SiTime (SITM) has a fairly legible chain of custody: four primary foundries and suppliers on one side, Apple (AAPL) on the other, and Arrow Electronics (ARW) helping move the products in between. The filing does not leave the relationship map to corporate fog. It names the factories, the biggest end customer, the distributor, and the companies SiTime says it competes with.
The manufacturing list starts with Robert Bosch LLC, Taiwan Semiconductor Manufacturing Company (TSM), United Microelectronics Corporation (UMC), and Teledyne Digital Imaging (TDY). SiTime describes the group this way:
"We use Robert Bosch LLC (“Bosch”) in Germany, Taiwan Semiconductor Manufacturing Company (“TSMC”) and United Microelectronics Corporation ("UMC") in Taiwan, and Teledyne Digital Imaging Inc. ("Teledyne") in Canada as our primary foundries and suppliers for…"
SiTime / 10-K / May 7, 2026
In plain English, SiTime discloses four named foundry and supplier relationships spanning Germany, Taiwan, and Canada. The filing calls them primary suppliers, not interchangeable names in a generic vendor list.
The sales chain points toward Apple. SiTime says Pernas Electronics and Quantek incorporate its products into Apple products, and calls Apple its largest end customer:
"Ltd ("Pernas") and Quantek Technology Corporation ("Quantek") are in turn incorporated into products of Apple Inc. (“Apple”), our largest end customer."
SiTime / 10-K / May 7, 2026
That makes Apple the anchor at the end of the disclosed chain, even though SiTime says the products reach it through other companies. The filing also names Arrow among the distributors through which SiTime sells to a customer on purchase orders:
"Although we sell our products to this customer through distributors on a purchase order basis, including, but not limited to, Pernas Electronics Co., Ltd., Arrow Electronics, Inc., and Quantek Technology Corporation, we have a development and supply…"
SiTime / 10-K / May 7, 2026
Arrow appears in two places in the relationship map: as a customer and as a distributor. SiTime’s disclosure therefore describes a route that is less “sell directly to the end brand” and more “sell through a channel that includes Arrow, Pernas, and Quantek.” Corporate supply chains do enjoy making a simple sentence wear a fake mustache.
The contractual detail is narrower. SiTime says it has a long-term supply agreement with Bosch for MEMS wafers, while describing no such agreements with its other manufacturing suppliers:
"Except for our agreement with Robert Bosch LLC ("Bosch") for MEMS wafers, we do not have any long-term supply agreements with any of our other manufacturing suppliers."
SiTime / 10-K / May 7, 2026
So the filing distinguishes between primary suppliers and long-term contractual arrangements. Bosch is the disclosed exception; TSMC, UMC, and Teledyne are named as primary foundries and suppliers, but not as parties to long-term supply agreements in the supplied sentence.
On the competitive side, SiTime names Diodes (DIOD), Kyocera (KYOCF), Microchip Technology (MCHP), Murata Manufacturing (MRAAF), Nihon Dempa Kogyo (NHNKF), and Skyworks Solutions (SWKS), among others. Its wording is deliberately broad:
"Companies that we primarily compete with include, but are not limited to, Abracon, LLC, Daishinku Corp., Diodes Incorporated, Kyocera Corporation, Microchip Technology Inc., Murata Manufacturing Co., Ltd, Nihon Dempa Kogoyo., Ltd., Rakon Limited, Renesas…"
SiTime / 10-K / May 7, 2026
The map, then, is compact but not simple: foundry and supplier relationships with Bosch, TSMC, UMC, and Teledyne; a disclosed Bosch MEMS-wafer agreement; distribution involving Arrow; an end-customer relationship centered on Apple; and a timing-chip peer set that includes six publicly traded competitors. That is the network SiTime itself puts on paper.
These are relationships disclosed in SEC filings, mapped by jodie’s analytics. This is not investment advice.