SiTime Corporation Common Stock Goldman Sachs Communacopia + Technology Conference 2026

Yeah. To take a little bit of credit, about 20 years ago, we saw and believed that there was an increase in throughput, decrease in latency, decrease in phase noise, a tougher environment, and we felt that timing had to be a solution presented to customers. That was the bet we made, and that bet has proven true when we went public 2019, but it has become even more true in the last few years as the pace of innovation along those axes has increased so dramatically. Precision timing is essentially the heartbeat. It is the rising, it is literally a square wave, which shows up so that a CPU, a GPU, a TPU, a Wi-Fi, a wireless, a modem, or whatever other ASIC knows when to be on and when to not be on. And given the throughputs, given the rates, it becomes really important, really critical.

Yeah, so our most expensive chip, not in military application, sells for about $50. Our lowest price chip sells for around $0.35, $0.40.

Right. In general, we grow in about four different ways. In general, we grow because the end customer units grow, easy. We grow because ASP grows, because functionality grows. We grow because the number of chips per unit of system grows. We also grow, of course, when we get new opportunities, new applications. The great thing about the data center AI business is that they are firing on all cylinders, and they are firing on all cylinders at a very high rate of innovation speed. We are in the GPU, the TPU, the CPU. We are along with the switches. We are sitting next to the NIC cards. We are in the smart cables. We are in the pluggable optical modules.

The new generations of these products are moving fast, and with our acquisition of the clocking business as well as our own roadmap, the revenue opportunities are growing dramatically in that segment. When we went public, we were probably in that space. There was no data center AI space, but there was a data center business which was around $800 million in SAM. Today, that would be probably close to $3 billion in SAM opportunity. So it is an amazing opportunity, but half our business is not in this space, as you indicated.

It is outside that. Yeah.

Yeah. We always knew we wanted a clocking business because it is a complement to the oscillator business we have. The oscillator business is generating the frequency. The clocking business is disseminating or spreading the frequency. In that business, we know that the best brand name, the best technology, the best team was in Renesas, which used to be IDT, which used to be ICS. So it is a 25 to 30 year history. That was the best business to buy, and we were fortunate that we were able to get that. It was the golden property, if you will.