External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

Equity Bottom-Up

<ul><li>SiTime is a leading semiconductor company specializing in MEMS timing devices for electronics</li><li>Founded in 2005 in Silicon Valley, later acquired by MegaChips and spun off in 2019 through an IPO</li><li>Positioned to drive industry transition towards MEMS-based systems with exponential improvements in semiconductor technology</li></ul><p><em>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.</em></p>

SiTime is a leading semiconductor company specializing in MEMS timing devices for electronicsFounded in 2005 in Silicon Valley, later acquired by MegaChips and spun off in 2019 through an IPOPositioned to drive industry transition towards MEMS-based systems with exponential improvements in semiconductor technologyThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Sitime Corp (SITM) - Thursday, Aug 1, 2024

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>SiTime Corporation recently discussed its second quarter 2024 earnings, signaling notable financial performance and strategic advancements.</li><li>Under the leadership of CEO Rajesh Vashist and CFO Beth Howe, SiTime appears to navigate through a dynamic market landscape characterized by varying regional and sectoral growth rates.</li><li>In the second quarter of 2024, SiTime reported a revenue of $43.9 million, significantly surpassing their own forecast range of $40 million to $42 million.</li></ul>

SiTime Corporation recently discussed its second quarter 2024 earnings, signaling notable financial performance and strategic advancements.Under the leadership of CEO Rajesh Vashist and CFO Beth Howe, SiTime appears to navigate through a dynamic market landscape characterized by varying regional and sectoral growth rates.In the second quarter of 2024, SiTime reported a revenue of $43.9 million, significantly surpassing their own forecast range of $40 million to $42 million.

SiTime Corporation: How Will Their Expansion into Communications

<ul><li>SiTime Corporation recently reported its financial results for the first quarter of 2024, marking a crucial period of anticipative growth and strategic execution.</li><li>The company announced revenues of $33 million for the quarter, a figure at the high end of their projected outlook and encapsulating a downward trend in customer inventories that surprisingly has catalyzed an upsurge in order activity.</li><li>Their non-GAAP gross margins stood at 57.9%, indicating a slight decrease, primarily influenced by the mix of sales and operational dynamics.</li></ul>

SiTime Corporation recently reported its financial results for the first quarter of 2024, marking a crucial period of anticipative growth and strategic execution.The company announced revenues of $33 million for the quarter, a figure at the high end of their projected outlook and encapsulating a downward trend in customer inventories that surprisingly has catalyzed an upsurge in order activity.Their non-GAAP gross margins stood at 57.9%, indicating a slight decrease, primarily influenced by the mix of sales and operational dynamics.

SiTime Corporation: How Are They Executing The Market Expansion in Communications

<ul><li>This is our first report on silicon timing systems provider, SiTime Corporation.</li><li>The company's fourth quarter revenue figures were $42.4 million, with non-GAAP gross margins at 58.3%.</li><li>The increase in non-GAAP EPS to $0.24 per share (from $0.06 in Q3) suggests that SiTime continues to see profit growth.</li></ul>

This is our first report on silicon timing systems provider, SiTime Corporation.The company's fourth quarter revenue figures were $42.4 million, with non-GAAP gross margins at 58.3%.The increase in non-GAAP EPS to $0.24 per share (from $0.06 in Q3) suggests that SiTime continues to see profit growth.

SiTime Corporation: Initiation Of Coverage - Is The Growth From AI & Data Center Markets Here To Stay? - Major Drivers

Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

<ul><li><a href="https://www.smartkarma.com/entities/entegris-inc" target="_blank" data-smartkarma-citation="entities:12493" rel="noopener">Entegris Inc (ENTG US)</a> - Memory spending is happening next year, but MSI remains weak.</li><li><a href="https://www.smartkarma.com/entities/astera-labs-inc" target="_blank" data-smartkarma-citation="entities:40921" rel="noopener">Astera Labs (ALAB US)</a> - This is now the second way to play a levered Trainium ramp, as they have extensive content with <a href="https://www.smartkarma.com/entities/amazon-com-inc" target="_blank" data-smartkarma-citation="entities:409" rel="noopener">Amazon.com Inc (AMZN US)</a>.</li><li><a href="https://www.smartkarma.com/entities/lattice-semiconductor-corp" target="_blank" data-smartkarma-citation="entities:7855" rel="noopener">Lattice Semiconductor (LSCC US)</a> - Standard kitchen sink; I like the stock long-term.</li></ul>

Entegris Inc (ENTG US) - Memory spending is happening next year, but MSI remains weak.Astera Labs (ALAB US) - This is now the second way to play a levered Trainium ramp, as they have extensive content with Amazon.com Inc (AMZN US).Lattice Semiconductor (LSCC US) - Standard kitchen sink; I like the stock long-term.

Earnings: ENTG, ALAB, LSCC, SITM, QCOM, MCHP, WOLF, ARM, ACLS, AAOI, ANET, LITE, COHR

United States

Sitime Corporation develops silicon-based timing solutions. The Company manufacturers oscillators, clock generators, and embedded resonators used for ethernet switches, computing devices, graphics cards, disk drives, mobile phones, and subscriber identity module cards. Sitime serves customers worldwide.

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Sitime Corporation (SITM US)

Sitime Corp (SITM) - Thursday, Aug 1, 2024

SiTime is a leading semiconductor company specializing in MEMS timing devices for electronics. Founded in 2005 in Silicon Valley, later acquired by...

Value Investors Club

SiTime Corporation: How Will Their Expansion into Communications

SiTime Corporation recently discussed its second quarter 2024 earnings, signaling notable financial performance and strategic advancements. Under...

Baptista Research

SiTime Corporation: How Are They Executing The Market Expansion in Communications

SiTime Corporation recently reported its financial results for the first quarter of 2024, marking a crucial period of anticipative growth and...

Baptista Research

SiTime Corporation: Initiation Of Coverage - Is The Growth From AI & Data Center Markets Here To Stay? - Major Drivers

This is our first report on silicon timing systems provider, SiTime Corporation. The company's fourth quarter revenue figures were $42.4 million,...

Baptista Research

Earnings: ENTG, ALAB, LSCC, SITM, QCOM, MCHP, WOLF, ARM, ACLS, AAOI, ANET, LITE, COHR

What a week (I’m a bit late on this)! I wanted to give a quick overview of all the companies that reported last week. Lattice Semiconductor -...

Fabricated Knowledge

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