SiTime Sees $22B–$25B TAM by 2030 as Timing-Chip Growth Accelerates

SiTime Corporation, a leader in precision timing chips, outlined ambitious growth projections at the Goldman Sachs Communacopia + Technology Conference in September 2026, emphasizing a market that could double to $22 billion–$25 billion by 2030—accelerating from previously estimated 7–10 years. The company’s timing market addressable market (TAM) stands at $11 billion–$12 billion today, with a focus on expanding into data centers, communications, and emerging verticals like humanoid robotics, which could add $1 billion–$1.5 billion to its TAM through vertical timing delivery (VTD). The semiconductor industry itself is projected to grow from $700 billion to $1.6 trillion–$2 trillion, with data center timing content rising from $800 million at IPO to $3 billion today, reflecting strong demand for high-precision timing solutions in AI-driven infrastructure and next-generation networking.