View Future GrowthSiTime 과거 순이익 실적과거 기준 점검 0/6SiTime 의 수입은 연평균 -47.2%의 비율로 감소해 온 반면, Semiconductor 산업은 연평균 0.3%의 비율로 감소했습니다. 매출은 연평균 7.8%의 비율로 증가해 왔습니다.핵심 정보-47.21%순이익 성장률-46.31%주당순이익(EPS) 성장률Semiconductor 산업 성장률12.91%매출 성장률7.82%자기자본이익률-2.09%순이익률-6.38%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • May 09First quarter 2026 earnings released: US$0.20 loss per share (vs US$1.01 loss in 1Q 2025)First quarter 2026 results: US$0.20 loss per share (improved from US$1.01 loss in 1Q 2025). Revenue: US$113.6m (up 88% from 1Q 2025). Net loss: US$5.22m (loss narrowed 78% from 1Q 2025). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Global Semiconductor industry.공시 • Apr 10SiTime Corporation to Report Q1, 2026 Results on May 06, 2026SiTime Corporation announced that they will report Q1, 2026 results After-Market on May 06, 2026Reported Earnings • Feb 05Full year 2025 earnings released: US$1.72 loss per share (vs US$4.05 loss in FY 2024)Full year 2025 results: US$1.72 loss per share (improved from US$4.05 loss in FY 2024). Revenue: US$326.7m (up 61% from FY 2024). Net loss: US$42.9m (loss narrowed 54% from FY 2024). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Global Semiconductor industry.공시 • Jan 15SiTime Corporation to Report Q4, 2025 Results on Feb 04, 2026SiTime Corporation announced that they will report Q4, 2025 results After-Market on Feb 04, 2026모든 업데이트 보기Recent updatesRecent Insider Transactions • Jun 03Insider recently sold Mex$19m worth of stockOn the 29th of May, Fariborz Assaderaghi sold around 2k shares on-market at roughly Mex$12,364 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$22m. Insiders have been net sellers, collectively disposing of Mex$684m more than they bought in the last 12 months.Recent Insider Transactions • May 28Insider recently sold Mex$22m worth of stockOn the 22nd of May, Fariborz Assaderaghi sold around 2k shares on-market at roughly Mex$12,672 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$22m. Insiders have been net sellers, collectively disposing of Mex$680m more than they bought in the last 12 months.Reported Earnings • May 09First quarter 2026 earnings released: US$0.20 loss per share (vs US$1.01 loss in 1Q 2025)First quarter 2026 results: US$0.20 loss per share (improved from US$1.01 loss in 1Q 2025). Revenue: US$113.6m (up 88% from 1Q 2025). Net loss: US$5.22m (loss narrowed 78% from 1Q 2025). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Global Semiconductor industry.공시 • May 06SiTime Corporation Announces Elite 2 Super-TCXOSiTime Corporation announced the Elite 2 Super-TCXO to increase GPU utilization and compute efficiency in AI data centers by delivering better time synchronization. The product targets a $1,500 million cumulative market by 2030. SiTime’s Elite 2 Super-TCXO delivers sub-nanosecond time synchronization across AI clusters, improving GPU utilization and compute efficiency. The industry is driving towards a target of 10 nanoseconds time synchronization across an AI cluster, down from 1 microsecond today. The device delivers sub-nanosecond synchronization, 10X better than target, which is enabled by its exceptional thermal and short-term stability. With these characteristics, Elite 2 minimizes time errors between GPUs, unlocking higher system utilization, greater throughput and better performance per watt. Elite 2 Super-TCXO delivers better synchronization in the industry's smallest footprint. Key features: 1 ns time synchronization accuracy—up to 100X better; ±2 ppb/°C dF/dT (frequency temperature slope)—up to 25X better; 6 × 10?