Rajesh Vashist

Chairman, President & Chief Executive Officer, Sitime

Search every verified Rajesh Vashist interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Rajesh Vashist, CEO of SiTime, appeared on CNBC on May 12, 2026, to discuss the company's recent earnings and its role in the AI ecosystem. He described SiTime as "the heartbeat of all electronics," providing precision timing components such as oscillators, clocks, and resonators. Vashist stated that the company's AI and data center business has seen "triple-digit growth for now eight successive quarters" and that overall company growth is guided to 80%, up from 60% the previous year. He contrasted the current AI-driven market with the dot-com bubble, saying "this one feels very very different" because it is "based on revenue" and "profitability." In a separate interview on April 1, 2026, Vashist discussed the timing industry and SiTime's competitive position. He noted that SiTime has invested "close to $800 million in R&D" and described the company as a "category creator" in precision timing. Vashist said the timing market is an "11-12 billion market" growing 5-6% annually. He also highlighted the acquisition of Renaissance, stating it provides "500 clocks" and enables a "true system level solution" for customers. Vashist cited a board member's forecast that the semiconductor industry could grow from approximately $750 billion to $1.6 trillion by 2030.