Slide 1: The Heartbeat of Electronics
The Heartbeat of Electronics SiTime is Leading the World of Precision Timing
Slide 2: Disclaimers
Disclaimers Except for statements of historical facts, this presentation regarding SiTime Corporation (the “Company”) contains forward-looking statements, including within the meaning of Section 21E of the United States Securities Exchange Act of 1934, as amended, and Section 27A of the United State
Slide 3: SiTime is a Pioneer of Precision Timing Disrupting an $11B TAM
SiTime is a Pioneer of Precision Timing Disrupting an $11B(1) TAM Leading supplier to high-growth Data Center markets spanning AI compute and networking Diverse end markets addressing 400 applications and a broad customer base Solely focused on solving difficult timing problems with comprehensive pr
Slide 4: Significant Momentum Since IPO Driven by Innovation & Execution
Significant Momentum Since IPO Driven by Innovation & Execution SiTime @ IPO SiTime Today Focusing on high performance applications Successfully scaled Silicon MEMS Timing with significant growth in Data Center SAM (1) / Revenue Scale (2) $1B / $84M $4B / $327M Cumulative Unit 1.5B units shipped 4B
Slide 5: Precision Timing Created by SiTime is Critical in Today’s World
Precision Timing Created by SiTime is Critical in Today’s World Timing is the Heartbeat of Every Electronic System Precision Timing Solves Difficult Timing Problems Connectivity Processor Real-World Requirements More Demanding Faster Electronics More Complex Architectures Environments TIMING Advanta
Slide 6: SiTime is Disrupting a Large and Growing Timing Market
SiTime is Disrupting a Large and Growing Timing Market SiTime Products Total Timing Market (2027E) (1) SiTime SAM (2) Oscillators $4B $4B Majority of SiTime’s Revenue to Date CY2027E Oscillators Market Size CAGR 27% Clock ICs $3B CY2027E Clock IC Market Size $1B Resonators $4B CY2027E Resonators Mar
Slide 7: The Data Center and AI Opportunity is Rapidly Expanding
The Data Center and AI Opportunity is Rapidly Expanding Significant Growth in Data Center Rapidly Expanding AI Compute & Increasing Requirements for Higher- Capex Spend Networking Semiconductor Revenue Speed Connectivity Data Center Revenue of Major AI Ethernet Optical Transceivers TAM ($B) (3) Glob
Slide 8: Precision Timing is Foundational to AI Infrastructure
Precision Timing is Foundational to AI Infrastructure AI Compute & Networking … Leading to Challenges in Timing How SiTime Wins Requirements Continue to Rise… 1,000x AI Compute in 8 Years (1) TFLOPS Blackwell Higher Speeds Require 20,000 TFLOPS High Performance FP4 Lower Jitter and Latency Pascal 19
Slide 9: SiTime Products are Widespread in the AI Data Center – $1.2B SAM
SiTime Products are Widespread in the AI Data Center – $1.2B SAM (1) Spine Switches Front End Network Timing Optical / Electrical Modules Server ToR Switches Transceivers AI Compute Tray Back End GPU GPU Board Board Scale Up Network Switches in Scale-up Network CPU Server Server Server Board NIC Net
Slide 10: Engagements with AI Leaders Across the Supply Chain
Engagements with AI Leaders Across the Supply Chain SiTime Engagements Engaged with 4 top hyperscalers on system architecture, new Hyperscalers product definition or supply chain Engaged with 9 top system OEMs on system design or System OEMs shipments Modules / Engaged with 25 top Modules / Intercon
Slide 11: Winning in Automotive, Industrial and Aerospace
Winning in Automotive, Industrial and Aerospace Key Applications Industry Growth Drivers Why SiTime Precision Timing? Automotive – 100% of High reliability and vehicles expected to be flexible supply chain connected by 2035 (1) ADAS COMPUTER AUTOMOTIVE CAMERAS Aerospace – 7x growth in global satelli
Slide 12: Winning in Mobile, IoT and Consumer
Winning in Mobile, IoT and Consumer Key Applications Industry Growth Drivers Why SiTime Precision Timing? Critical enabler of next- Increasing functionality gen modem technology SMARTPHONE SMART WATCH Smaller size Ultra-small size STYLUS & TABLETS AR / VR Billions of internet- Long battery life conn
Slide 13: Deep History of Innovation Builds High Barriers to Entry
Deep History of Innovation Builds High Barriers to Entry A leader in silicon-based precision timing with unique capabilities and 197 (1) patents Silicon MEMS Programmable Analog Circuits Systems / Package / Software • 6th generation silicon MEMS Process • 7th generation circuits • 10 SiTime-develope
Slide 14: Differentiated Supply Chain Management and Product Availability
Differentiated Supply Chain Management and Product Availability Business and Supply Chain Challenges How SiTime Wins Ability to meet demand and supply chain shocks Programmability and scalability Different vendors for oscillators, clocks, Integrated, system-level offerings resonators, software Long
Slide 15: Capitalizing on Strong Revenue Growth and Operating Leverage
Capitalizing on Strong Revenue Growth and Operating Leverage Non-GAAP Income (Loss) Non-GAAP R&D % of Non-GAAP SG&A % of Revenue ($M) From Operations ($M) Revenue Revenue $327 11 pp 34% Decrease 61% 6 pp Growth $59 Decrease 24% 47% 23% Flow-Through $203 18% $1 Q1'24 FY24 Q1'25 FY25 FY24 FY25 Q1'24 F
Slide 16: Multiple Vectors for Future Growth Building on History of Consistent Execution
Multiple Vectors for Future Growth Building on History of Consistent Execution Strong Revenue Growth Momentum Investment Highlights: Diversified Timing Pureplay >40% YoY growth for the last seven fiscal quarters SAM expansion opportunity across end markets led by AI 83% 66% 62% 61% Expanding product
Slide 17: Appendix
Appendix (iTime
Slide 18: Reconciliation of GAAP to Non-GAAP Results
Reconciliation of GAAP to Non-GAAP Results ($M) 2024 2025 Revenue $202.7 $326.7 GAAP Gross Profit $104.5 $175.0 Amortization of Acquired Intangibles $11.9 $15.4 Stock-based Compensation $1.7 $3.1 Non-GAAP Gross Profit $118.0 $193.5 GAAP R&D Expenses $106.9 $118.9 Stock-based Compensation ($37.9) ($4
Slide 19: Reconciliation of GAAP to Non-GAAP Results (Cont’d)
Reconciliation of GAAP to Non-GAAP Results (Cont’d) ($M) 2024 2025 GAAP Income (Loss) From Operations ($115.2) ($67.0) Amortization of Acquired Intangibles $11.9 $15.4 COGS Stock-based Compensation $1.7 $3.1 R&D Stock-based Compensation $37.9 $42.5 SG&A Stock-based Compensation $53.0 $57.9 Acquisiti