AcquisitionsThe recent acquisition of Mixel Inc., Tech-X, and CDNS' PPC division, as well as progress in scaling FTCO, are positives for Silvaco Group, Inc.
Design WinsContinued design win momentum, including a GaN power application with Fraunhofer ISIT using Silvaco's DTCO, is a positive sign.
Financial PerformanceSilvaco Group, Inc. has a strong margin profile in the mid-80s this year, which could grow with sales volumes into the high 80% range.