Rajesh Vashist on industry outlook
From An Update on the Timing Industry: Q&A with SiTime · · TechTechPotato
“I have never seen this. And by the way, other semiconductor CEOs that I know have also not seen this. This is new territory but this is a place where we are leaving a mark that semiconductors really make the world different and they enable this world of smarts communication uh greater productivity that's built on semiconductors. So therefore we see great we see a great future for the next 5 years really.”
On , Rajesh Vashist, Chairman, President & Chief Executive Officer at SITIME CORP, spoke about industry outlook during An Update on the Timing Industry: Q&A with SiTime on TechTechPotato.
About Rajesh Vashist
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.