{
  "url": "https://struct.news/briefs/sitimes-disclosed-map-runs-from-three-foundries-to-apple",
  "title": "SiTime’s disclosed map runs from three foundries to Apple",
  "summary": "SiTime names three primary foundries, Apple as its largest end customer, Arrow as a distributor, and a familiar roster of timing-chip competitors.",
  "published_at": "2026-08-06T23:47:59.938478+00:00",
  "publisher": "Struct",
  "usage": "Figures are as reported by the company. Quote with attribution to the source filing.",
  "company": {
    "name": "SiTime Corporation",
    "ticker": "SITM",
    "cik": null,
    "sector": "Technology",
    "industry": null
  },
  "source_filing": null,
  "comparison_filing": null,
  "reported_figures": [
    {
      "group": "SiTime’s disclosed supply and sales chain",
      "label": "TDY",
      "value": "TDY",
      "display": "TDY",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-06"
      }
    },
    {
      "group": "SiTime’s disclosed supply and sales chain",
      "label": "UMC",
      "value": "UMC",
      "display": "UMC",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-06"
      }
    },
    {
      "group": "SiTime’s disclosed supply and sales chain",
      "label": "AAPL",
      "value": "AAPL",
      "display": "AAPL",
      "unit": "ticker",
      "period": null,
      "detail": "17.0% revenue",
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-06"
      }
    },
    {
      "group": "SiTime’s disclosed supply and sales chain",
      "label": "ARW",
      "value": "ARW",
      "display": "ARW",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-06"
      }
    },
    {
      "group": "SiTime’s disclosed supply and sales chain",
      "label": "ARW",
      "value": "ARW",
      "display": "ARW",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-06"
      }
    }
  ],
  "watch_next": [
    {
      "type": "pricing",
      "statement": "The latest filing says weighted-average sales price decreased because of lower market pricing.",
      "importance": "medium",
      "evidence": "The decrease in weighted-average sales price was primarily due to lower market pricing.",
      "source_date": "2026-08-05"
    },
    {
      "type": "product_pipeline",
      "statement": "R&D expense represented 17% of net sales (vs. 15% in prior period) driven by infrastructure-related costs, including investments in artificial intelligence, and higher headcount-related expenses.",
      "importance": "medium",
      "evidence": "centage of total net sales 17 % 17 % 15 % 15 % Research and Development Research and development (“R&D”) expense increased during the third quarter and first nine months of 2026 compared to the same periods in 2025 primarily due to higher infrastructure-related costs, including investments in artificial intelligence, and headcount-related expenses.",
      "source_date": "2026-07-31"
    },
    {
      "type": "interest_rates",
      "statement": "Repeated adverse filing language ties year-over-year changes in other income and expense to interest expense and impairments; monitor OI&E movements.",
      "importance": "medium",
      "evidence": "\"Year-over-year OI&E increased during the first nine months of 2021 due primarily to smaller impairments of securities, lower interest expense and favorable carrying value adjustments of non-marketable securities, partially offset by lower interest income.\"",
      "source_date": "2026-07-31"
    },
    {
      "type": "demand",
      "statement": "Company reports demand improvement in fiscal 2026 after customers reduced excess inventory and new design wins entered production.",
      "importance": "medium",
      "evidence": "Net sales increased in all geographies in fiscal 2026 compared to fiscal 2025 primarily due to increased demand after customers reduced excess inventory levels as well as new customer design win activity entering production.",
      "source_date": "2026-05-21"
    }
  ],
  "related_tickers": [
    "AAPL",
    "ARW",
    "DIOD",
    "KYOCF",
    "MCHP",
    "MRAAF",
    "NHNKF",
    "SITM",
    "SWKS",
    "TDY",
    "TSM",
    "UMC"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}