SiTime Corp (NAS:SITM)
$ 146.49 4.98 (3.52%) Market Cap: 3.39 Bil Enterprise Value: 2.83 Bil PE Ratio: 0 PB Ratio: 4.73 GF Score: 74/100

SiTime Corp at Barclays Global Technology, Media and Telecommunications Conference Transcript

Dec 07, 2022 / 07:00PM GMT
Release Date Price: $99.54 (+0.85%)
Blayne Peter Curtis
Barclays Bank PLC, Research Division - Director & Senior Research Analyst

All right. We'll go ahead and get started. I'm Blayne Curtis, Semi and Semi Cap Analyst at Barclays. Next up, we have SiTime. Very happy to have Rajesh Vashist, CEO; as well as Art Chadwick, CFO. We were -- just had less time in reminiscing. We were on the road in March, and it was quite different times.

Questions & Answers

Blayne Peter Curtis
Barclays Bank PLC, Research Division - Director & Senior Research Analyst

So I actually thought maybe a good way to start. Obviously, you had a very strong IPO story, penetration, high precision into some core end markets, which you did. And then obviously, the business really accelerated during the pandemic. I think that's kind of the biggest debate on the stock is just some of the acceleration, how much of that kind of sticks, how much of it goes to inventory if it comes down.

Let's just start with the part of the acceleration, and we'll get into some of the correction. But I just want to

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