← Sitime overview

Sitime vs Beijing YanDong MicroElectronic Co. Ltd. A: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Sitime Corporation (SITM)

Q3 2026
▲4

SiTime's AI Timing Boom Accelerates as Renesas Deal Closes

  • Renesas Timing Acquisition Finalized SiTime completed its purchase of Renesas' timing business, adding $300M+ in first-year revenue, 10,000 customers, and higher margins. This expands its clocking products tenfold and speeds its path to $1B annual revenue, boosting growth and profitability.

    The finalized acquisition is a major new event that directly expands SiTime's revenue and margin potential.

  • Q2 Revenue Jumps 127% on AI Demand Second-quarter revenue hit $157.4M, up 127% from a year ago, with the data center segment up 181%. Gross margin rose to 67.1% and net income surged 400%. AI inference needs 2-4 times more timing content, driving sustained demand.

    The Q2 results show accelerating growth and profitability, confirming strong AI-driven demand.

  • Q3 Guidance Well Above Expectations SiTime guided third-quarter revenue to $285–$295M, including $85M from the acquired Renesas unit, with gross margin around 68% and EPS of $3.50–$3.65. This outlook far exceeds prior consensus, signaling continued rapid growth.

    The strong Q3 guidance provides a clear forward view that supports the stock's upward momentum.

  • Institutional Fund Adds SiTime Position Artisan Small Cap Fund initiated a new position in SiTime during Q2, citing accelerating AI infrastructure demand and margin expansion. The fund sees multiple catalysts including higher-speed networking and expanding inference workloads, boosting investor confidence.

    A notable fund's new stake reflects growing institutional recognition of SiTime's AI-driven growth story.

July 2026
▲4

SiTime's AI Timing Boom Accelerates as Renesas Deal Closes

  • Renesas Timing Acquisition Finalized SiTime completed its purchase of Renesas' timing business, adding $300M+ in first-year revenue, 10,000 customers, and higher margins. This expands its clocking products tenfold and speeds its path to $1B annual revenue, boosting growth and profitability.

    The finalized acquisition is a major new event that directly expands SiTime's revenue and margin potential.

  • Q2 Revenue Jumps 127% on AI Demand Second-quarter revenue hit $157.4M, up 127% from a year ago, with the data center segment up 181%. Gross margin rose to 67.1% and net income surged 400%. AI inference needs 2-4 times more timing content, driving sustained demand.

    The Q2 results show accelerating growth and profitability, confirming strong AI-driven demand.

  • Q3 Guidance Well Above Expectations SiTime guided third-quarter revenue to $285–$295M, including $85M from the acquired Renesas unit, with gross margin around 68% and EPS of $3.50–$3.65. This outlook far exceeds prior consensus, signaling continued rapid growth.

    The strong Q3 guidance provides a clear forward view that supports the stock's upward momentum.

  • Institutional Fund Adds SiTime Position Artisan Small Cap Fund initiated a new position in SiTime during Q2, citing accelerating AI infrastructure demand and margin expansion. The fund sees multiple catalysts including higher-speed networking and expanding inference workloads, boosting investor confidence.

    A notable fund's new stake reflects growing institutional recognition of SiTime's AI-driven growth story.

Latest
▲4

SiTime's AI Timing Boom Accelerates as Renesas Deal Closes

  • Renesas Timing Acquisition Finalized SiTime completed its purchase of Renesas' timing business, adding $300M+ in first-year revenue, 10,000 customers, and higher margins. This expands its clocking products tenfold and speeds its path to $1B annual revenue, boosting growth and profitability.

    The finalized acquisition is a major new event that directly expands SiTime's revenue and margin potential.

  • Q2 Revenue Jumps 127% on AI Demand Second-quarter revenue hit $157.4M, up 127% from a year ago, with the data center segment up 181%. Gross margin rose to 67.1% and net income surged 400%. AI inference needs 2-4 times more timing content, driving sustained demand.

    The Q2 results show accelerating growth and profitability, confirming strong AI-driven demand.

