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Sujith Desilva

Managing Director and Senior Research Analyst at ROTH Capital

Suji Desilva, CFA is a Managing Director and Senior Research Analyst at Roth Capital Partners, specializing in semiconductor companies with nearly 20 years of institutional investment experience. He covers major technology companies including Intel, Marvell, Silicon Motion, Ambarella, and Credo Technology, among others, and has achieved a 52% success rate with an average return of 28.10% per rating across 494 total ratings. His career began around 2003 as part of the Credit Suisse Semiconductor Research Team, followed by roles at Kaufman Brothers, ThinkEquity, and Topeka Capital Markets before joining Roth Capital Partners in 2016. Desilva holds a B.S. in Engineering from Cornell University, an M.B.A. in Finance from Columbia Business School, and holds the Chartered Financial Analyst (CFA) designation; he was named a TipRanks Top 150 Wall Street Analyst in 2017.

Sujith Desilva's questions to SITIME (SITM) leadership

Question · Q4 2025

Sujith Desilva inquired about the competitive positioning of SiTime's resonator integration into Renesas' microcontroller SoC products, asking if this effort is ahead of the industry and if SiTime is pursuing similar collaborations. He also asked if any new applications beyond pluggables, AECs, and retimers are emerging as growth drivers in the CED segment.

Answer

Rajesh Vashist, CEO of SiTime, stated that the Titan family of products is a breakthrough, with many customers exploring design-ins. He noted that Renesas is 'ahead of making this commitment' and views it as a potential flagship design win, aligning with Renesas' pivot to embedded compute. Mr. Vashist confirmed no new categories beyond the known ones (pluggables, AECs, retimers) are emerging, but growth is driven by new design wins, increased unit sales, functionality upgrades, increased chip density, and new use cases like L4 ADAS.

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Question · Q4 2025

Sujith Desilva inquired about the MoU with Renesas regarding the integration of SiTime's resonators into Renesas' microcontroller SoC products, asking if this initiative positions SiTime ahead of the industry and how it impacts the combined business's competitive standing. He also asked if any new applications beyond pluggables, AECs, and retimers are emerging as significant growth drivers within the CED segment.

Answer

Rajesh Vashist, CEO, stated that the Titan family of resonator products is a breakthrough, with many customers exploring design-ins, though integration into other chips takes time. He noted that Renesas is ahead in making this commitment, viewing it as a win-win and a potential flagship design win for SiTime. Regarding CED, he confirmed no new categories are emerging but highlighted new design wins, increased unit sales of existing products, upgrades in functionality and chip density, and new use cases like L4 ADAS and retimers as ongoing growth drivers.

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