ENTITY · sitime
SiTimeSITM
United States·analog mixed signal·leader·$19.2B mkt cap
Leader in MEMS-based timing devices replacing quartz oscillators.
CLEAR · 0–39
25/100 illustrative
Underwriting Thesis
CLEAR — SiTime: criticality to DoD-exposed downstream programs compounded by sole-source / single-point-of-failure dominance in analog mixed signal. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration3
Sole-Source Dependence51
Sanctions Exposure0
Downstream Criticality59
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 0
No mapped upstream suppliers.
Key Customers · downstream · 1
- NVIDIAUnited StatesDOMESTIC