SiTime Corporation (SITM) UBS Global Technology and AI Conference 2025 December 2, 2025 3:35 PM EST
Company Participants
Beth Howe – Executive VP of Finance & CFO
Rajesh Vashist – Chairman, President & CEO
Conference Call Participants
Timothy Arcuri – UBS Investment Bank, Research Division
Presentation
Timothy Arcuri
UBS Investment Bank, Research Division
Okay. We’re going to get started. I’m Tim Arcuri. I’m the semi and semi equipment analyst here UBS. Very pleased to have SiTime next. With SiTime, we have Rajesh Vashist, who is the CEO; and we have Beth Howe, who is the CFO. So thank you to both of you.
Beth Howe
Executive VP of Finance & CFO
Thank you.
Rajesh Vashist
Chairman, President & CEO
Very happy to be here.
Timothy Arcuri
UBS Investment Bank, Research Division
So before we start, I have to read a statement. Before we get started, the company asked me to remind you that today’s discussion includes forward-looking statements that involve risks, uncertainties and assumptions which are further described in SiTime’s SEC filings, including SiTime’s most recent Form 10-K and that actual results could differ materially and adversely from those anticipated or implied. SiTime assumes no obligation and does not intend to update any such forward-looking statements. For more information, please visit SiTime’s Investor Relations webpage at sitime.com.
Question-and-Answer Session
Timothy Arcuri
UBS Investment Bank, Research Division
Okay. Great. So let’s just start out with the fact that you’ve had a very impressive growth story, particularly in data center over the past year. I think it’s gone a little bit underappreciated until very recently by many investors. And can you just first start in data center and remind people where you play?
Rajesh Vashist
Chairman, President & CEO
Yes. So thank you for having us. SiTime has 3 businesses — business units. One of them is CED — hello. Yes. So one of
