’ spending on design and verification software and reusable circuit designs, or semiconductor IP. Silvaco also acquired Cadence’s optical-proximity-correction business in March 2025, so that business’s results now feed into Silvaco rather than Cadence.
Micron is both a paying customer and a development partner for Silvaco’s AI-based manufacturing-optimization software; it sells memory and storage chips. Watch its deployment of the jointly developed tools, which let engineers test manufacturing processes without physical wafers, for evidence of Silvaco’s software being put to use.
PDF Solutions and Silvaco both depend on semiconductor customers investing in better manufacturing processes: PDF measures chip characteristics and analyzes yield, while Silvaco sells process-simulation and manufacturing-optimization software. Watch demand for PDF’s CV characterization and yield-improvement systems as a read on that spending.
CEVA competes with Silvaco for chip developers’ spending on reusable circuit designs and related software, licensed as semiconductor IP. Customer design activity in automotive and industrial products matters to both, and Silvaco’s IP can remain in those products for extended production runs.
Arteris and Silvaco both earn licensing revenue when customers incorporate their circuit designs into chips: Arteris connects chip blocks through interconnect IP, while Silvaco supplies interface, memory and physical IP. Adoption of Arteris’s interconnect products helps gauge customer activity in integrating increasingly complex chips, a demand driver for Silvaco’s IP.
Keysight competes with Silvaco in parts of the semiconductor software market, selling engineering customers hardware, software and services to design and validate products. Its research-and-development solutions generate most of its revenue, making demand there more relevant to Silvaco’s design software than Keysight’s manufacturing and operations business.
Cadence Design Systems earningsCDNS
Cadence's report shows whether chip designers are still spending on design and verification software, a demand signal for Silvaco's EDA business, though Cadence sold its optical-proximity-correction business to Silvaco.
Look at Cadence's discussion of demand for design and verification software and the performance of its related business. Strong demand would show that chipmakers are still paying for design tools, supporting the market Silvaco's EDA business serves; weaker demand would point to tighter budgets. Cadence no longer runs the optical-proximity-correction business it sold, so its report cannot show how that business is performing at Silvaco.
Arteris, Inc. earningsAIP
Arteris's report will show whether chipmakers are adopting its interconnect IP, a signal of the complex chip-integration activity that also supports demand for Silvaco's IP.
Watch Arteris's discussion of adoption of its interconnect products and related licensing business. Rising adoption would indicate that customers are integrating more functions into chips, activity that also creates demand for Silvaco's interface, memory and physical IP; slowing adoption would signal less momentum in complex chip integration, not prove how Silvaco itself is selling.
Silvaco Group, Inc. earningsThis company
Silvaco's report will show whether growth in EDA and semiconductor IP is translating into software-license and maintenance revenue that can offset weakness in TCAD.
Read software-license revenue alongside maintenance and services, and watch how EDA, IP and TCAD each change. License revenue is generally recorded on delivery, so a single quarter can be affected by order timing. If both license and maintenance revenue hold up and EDA and IP growth offsets the TCAD decline, demand is broadening; if growth mainly reflects services or the timing of license deliveries while TCAD weakens further, the improvement is less solid.
PDF Solutions Inc earningsPDFS
PDF Solutions's report shows demand for chip-characterization and yield-improvement systems, a read on the manufacturing-process investment that supports demand for Silvaco's simulation and optimization software.
Look at PDF Solutions's discussion of demand for its CV chip-characterization and yield-improvement systems. Stronger demand would show that customers are still investing in better manufacturing processes, supporting the market for Silvaco's TCAD tools; weaker demand would suggest customers are scaling back that investment and the external demand backdrop for TCAD is less supportive.
Synopsys Inc earningsSNPS
Synopsys's Design IP results show chipmakers' spending on reusable circuit designs and the competitive market Silvaco's own IP business serves.
Read Synopsys's Design IP performance alongside its comments on demand from semiconductor and electronics customers. Growth would show that customers are paying for reusable circuit designs, supporting demand in Silvaco's IP market while confirming that both compete for those budgets; weakness would signal pressure on demand and a harder market in which to win business.
Micron Technology, Inc. earningsMU
Micron is both a customer and development partner for Silvaco's manufacturing-optimization software, so any deployment update would show whether the jointly developed tools are reaching practical use.
Watch for Micron to disclose that the jointly developed tools are in use or that deployment has expanded. Such progress would show Silvaco's software moving from development into customer use; a disclosed delay or obstacle would leave the path to sustained use uncertain. If Micron says nothing about deployment, silence alone does not show that it has failed.