  • Q3 Guidance Well Above Expectations SiTime guided third-quarter revenue to $285–$295M, including $85M from the acquired Renesas unit, with gross margin around 68% and EPS of $3.50–$3.65. This outlook far exceeds prior consensus, signaling continued rapid growth.

    The strong Q3 guidance provides a clear forward view that supports the stock's upward momentum.

  • Institutional Fund Adds SiTime Position Artisan Small Cap Fund initiated a new position in SiTime during Q2, citing accelerating AI infrastructure demand and margin expansion. The fund sees multiple catalysts including higher-speed networking and expanding inference workloads, boosting investor confidence.

    A notable fund's new stake reflects growing institutional recognition of SiTime's AI-driven growth story.

Beijing YanDong MicroElectronic Co. Ltd. A (688172.CG)

Q3 2026
▲1▼1

Yandong Micro: insider buying vs. widening first-half loss

  • Controlling shareholder's ally to buy 150–300 million yuan of stock A party acting with the controlling shareholder plans to buy 150–300 million yuan of shares over 12 months, and on August 4 made a first purchase of 170,000 shares (8.59 million yuan). Insider buying signals the owners see long-term value, which supports the share price.

    This is the main positive force behind the stock this period.

  • First-half loss widened to 435 million yuan The 2026 interim report showed revenue up 48.5% to 979 million yuan, but the net loss widened to 435 million yuan from a profit last year, with operating cash flow negative 224 million yuan. A bigger loss and cash burn weigh on the stock.

    This is the main negative force and the key counterweight to the insider buying.

  • Revenue growth and 12-inch/silicon photonics progress, but weak margins Revenue rose for a second straight year and the company says its 12-inch chip line and silicon photonics business are advancing. But gross margin was only 6.54%, so the growth is not yet translating into profit — a mixed signal for the stock.

    It explains the business progress that could eventually justify the valuation, while showing why profits lag.

August 2026
▲1▼1

Yandong Micro: insider buying vs. widening first-half loss

  • Controlling shareholder's ally to buy 150–300 million yuan of stock A party acting with the controlling shareholder plans to buy 150–300 million yuan of shares over 12 months, and on August 4 made a first purchase of 170,000 shares (8.59 million yuan). Insider buying signals the owners see long-term value, which supports the share price.

    This is the main positive force behind the stock this period.

  • First-half loss widened to 435 million yuan The 2026 interim report showed revenue up 48.5% to 979 million yuan, but the net loss widened to 435 million yuan from a profit last year, with operating cash flow negative 224 million yuan. A bigger loss and cash burn weigh on the stock.

    This is the main negative force and the key counterweight to the insider buying.

  • Revenue growth and 12-inch/silicon photonics progress, but weak margins Revenue rose for a second straight year and the company says its 12-inch chip line and silicon photonics business are advancing. But gross margin was only 6.54%, so the growth is not yet translating into profit — a mixed signal for the stock.

    It explains the business progress that could eventually justify the valuation, while showing why profits lag.

Latest
▲1▼1

Yandong Micro: insider buying vs. widening first-half loss

  • Controlling shareholder's ally to buy 150–300 million yuan of stock A party acting with the controlling shareholder plans to buy 150–300 million yuan of shares over 12 months, and on August 4 made a first purchase of 170,000 shares (8.59 million yuan). Insider buying signals the owners see long-term value, which supports the share price.

    This is the main positive force behind the stock this period.

  • First-half loss widened to 435 million yuan The 2026 interim report showed revenue up 48.5% to 979 million yuan, but the net loss widened to 435 million yuan from a profit last year, with operating cash flow negative 224 million yuan. A bigger loss and cash burn weigh on the stock.

    This is the main negative force and the key counterweight to the insider buying.

  • Revenue growth and 12-inch/silicon photonics progress, but weak margins Revenue rose for a second straight year and the company says its 12-inch chip line and silicon photonics business are advancing. But gross margin was only 6.54%, so the growth is not yet translating into profit — a mixed signal for the stock.

    It explains the business progress that could eventually justify the valuation, while showing why profits lag.