SiTime makes silicon-based timing chips (oscillators, resonators) that act as the heartbeat for electronics, replacing bulky quartz crystals in phones, cars, and data centers. Think of it as the precision clockwork inside your devices, built on a semiconductor
Revenue is growing fast (USD 0.33B in 2025, up from USD 0.14B in 2023) but the company is barely profitable, with a net margin of just 3.01% TTM. Money comes from selling timing components through distributors and resellers, with gross margins around 58.71% bu
SiTime's silicon MEMS timing tech is hard to copy because it requires specialized manufacturing know-how and design patents, giving it a solid edge over traditional quartz makers like TXC Corporation and Epson. However, the moat is eroding as larger semiconduc
Buy (sector percentile 72) — value D, growth A, profitability C+, momentum B, revisions B-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Multiple analysts positive; avg target implies 37% upside
Q2 EPS of $2.34 beat consensus of $1.93; revenue surged 127% YoY, driven by CED growth
Earnings and guidance already covered; today's move is market reaction, no new facts.
Q3 guidance implies ~90% QoQ and ~250% YoY revenue growth, driven by AI infrastructure and TPD
Q2 营收 $157M，同比增长 127%，环比增长 39%；毛利率 67.1%，同比提升 8.9 个百分点。
Institutional Q1 filing shows major position increase, highlighting capital flow interest
Multiple sources highlight AI-driven growth potential and integration execution concerns
Q1 2026 营收为 $113.6M，同比增长 88%，EPS 从 $0.26 增至 $1.44，增长五倍。
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SiTime Corporation is discussed in the context of industry meetings and greetings, suggesting ongoing business development or networking within the semiconductor timing solutions sector.
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