Director Ng Anthony K.K. Accumulates 1,376 Shares at $10.67—Silvaco’s Insider Buying Signals Bullish Turnaround Momentum

Insider Buying in a Turning‑Point Company Silvaco Group’s recent filing shows non‑employee director Ng Anthony K.K. acquiring 1,376 shares on 12 May 2026. The transaction was made at the market price of $10.67 and is a direct award under the company’s amended non‑employee director compensation plan. While the dollar amount is modest relative to the company’s market cap, the move signals continued confidence from a senior insider who has been steadily accumulating shares over the past year.

A Pattern of Steady Accumulation Ng Anthony’s purchase history shows a clear trend of building a position rather than trading for speculative reasons. From early September 2025 through April 2026, the director has added 17,564 shares in a single trade and smaller purchases totaling over 27,000 shares. Each transaction was executed at zero or very low price (many at $0.00 or below $5.50), suggesting that the director is benefitting from compensation‑related awards or tax‑advantaged allocations. The cumulative holding now stands at 113,976 shares—about 0.03 % of the outstanding shares—underscoring a long‑term investment mindset.

Implications for Investors The insider activity coincides with a period of positive momentum for Silvaco: quarterly revenue up 25 % YoY, a narrowing loss, and a strong 44 % monthly gain in share price. The director’s continued accumulation may be interpreted as an endorsement of the company’s turnaround strategy, especially given the company’s recent profitability improvement and the board’s willingness to reward directors with equity. For investors, this could be a bullish signal, indicating that those with the most knowledge of the company’s prospects are betting on future upside rather than hedging.

Comparative Company‑wide Activity Other insiders—Katherine S. Ngai‑Pesic, Illya Pesic, and Anita Ganti—have also been purchasing shares in the same period, each completing a single transaction of 1,165–1,694 shares. This cluster of buy‑side activity across the board suggests a broader consensus among management to increase ownership stakes, likely to align interests with shareholders and support the stock’s upward trajectory.

A Profile of Ng Anthony K.K. Ng Anthony, a non‑employee director, has historically been a passive yet consistent investor. His purchases are almost exclusively made through the company’s incentive programs rather than open market trades. The pattern—regular, low‑price acquisitions—implies a long‑term commitment to Silvaco’s growth. Such insider behavior is generally viewed favorably by markets, as it reduces the risk of short‑term speculative swings and signals that the director believes the company’s valuation will rise over time.

In sum, Silvaco’s recent insider buying—especially by a senior director—coincides with solid financial improvement and could be a positive barometer for investors. The cumulative effect of these transactions paints a picture of insiders betting on the company’s continued recovery and highlights a potentially attractive opportunity for long‑term shareholders.