¹² Allan Deviation (ADEV)—up to 8X lower; ±50 ppb frequency stability over -40 to 105°C—up to 4X better; 3.2 mm × 2.5 mm (8 mm²) footprint—up to 2X smaller; Digital frequency tuning simplifies timing-aware network design; Eliminates activity dips and micro jumps inherent in quartz technology; Resistant to shock, vibration and board bending. The Elite 2 Super-TCXO is sampling now, with commercial production expected in Third Quarter 2026. The Elite 2 Super-TCXO is available in 3.2 mm × 2.5 mm plastic and 5.0 mm × 3.2 mm ceramic packages. Part numbers: SiT5234, SiT5235, SiT5434 and SiT5435.Recent Insider Transactions • Apr 24Executive VP & Chief Business Officer recently sold Mex$20m worth of stockOn the 17th of April, Piyush Sevalia sold around 2k shares on-market at roughly Mex$8,343 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$35m. Insiders have been net sellers, collectively disposing of Mex$824m more than they bought in the last 12 months.공시 • Apr 17SiTime Corporation, Annual General Meeting, May 29, 2026SiTime Corporation, Annual General Meeting, May 29, 2026. Location: meetnw.global/mtfptcc, United States공시 • Apr 10SiTime Corporation to Report Q1, 2026 Results on May 06, 2026SiTime Corporation announced that they will report Q1, 2026 results After-Market on May 06, 2026Recent Insider Transactions • Mar 04Insider recently sold Mex$35m worth of stockOn the 24th of February, Fariborz Assaderaghi sold around 5k shares on-market at roughly Mex$6,990 per share. This transaction amounted to 91% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$806m more than they bought in the last 12 months.Recent Insider Transactions • Feb 25Executive Vice President of Marketing recently sold Mex$8.1m worth of stockOn the 18th of February, Piyush Sevalia sold around 1k shares on-market at roughly Mex$7,182 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$26m. Insiders have been net sellers, collectively disposing of Mex$746m more than they bought in the last 12 months.Recent Insider Transactions • Feb 13Director recently sold Mex$26m worth of stockOn the 6th of February, Akira Takata sold around 4k shares on-market at roughly Mex$7,467 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$731m more than they bought in the last 12 months.Reported Earnings • Feb 05Full year 2025 earnings released: US$1.72 loss per share (vs US$4.05 loss in FY 2024)Full year 2025 results: US$1.72 loss per share (improved from US$4.05 loss in FY 2024). Revenue: US$326.7m (up 61% from FY 2024). Net loss: US$42.9m (loss narrowed 54% from FY 2024). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Global Semiconductor industry.공시 • Feb 05SiTime Corporation (NasdaqGM:SITM) signed a definitive agreement to acquire Timing Business of Renesas Electronics America Inc. for $3 billion.SiTime Corporation (NasdaqGM:SITM) signed a definitive agreement to acquire Timing Business of Renesas Electronics America Inc. for $3 billion on February 4, 2026. Under the terms of the asset purchase agreement, SiTime Corporation will pay $1.5 billion in cash and will issue approximately 4.13 million shares of SiTime Corporation. The shares are subject to a potential adjustment and a collar determined by the 10-day volume weighted average price (“VWAP”) as of three trading days prior to the execution of the asset purchase agreement. The stock consideration will be paid in the form of newly issued SiTime common stock based on SiTime’s 10-day VWAP as of three trading days prior to closing, subject to a floor price of $308.6686 and a ceiling price of $417.6104. The business being acquired is the preeminent brand in clocking with a 30-year legacy of highly differentiated clocking products and an enviable financial profile. It has delivered sustained financial performance of approximately 70% gross margin. It serves over 10,000 customers, with nearly 75% of revenue in the AI-Datacenter-Comms segment and the remainder in industrial and automotive. In the 12 months following the close of the transaction, the business is expected to generate $300 million in revenue, catalyzed by SiTime’s sales and go-to-market expertise. Hidetoshi Shibata, CEO of Renesas, will join SiTime’s Board of Directors after the close of the transaction. The transaction will