Semtech vs SiTime
SiTime is larger by market cap ($20.0B vs $12.2B). Semtech reports higher tracked revenue ($1.0B vs $327M). Semtech's primary segment is Networking Silicon; SiTime's is Analog & Mixed Signal.
Shared segment: Analog, Power, RF.
Side-by-side
| Semtech | SiTime | |
|---|---|---|
| Market cap | $12.2B | $20.0B |
| Revenue | $1.0B (FY2026) | $327M (FY2025) |
| Primary segment | Networking Silicon | Analog & Mixed Signal |
| Market position | major | leader |
| Country | United States | United States |
| Tracked suppliers | 2 | 2 |
| Tracked customers | 1 | 3 |
| Chokepoint / criticality | 8/100 | 81/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Semtech and SiTime compare
- Size: SiTime is the larger company by market cap.
- Revenue: Semtech reports higher tracked revenue.
- Supply-chain criticality: SiTime has the higher chokepoint score (81/100 vs 8/100).
- Footprint: Semtech (United States) vs SiTime (United States).