Sitime (SITM) FY2025 results: revenue $327 million, up 61.2% on the year

SiTime Corporation designs semiconductor timing products, the parts that provide and distribute the clock to processors, interface chips and radio components inside electronic systems. It calls its category Precision Timing, which it says it created, and its products are built in silicon using micro-electro-mechanical systems, or MEMS, rather than the quartz crystal used by traditional oscillator and resonator makers. Its products include oscillators, clock integrated circuits, resonators and synchronization software, and the filing states that they have been designed into over 400 applications. Its markets include AI systems, datacenter, communications, enterprise, automotive, industrial, aerospace, defense, mobile, Internet of Things and consumer. It was incorporated in Delaware on December 3, 2003, and its principal executive offices are in Santa Clara, California.

Technology

The company builds its products on four areas of expertise, MEMS, analog circuit design, system-level integration and software, and it develops its own MEMS simulation tools. The company states that, unlike most clock chip makers, it designs the resonator in-house and can place it inside the clock chip package, so it does not depend on quartz vendors for the clock reference. The filing describes the products as built to withstand rapid temperature changes, vibration and mechanical shock, with examples such as AI infrastructure equipment, 5G small cell radios mounted beside roads or rail lines and driver assistance systems in cars.

Recent products and deals

In December 2023 it bought clocking products, certain assets and an exclusive license to intellectual property from Aura Semiconductor, adding network synchronizers, jitter cleaners, clock generators and buffers. In June 2025 it launched its TimeFabric Software suite for time synchronization, which the company says delivers up to 9X more accurate synchronization than quartz-based solutions when combined with its oscillators and clocks. In September 2025 it announced the Titan Platform for the standalone resonator market, the result of six generations of its MEMS technology. On February 4, 2026 it agreed to buy assets of the timing business of Renesas Electronics Corporation for cash and 4.13 million shares of its common stock, and at the time of the filing the deal had not closed and still needed conditions including the expiry of antitrust waiting periods.

Customers and sales

It sells mostly through distributors, which resell to the end customers its sales staff work with directly, and it also sells directly to some end customers. Its distributors include Arrow Electronics, Pernas Electronics and Quantek Technology, and the company states that it believes most products sold to Pernas and Quantek are built into products of Apple. A customer's design cycle from first engagement to volume shipment typically runs six months to three years, with product life cycles of up to ten years or more. It also sells oscillators through SiTimeDirect, its self-service online store.

Manufacturing

It is a fabless company that uses third-party foundries and assembly and test contractors. Its primary foundries are Robert Bosch in Germany, Taiwan Semiconductor Manufacturing Company and United Microelectronics Corporation in Taiwan, and Teledyne Digital Imaging in Canada. Packaging, assembly and testing are done by contractors in Taiwan, Malaysia, Thailand, Japan and Singapore, and its products are warehoused at those facilities in Malaysia, Taiwan and Thailand. Bosch fabricates its MEMS wafers under a supply agreement whose initial ten-year term runs through February 2027 and renews automatically.

Competition

It names among its competitors Abracon, Daishinku, Diodes, Kyocera, Microchip Technology, Murata Manufacturing, Nihon Dempa Kogoyo, Rakon, Renesas Electronics, Seiko Epson, Skyworks Solutions, Texas Instruments and TXC Corporation.

People

As of December 31, 2025 it had 441 full-time equivalent employees, including 239 in research and development, 162 in sales, general and administrative and 40 in operations, in locations including the United States, France, Malaysia, the Netherlands, Taiwan, Japan, Finland, Ukraine, Germany, South Korea, India and Singapore. It had 147 issued U.S. patents and 50 pending U.S. patent applications at the same date.

From SiTime's annual report on Form 10-K for the year ended 31 December 2025. The filing

Written from the 10-K filed 11 February 2026: read the full 10-K.