be financed with cash on hand and $900 million of fully committed debt financing from Wells Fargo Bank, N.A. In case of termination of the transaction, SiTime may be required to pay either $150 million or $75 million under specified circumstances to Renesas Electronics America Inc. The transaction is subject to customary closing conditions and regulatory approvals. The deal has been unanimously approved by the board of directors of Renesas Electronics Corporation and SiTime Corporation. The transaction is expected to close by the end of 2026. The acquisition is expected to be accretive to SiTime’s non-GAAP earnings per share in the first year post-close. Qatalyst Partners, L.P. acted as financial advisor to SiTime Corporation. Rishab Kumar and Steve Tonsfeldt of Cooley LLP acted as legal advisor to SiTime Corporation. JPMorgan Chase & Co. acted as financial advisor to Renesas Electronics America Inc. Jon A. Olsen and Sara M. Carian of Sidley Austin LLP acted as legal advisor to Renesas Electronics America Inc.공시 • Feb 03SiTime Corporation Reportedly Nears $3 Billion Acquisition of Renesas Electronics’ Timing UnitSiTime Corporation (NasdaqGM:SITM) is nearing an agreement to acquire Renesas Electronics Corporation's (TSE:6723) timing unit in a deal that could be worth about $3 billion, according to people familiar with the matter. Santa Clara, California-based SiTime is putting the final touches on a purchase of the Renesas division, which makes the clocks that synchronize signals in wireless infrastructure, the people said, asking not be identified because the discussions aren’t public. The companies could reach an agreement as soon as February 5, 2026, when Renesas is scheduled to report its full-year earnings, the people said, adding that negotiations are ongoing and could still fall apart. Representatives for SiTime and Renesas didn’t immediately respond to requests seeking comment. SiTime specializes in silicon oscillators and resonators that keep complex circuits in sync inside artificial intelligence data centers. Nintendo Co. supplier MegaChips Corp., based in Osaka, holds a stake in SiTime. A deal for the Renesas unit would represent SiTime’s largest acquisition to date, according to data compiled by Bloomberg. The companies have been in talks about a potential transaction, people familiar with the matter have said. A sale of the unit would give Renesas more funds to chase acquisitions in high-growth areas and move toward a platform-based business.공시 • Jan 22SiTime Corporation Appoints Faraj Aalaei to Its Board of DirectorsSiTime Corporation has expanded the company’s Board of Directors with the appointment of Mr. Faraj Aalaei, founder, chairman and CEO of Cognichip Inc. Mr. Aalaei’s exemplary career is marked by groundbreaking contributions as a technology innovator, leading critical advancements from developing the world’s first optical ring communication system to pioneering solutions for cable modems, broadband DSL and autonomous driving Ethernet communications. Holding multiple patents and an honorary doctorate in Engineering, Mr. Aalaei’s academic achievements include degrees from Wentworth Institute of Technology, the University of Massachusetts, and the University of New Hampshire. In 2024, he was honored with the prestigious United States Ellis Island Medal of Honor.Board Change • Jan 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. Director Ganesh Moorthy was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Jan 15SiTime Corporation to Report Q4, 2025 Results on Feb 04, 2026SiTime Corporation announced that they will report Q4, 2025 results After-Market on Feb 04, 2026Recent Insider Transactions • Jan 09Chairman recently sold Mex$13m worth of stockOn the 2nd of January, Rajesh Vashist sold around 2k shares on-market at roughly Mex$6,600 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$61m. Rajesh has been a net seller over the last 12 months, reducing personal holdings by Mex$306m.Board Change • Jan 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. Director Ganesh Moorthy was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.