Silvaco provides EDA/TCAD simulation software — the tool that designs the chips enabling Physical AI; 86.4% gross margins confirm software-moat economics and +26% YoY revenue growth demonstrates adoption acceleration in chip design simulation.
Research snapshot · 6/25/26
SVCOSilvaco Group
Machine vision and LiDAR-perception
Open SVCO in Robinhood ↗Conviction●●●○○3 of 5
Research target15.41Snapshot target
Thesis statusINTACTLast reviewed 6/25/26
Market cap400.43MSnapshot value
OPC acquisition revenue contribution; new TCAD customer wins; revenue acceleration above 26% YoY; gross margin maintenance; Physical AI chip design program wins
Semiconductor design activity downturn; EDA market consolidates to larger players; OPC acquisition integration fails
Neutral — EDA software niche, minimal retail coverage
Snapshot · 6/25/26🟢 Lean-Bull · 13F 17+/6- · short↓0.17
Snapshot · 6/25/26