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    Sujeeva De Silva

    Managing Director and Senior Research Analyst at ROTH Capital Partners

    Sujeeva De Silva is a Managing Director and Senior Research Analyst at ROTH MKM, specializing in semiconductor companies and broader technology sectors. He covers a range of innovative firms including D-Wave Quantum, Aeva Technologies, Redwire Corp, Intuitive Machines, and Valens Semiconductor, and is recognized as a five-star analyst on TipRanks, previously earning a Top 150 Wall Street Analyst distinction and consistently achieving highly rated stock calls. De Silva launched his equity research career in 2003 at Credit Suisse, later holding analyst roles at Kaufman Brothers, ThinkEquity, and Topeka Capital Markets before joining ROTH in July 2016. He holds a B.S. in Engineering from Cornell University, an M.B.A. in Finance from Columbia Business School, and is a CFA charterholder, with nearly two decades of institutional investment experience.

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

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

    Sujeeva De Silva's questions to SITIME (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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    Sujeeva De Silva's questions to Energous (WATT) leadership

    Sujeeva De Silva's questions to Energous (WATT) leadership • Q3 2023

    Question

    Sujeeva De Silva inquired about the 31 Proof-of-Concepts (POCs), asking if they represent 31 unique customers, which end markets are nearest to volume production, and the mechanics behind a previous bulk sale to a partner.

    Answer

    Cesar Johnston (executive) clarified that while a few customers have multiple POCs, the majority are single-customer engagements. He identified logistics and real-time asset tracking as the applications closest to ramping, citing the detailed German POC as a key example. Johnston explained that a past bulk sale was a one-time strategic investment with partners to create evaluation kits, which successfully accelerated the adoption and growth of POCs for their new IoT strategy.

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