SKYWATER TECHNOLOGY INC (SKYT)
Information Technology · Semiconductor foundry / mature-node manufacturing · NASDAQ
A pure-play U.S. semiconductor foundry focused on secure domestic manufacturing of foundational-node chips for long-lifecycle, mission-critical aerospace, defense, automotive, and industrial applications.
What SKYWATER TECHNOLOGY INC does
SkyWater Technology is a U.S.-based semiconductor foundry specializing in foundational-node (mature technology) wafer fabrication and advanced packaging services. The company operates fabrication facilities in Minnesota, Texas, and Florida, serving customers that require secure domestic manufacturing, long product life cycles, high reliability, and close engineering collaboration. SkyWater integrates production-scale manufacturing with advanced technology development, enabling customers to transition specialized semiconductor technologies from development to volume production. The company supports applications in aerospace and defense, automotive, industrial, medical, and emerging computing where supply chain continuity and long-term availability are critical.
Themes: ["Domestic semiconductor manufacturing","Foundational-node / mature technology","Supply chain resilience","Aerospace and defense semiconductors","Automotive semiconductors","Industrial and medical device semiconductors","Advanced packaging","Long-lifecycle semiconductor products"]
Fundamentals
- Price$33.39 as of 2026-07-09 close
- Market cap$1.6B as of 2026-07-10
- 1-year return+216.3% as of 2026-07-09 close
- P/E14.42 as of 2026-07-10
- Net margin+21.0% as of 2026-07-10
- Gross margin+19.4% as of 2026-07-10
- ROE+75.2% as of 2026-07-10
- Debt / equity1.32 as of 2026-07-10
- Revenue growth (YoY)+67.2% as of 2026-07-10
- Revenue CAGR (3y)+39.5% SEC XBRL
- Beta3.29 as of 2026-07-10
Key risks (from latest filing)
["Dependence on largest customers and timing/amount of customer funding for purchase commitments; ability to retain and expand customer relationships in a competitive market","Integration risks and increased indebtedness from Fab 25 facility acquisition; ability to operate facilities at full capacity and manage capital expenses","Regulatory, geopolitical, and supply chain uncertainties including changes in trade policies, tariffs, and U.S. government contracting compliance requirements; pending merger with IonQ creates additional integration and execution risk"]
Competitors & peers
- GlobalFoundries (GFS)
- Semiconductor Manufacturing International Corporation (SMIC)
- Taiwan Semiconductor Manufacturing Company (TSMC)
- Samsung Foundry
- United Microelectronics Corporation (UMC)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.