SiTime revenue jumps 257% to $298.7M as AI racks drive timing chip demand
BenBajarin · x · 2026-11-06
Creative Strategies' earnings read: In its first full quarter with the Renesas Timing Products Division inside SiTime, revenue grew 257% YoY to $298.7 million, beating the top of guidance, with Q4 guided to $336 million at midpoint; non-GAAP gross margin hit 70.7% and management expects it to stay around 70%.
Communications, enterprise, and data center revenue grew 202%—as AI systems spread across racks, demand for timing chips rises with them. The note also examines optics opportunities and wafer supply constraints, another signal of strength in the AI compute supply chain.
Related event: SiTime Q3 Revenue Surges 257% to $299M on AI Demand(2 posts)→
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