SITM-MS - 2025 March
Key Points
- Morgan Stanley initiation covering SiTime Corporation
- MEMS oscillators core technology enabling AI/data center infrastructure
- Timing solutions critical for next-gen computing and 5G/6G deployments
- Secular growth from device proliferation and higher timing content per device
Source
- File:
SITM-MS - 2025 March.pdf - Location: Dropbox/2. Semi/_Individual Stock/1. Semis/SiTime/