매출 및 비용 세부 내역SiTime가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이BMV:SITM * 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비31 Mar 26380-2412912331 Dec 25327-4311712130 Sep 25281-7111312130 Jun 25256-8210811831 Mar 25230-8910511331 Dec 24203-9410210830 Sep 24177-959510430 Jun 24155-949110031 Mar 24139-938710431 Dec 23144-818410130 Sep 23162-628310030 Jun 23200-388210531 Mar 2325217910431 Dec 2228423779930 Sep 2229945739130 Jun 2228853687931 Mar 2225442626231 Dec 2121932555530 Sep 2118314494630 Jun 211530434031 Mar 21130-8383531 Dec 20116-9353130 Sep 20104-11312830 Jun 2097-9272631 Mar 2091-9242531 Dec 1984-7212430 Sep 1979-6202430 Jun 1975-6192431 Mar 1980-7202331 Dec 1885-9212331 Dec 1710152121양질의 수익: SITM * 은(는) 현재 수익성이 없습니다.이익 마진 증가: SITM *는 현재 수익성이 없습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: SITM *은 수익성이 없으며 지난 5년 동안 손실이 연평균 47.2% 증가했습니다.성장 가속화: 현재 수익성이 없어 지난 1년간 SITM *의 수익 성장률을 5년 평균과 비교할 수 없습니다.수익 대 산업: SITM *은 수익성이 없어 지난 해 수익 성장률을 Semiconductor 업계(8.2%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: SITM *는 현재 수익성이 없으므로 자본 수익률이 음수(-2.09%)입니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YSemiconductors 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/15 07:30종가2026/06/05 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스SiTime Corporation는 10명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Thomas O'MalleyBarclaysJames SchneiderGoldman SachsGary MobleyLoop Capital Markets7명의 분석가 더 보기
Reported Earnings • May 09First quarter 2026 earnings released: US$0.20 loss per share (vs US$1.01 loss in 1Q 2025)First quarter 2026 results: US$0.20 loss per share (improved from US$1.01 loss in 1Q 2025). Revenue: US$113.6m (up 88% from 1Q 2025). Net loss: US$5.22m (loss narrowed 78% from 1Q 2025). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Global Semiconductor industry.
공시 • Apr 10SiTime Corporation to Report Q1, 2026 Results on May 06, 2026SiTime Corporation announced that they will report Q1, 2026 results After-Market on May 06, 2026
Reported Earnings • Feb 05Full year 2025 earnings released: US$1.72 loss per share (vs US$4.05 loss in FY 2024)Full year 2025 results: US$1.72 loss per share (improved from US$4.05 loss in FY 2024). Revenue: US$326.7m (up 61% from FY 2024). Net loss: US$42.9m (loss narrowed 54% from FY 2024). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Global Semiconductor industry.
공시 • Jan 15SiTime Corporation to Report Q4, 2025 Results on Feb 04, 2026SiTime Corporation announced that they will report Q4, 2025 results After-Market on Feb 04, 2026
Recent Insider Transactions • Jun 03Insider recently sold Mex$19m worth of stockOn the 29th of May, Fariborz Assaderaghi sold around 2k shares on-market at roughly Mex$12,364 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$22m. Insiders have been net sellers, collectively disposing of Mex$684m more than they bought in the last 12 months.
Recent Insider Transactions • May 28Insider recently sold Mex$22m worth of stockOn the 22nd of May, Fariborz Assaderaghi sold around 2k shares on-market at roughly Mex$12,672 per share. This transaction amounted to 2.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$22m. Insiders have been net sellers, collectively disposing of Mex$680m more than they bought in the last 12 months.
Reported Earnings • May 09First quarter 2026 earnings released: US$0.20 loss per share (vs US$1.01 loss in 1Q 2025)First quarter 2026 results: US$0.20 loss per share (improved from US$1.01 loss in 1Q 2025). Revenue: US$113.6m (up 88% from 1Q 2025). Net loss: US$5.22m (loss narrowed 78% from 1Q 2025). Revenue is forecast to grow 33% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Global Semiconductor industry.
