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SiTime (SITM) investor relations material
SiTime UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary2 Dec, 2025
Business overview and market positioning
Operates across communications, enterprise, data center, industrial, automotive, defense, and consumer markets, with a focus on precision timing solutions.
MEMS technology, invented and refined in-house, underpins a unique position as the only company shipping MEMS-based timing at scale.
Offers a full portfolio: oscillators, clocks, and resonators, addressing an $11 billion total addressable market.
Bundling clocks and oscillators enables earlier engagement in customer design cycles and differentiates from competitors.
Holds a strong moat through proprietary process, design, custom tools, and deep know-how, supported by significant IP.
Competitive landscape and technology differentiation
Only company to deliver clocks, oscillators, and resonators at scale, bridging the gap between semiconductor and quartz companies.
MEMS timing offers advantages over quartz: smaller size, lower power, higher resilience, and superior reliability.
MEMS process is custom-built, with in-house tools and expertise in analog mixed-signal and systems integration.
High barriers to entry due to the complexity of MEMS process, design, and lack of off-the-shelf tools.
Market remains highly consolidated, with SiTime as the established leader in MEMS timing.
Market opportunities and growth drivers
Data center and AI networking are major growth drivers, with high content per rack, especially in networking components.
Consumer segment is expanding, with design wins in major internal modems and opportunities for further proliferation by 2026.
Automotive and industrial markets expected to see secular growth from 2027, especially as ADAS and safety features advance.
Diversified across multiple end markets, with significant opportunities in communications, industrial, automotive, defense, and consumer electronics.
M&A opportunities exist in clocks, software, modules, and IP to further consolidate and expand capabilities.
Detail SiTime's unique competitive moat
Data center: network vs compute opportunity
How does product mix impact gross margins?
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Next SiTime earnings date
Q4 20255 Feb, 2026
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Frequently asked questions
SiTime Corporation designs and manufactures silicon-based timing solutions used in electronic systems. Its product portfolio includes oscillators, clock generators, and resonators supporting applications in automotive, industrial, communications, and consumer electronics. The company is headquartered in Santa Clara, California, and its shares are listed on the NASDAQ.
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