SiTime Forecasts $331M-$341M Q4 Revenue

The chipmaker also announced a three-for-one stock split after closing its Renesas Timing Products Division acquisition.

Updated on Nov. 6, 2026 in Semiconductors

Bold vector editorial illustration of a single square timing chip centered on a cream field, rendered in teal and coral with thick outlines. — SiTime forecast fourth-quarter revenue of $331 million to $341 million and announced a three-for-one stock split after closing its Renesas Timing Products Division acquisition. AI Illustration. Upload story photo >

SiTime Corporation forecast fourth-quarter revenue of $331 million to $341 million and announced a three-for-one stock split. The company reported combined third-quarter revenue of $298.7 million following its acquisition of the Renesas Timing Products Division.

Why it matters

The forecast reflects how the Renesas Timing Products Division acquisition has expanded SiTime's revenue base in the timing semiconductor market. Continued supply constraints at the division through 2027 will shape how quickly the company can meet demand.

SiTime's third-quarter gross margin reached 70.7% and operating margin 43%, with the Renesas Timing Products Division contributing $86.3 million of the $298.7 million total. The source does not provide prior-period comparisons, and the company's margin outlook beyond the fourth quarter is not stated.

The players

SiTime Corporation

A semiconductor company focused on timing devices such as oscillators and clock chips used in electronic systems.

Renesas Timing Products Division

The timing products business of Renesas Electronics that SiTime acquired, adding to its product portfolio.

The details

SiTime attributed its margin expansion to product mix rather than price increases. The company forecasts non-GAAP earnings per share of about $4.76 at the midpoint for the fourth quarter.

July 1, 2026: Acquisition of the Renesas Timing Products Division closed.
Q3 2026: SiTime reported $298.7 million in combined revenue.
Q4 2026: SiTime issued its $331 million to $341 million revenue forecast and announced the stock split.
Through 2027: Supply constraints at the Renesas Timing Products Division are expected to continue.

Market Landscape

SiTime's acquisition of the Renesas timing unit reflects consolidation in the timing-chip segment, where a small number of suppliers compete for share. The move also aligns with the U.S. effort under the CHIPS and Science Act of 2022 to strengthen domestic semiconductor supply chains.

Timing chips from SiTime help set the clock signals inside phones, computers, and networking gear, so supply constraints can affect device availability. The stock split may change how readers can buy shares, but the forecast does not address consumer product prices.

The takeaway

Supply constraints at the Renesas timing division are expected to last through 2027, so timing-chip availability may stay tight for longer than the margin strength alone suggests. Readers tracking the sector can watch SiTime's quarterly reports for whether that supply picture changes.