Silvaco Group, Inc. announced that it has expanded its strategic partnership with Advanced Power Electronics Corp. (APEC), a leading developer of silicon and silicon‑carbide power devices. The expanded agreement commits APEC to deploy Silvaco’s Victory Device 2D simulation tools, Gateway, and SmartSpice solutions throughout its silicon‑carbide product development flow, enabling faster design cycles and higher device performance.
The partnership represents a significant customer win for Silvaco, positioning the company in the rapidly growing silicon‑carbide power market—a segment that is expected to expand as automotive, industrial, renewable‑energy, and consumer‑electronics applications demand higher‑efficiency power semiconductors. By integrating Silvaco’s TCAD and EDA tools into APEC’s design flow, Silvaco gains a long‑term, high‑value relationship with a key silicon‑carbide developer, potentially driving recurring revenue and cross‑sell opportunities for its simulation and circuit‑design platforms.
Silvaco’s recent financial results provide context for the partnership’s strategic importance. In Q4 2025, the company reported an EPS of –$0.03, beating estimates of –$0.12, and revenue of $18.25 million, surpassing the $16.38 million consensus. The company also posted a GAAP net loss of $7.2 million for the full year 2025, with a basic and diluted net loss per share of $0.24. These results illustrate Silvaco’s ongoing turnaround effort, which focuses on cost reductions and prioritizing high‑margin growth drivers such as power electronics.
Management highlighted the partnership’s alignment with Silvaco’s strategy. Dr. CS Chang, President of APEC, said, "We are thrilled to deepen our partnership with Silvaco as we accelerate development of Silicon Carbide products. Silvaco's solutions are an integral part of our design flow, enabling us to explore complex device physics and optimize our SiC technologies. The combination of Victory Device, Gateway, and SmartSpice provides us with a comprehensive solution that bridges the gap between process development and circuit design, allowing us to deliver superior silicon carbide power solutions to our customers." Ian Chen, Chief Revenue Officer at Silvaco, added, "We are excited to deepen our relationship with APEC. APEC's commitment to our solutions demonstrates the critical role that advanced TCAD and EDA solutions play in accelerating power device innovation. Their long‑term commitment reinforces the clear value created by our solutions."
Silvaco’s CEO Walden Rhines noted that the partnership fits into the company’s broader turnaround narrative: "Silvaco's turnaround strategy is off to a strong start. We won our second AI/ML FTCO™ customer during the quarter, saw a meaningful uptick in the IP business, and we are executing our cost down strategy faster than anticipated. As a result, fourth‑quarter 2025 results were ahead of expectations, and we see continued strength to start 2026. Looking forward, we remain firmly committed to our prioritized growth drivers and financial and operational discipline as we continue to deliver predictable, profitable growth."
The expanded partnership is expected to accelerate APEC’s silicon‑carbide product development, reduce time‑to‑market, and enhance device performance, while providing Silvaco with a stable, high‑margin customer that can generate recurring revenue and cross‑sell opportunities across its TCAD and EDA portfolio. This development strengthens Silvaco’s position in a high‑growth, high‑margin segment and supports its strategic focus on power electronics, reinforcing the company’s long‑term growth trajectory.
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