공시 • May 06SiTime Corporation Announces Elite 2 Super-TCXOSiTime Corporation announced the Elite 2 Super-TCXO to increase GPU utilization and compute efficiency in AI data centers by delivering better time synchronization. The product targets a $1,500 million cumulative market by 2030. SiTime’s Elite 2 Super-TCXO delivers sub-nanosecond time synchronization across AI clusters, improving GPU utilization and compute efficiency. The industry is driving towards a target of 10 nanoseconds time synchronization across an AI cluster, down from 1 microsecond today. The device delivers sub-nanosecond synchronization, 10X better than target, which is enabled by its exceptional thermal and short-term stability. With these characteristics, Elite 2 minimizes time errors between GPUs, unlocking higher system utilization, greater throughput and better performance per watt. Elite 2 Super-TCXO delivers better synchronization in the industry's smallest footprint. Key features: 1 ns time synchronization accuracy—up to 100X better; ±2 ppb/°C dF/dT (frequency temperature slope)—up to 25X better; 6 × 10?¹² Allan Deviation (ADEV)—up to 8X lower; ±50 ppb frequency stability over -40 to 105°C—up to 4X better; 3.2 mm × 2.5 mm (8 mm²) footprint—up to 2X smaller; Digital frequency tuning simplifies timing-aware network design; Eliminates activity dips and micro jumps inherent in quartz technology; Resistant to shock, vibration and board bending. The Elite 2 Super-TCXO is sampling now, with commercial production expected in Third Quarter 2026. The Elite 2 Super-TCXO is available in 3.2 mm × 2.5 mm plastic and 5.0 mm × 3.2 mm ceramic packages. Part numbers: SiT5234, SiT5235, SiT5434 and SiT5435.
Recent Insider Transactions • Apr 24Executive VP & Chief Business Officer recently sold Mex$20m worth of stockOn the 17th of April, Piyush Sevalia sold around 2k shares on-market at roughly Mex$8,343 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$35m. Insiders have been net sellers, collectively disposing of Mex$824m more than they bought in the last 12 months.
공시 • Apr 17SiTime Corporation, Annual General Meeting, May 29, 2026SiTime Corporation, Annual General Meeting, May 29, 2026. Location: meetnw.global/mtfptcc, United States
공시 • Apr 10SiTime Corporation to Report Q1, 2026 Results on May 06, 2026SiTime Corporation announced that they will report Q1, 2026 results After-Market on May 06, 2026
Recent Insider Transactions • Mar 04Insider recently sold Mex$35m worth of stockOn the 24th of February, Fariborz Assaderaghi sold around 5k shares on-market at roughly Mex$6,990 per share. This transaction amounted to 91% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$806m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 25Executive Vice President of Marketing recently sold Mex$8.1m worth of stockOn the 18th of February, Piyush Sevalia sold around 1k shares on-market at roughly Mex$7,182 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$26m. Insiders have been net sellers, collectively disposing of Mex$746m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 13Director recently sold Mex$26m worth of stockOn the 6th of February, Akira Takata sold around 4k shares on-market at roughly Mex$7,467 per share. This transaction amounted to 22% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$731m more than they bought in the last 12 months.
Reported Earnings • Feb 05Full year 2025 earnings released: US$1.72 loss per share (vs US$4.05 loss in FY 2024)Full year 2025 results: US$1.72 loss per share (improved from US$4.05 loss in FY 2024). Revenue: US$326.7m (up 61% from FY 2024). Net loss: US$42.9m (loss narrowed 54% from FY 2024). Revenue is forecast to grow 27% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Global Semiconductor industry.
