Silvaco Group, Inc. announced a strategic partnership with Taiwan’s Industrial Technology Research Institute (ITRI) to deploy its SmartSpice™ circuit simulation platform in ITRI’s Nankang IC Design Incubation Center, where the tool will support the development of microcontroller units (MCUs) and other startup projects.
Under the agreement, ITRI will use SmartSpice to provide precise analog, mixed‑signal, and RF circuit verification for incubator startups. The partnership gives Silvaco access to a pipeline of early‑stage semiconductor companies and creates a new revenue channel through licensing and support services for the incubator’s startups.
The collaboration positions Silvaco as a key tool provider in Taiwan’s MCU ecosystem, a critical growth area for the semiconductor industry. By embedding SmartSpice in the incubator, Silvaco gains early exposure to emerging companies that could become future enterprise customers as they scale.
"We are excited to partner with ITRI, an organization at the forefront of semiconductor innovation and startup development in Taiwan. This collaboration reflects Silvaco's commitment to empowering the next generation of semiconductor companies with industry‑leading design tools," said Jasvinder Singh, SVP and GM of Silvaco’s EDA Business Unit. "Silvaco's SmartSpice solution will be an invaluable resource for the startups in our incubator program. Having access to advanced circuit simulation tools is essential as we continue to support the development of next‑generation MCU technologies," added Liang‑Chia Cheng, Division Director of ITRI’s Electronic and Optoelectronic System Research Laboratories.
Silvaco’s Q4 2025 results showed revenue of $18.3 million, up 2% year‑over‑year, and a GAAP net loss of $7.2 million. The company beat earnings expectations, reporting an EPS of –$0.03 versus a consensus of –$0.12, driven by cost control and new AI/ML customers. For Q1 2026, Silvaco guided revenue of $15–$19 million and expects double‑digit growth for the full year, underscoring confidence in its product portfolio and the partnership’s potential to generate new revenue streams.
The partnership aligns with Silvaco’s recent positive earnings beat and forward guidance, reinforcing investor confidence in the company’s strategic focus on AI, IP, and expanding its presence in the MCU market.
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