SiTime (SITM) Q2 FY26 earnings call

SiTime delivered an exceptional second quarter, with triple-digit revenue growth across all business units and regions, driven by strong demand in AI infrastructure and a higher-value product mix. The recent acquisition of Renesas' timing business (TPD) is expected to accelerate the company's path to $1 billion in revenue, significantly expanding its portfolio and market reach. Management anticipates continued strong momentum, reinforcing its leadership in precision timing solutions.