SiTime is pursuing its path to $1 billion of revenue as the premier pure-play Precision Timing company with an industry leading portfolio. On February 4, 2026, SiTime agreed to acquire Renesas' timing business for $1.5 billion in cash plus about 4.13 million shares, gaining a portfolio of clocking products, long-standing hyperscale and automotive customers.
Cyborg Score Rationale
SiTime has trailing twelve month revenue of $327M with gross margin at 52.2%, supported by strong AI datacenter demand. However, the company faces potential risks associated with integration of the Renesas timing business and a significant financial commitment of $1.5 billion in cash and newly issued shares, which may affect financial flexibility.
Top Insights
Acquired Renesas business expected to generate $300 million in revenue in 12 months post-close with 70% gross margin
Book-to-bill ratio over 1.5 at end of Q4, indicating strong demand and excellent visibility for 2026
Renesas timing business serves over 10,000 customers with nearly 75% of revenue in AI-Datacenter-Comms segment
SiTime surpasses earnings expectations, marking seven-quarters streak of over 100% year-over-year growth in key sectors
Named Competitors
Clock Distribution — Semiconductor timing solutions
Timing Solutions — Clock and timing products
Oscillators — Timing and clock management
Recent Developments
(February 2026) SiTime announces $1.5B definitive agreement to acquire Renesas' timing business; expected to close by end of 2026
(February 2026) Q4 2025 revenue at $113.3M, 36% increase; book-to-bill ratio exceeds 1.5; gross margin near 62%
(February 2026) Partnership MOU signed with Renesas to explore MEMS resonator integration into embedded computing products
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