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    Sujeeva De Silva • ROTH Capital Partners

    Sujeeva De Silva's questions to Valens Semiconductor Ltd (VLN) leadership

    Sujeeva De Silva's questions to Valens Semiconductor Ltd (VLN) leadership • Q4 2024

    Question

    Sujeeva De Silva questioned the timeline for the three European OEM automotive design wins, the timing of the medical imaging opportunity, and the current environment for potential acquisitions.

    Answer

    CEO Gideon Ben-Zvi projected initial chip shipments for the automotive design wins around the end of 2026, noting typical auto industry timeline variability. He indicated he is more optimistic about the medical opportunity timeline than before but could not provide a specific date. On M&A, he described a stable environment with opportunities arising from corporate divestitures and family-owned businesses seeking an exit.

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    Sujeeva De Silva's questions to SiTime Corp (SITM) leadership

    Sujeeva De Silva's questions to SiTime Corp (SITM) leadership • Q3 2024

    Question

    Sujeeva De Silva inquired about SiTime's content in the data center market, asking for a breakdown of the mix between optical modules, top-of-rack switches, and active electrical cables (AECs), and whether there is a content multiplier for servers versus pluggables.

    Answer

    Executive Rajesh Vashist explained that content is growing across all data center applications, with servers, switches, and GPUs offering substantially higher dollar content than pluggable modules. Vashist noted that while the specific configuration mix is hard to forecast, SiTime sees growth opportunities across the entire architecture, including SuperNIC cards for compute and storage.

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