공시 • Feb 05SiTime Corporation (NasdaqGM:SITM) signed a definitive agreement to acquire Timing Business of Renesas Electronics America Inc. for $3 billion.SiTime Corporation (NasdaqGM:SITM) signed a definitive agreement to acquire Timing Business of Renesas Electronics America Inc. for $3 billion on February 4, 2026. Under the terms of the asset purchase agreement, SiTime Corporation will pay $1.5 billion in cash and will issue approximately 4.13 million shares of SiTime Corporation. The shares are subject to a potential adjustment and a collar determined by the 10-day volume weighted average price (“VWAP”) as of three trading days prior to the execution of the asset purchase agreement. The stock consideration will be paid in the form of newly issued SiTime common stock based on SiTime’s 10-day VWAP as of three trading days prior to closing, subject to a floor price of $308.6686 and a ceiling price of $417.6104. The business being acquired is the preeminent brand in clocking with a 30-year legacy of highly differentiated clocking products and an enviable financial profile. It has delivered sustained financial performance of approximately 70% gross margin. It serves over 10,000 customers, with nearly 75% of revenue in the AI-Datacenter-Comms segment and the remainder in industrial and automotive. In the 12 months following the close of the transaction, the business is expected to generate $300 million in revenue, catalyzed by SiTime’s sales and go-to-market expertise. Hidetoshi Shibata, CEO of Renesas, will join SiTime’s Board of Directors after the close of the transaction. The transaction will be financed with cash on hand and $900 million of fully committed debt financing from Wells Fargo Bank, N.A. In case of termination of the transaction, SiTime may be required to pay either $150 million or $75 million under specified circumstances to Renesas Electronics America Inc. The transaction is subject to customary closing conditions and regulatory approvals. The deal has been unanimously approved by the board of directors of Renesas Electronics Corporation and SiTime Corporation. The transaction is expected to close by the end of 2026. The acquisition is expected to be accretive to SiTime’s non-GAAP earnings per share in the first year post-close. Qatalyst Partners, L.P. acted as financial advisor to SiTime Corporation. Rishab Kumar and Steve Tonsfeldt of Cooley LLP acted as legal advisor to SiTime Corporation. JPMorgan Chase & Co. acted as financial advisor to Renesas Electronics America Inc. Jon A. Olsen and Sara M. Carian of Sidley Austin LLP acted as legal advisor to Renesas Electronics America Inc.
공시 • Feb 03SiTime Corporation Reportedly Nears $3 Billion Acquisition of Renesas Electronics’ Timing UnitSiTime Corporation (NasdaqGM:SITM) is nearing an agreement to acquire Renesas Electronics Corporation's (TSE:6723) timing unit in a deal that could be worth about $3 billion, according to people familiar with the matter. Santa Clara, California-based SiTime is putting the final touches on a purchase of the Renesas division, which makes the clocks that synchronize signals in wireless infrastructure, the people said, asking not be identified because the discussions aren’t public. The companies could reach an agreement as soon as February 5, 2026, when Renesas is scheduled to report its full-year earnings, the people said, adding that negotiations are ongoing and could still fall apart. Representatives for SiTime and Renesas didn’t immediately respond to requests seeking comment. SiTime specializes in silicon oscillators and resonators that keep complex circuits in sync inside artificial intelligence data centers. Nintendo Co. supplier MegaChips Corp., based in Osaka, holds a stake in SiTime. A deal for the Renesas unit would represent SiTime’s largest acquisition to date, according to data compiled by Bloomberg. The companies have been in talks about a potential transaction, people familiar with the matter have said. A sale of the unit would give Renesas more funds to chase acquisitions in high-growth areas and move toward a platform-based business.
공시 • Jan 22SiTime Corporation Appoints Faraj Aalaei to Its Board of DirectorsSiTime Corporation has expanded the company’s Board of Directors with the appointment of Mr. Faraj Aalaei, founder, chairman and CEO of Cognichip Inc. Mr. Aalaei’s exemplary career is marked by groundbreaking contributions as a technology innovator, leading critical advancements from developing the world’s first optical ring communication system to pioneering solutions for cable modems, broadband DSL and autonomous driving Ethernet communications. Holding multiple patents and an honorary doctorate in Engineering, Mr. Aalaei’s academic achievements include degrees from Wentworth Institute of Technology, the University of Massachusetts, and the University of New Hampshire. In 2024, he was honored with the prestigious United States Ellis Island Medal of Honor.
Board Change • Jan 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. Director Ganesh Moorthy was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Jan 15SiTime Corporation to Report Q4, 2025 Results on Feb 04, 2026SiTime Corporation announced that they will report Q4, 2025 results After-Market on Feb 04, 2026
Recent Insider Transactions • Jan 09Chairman recently sold Mex$13m worth of stockOn the 2nd of January, Rajesh Vashist sold around 2k shares on-market at roughly Mex$6,600 per share. This transaction amounted to 1.1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$61m. Rajesh has been a net seller over the last 12 months, reducing personal holdings by Mex$306m.
Board Change • Jan 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. Director Ganesh Moorthy was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.