SkyWater (SKYT) — Trusted U.S. Specialty Foundry Scaling UpCompany Overview
SkyWater NASDAQ:SKYT is a U.S.-based specialty semiconductor foundry serving defense, aerospace, and advanced computing with radiation-hardened, mixed-signal, and MEMS technologies—delivering secure, domestic manufacturing.
Key Catalysts
Onshoring Tailwind: DoD Trusted Foundry status + Fab 25 (Texas) acquisition position SKYT to capture CHIPS Act–driven demand.
Record Results: Q3’25 revenue $150.7M (record) on strong wafer demand and Texas contributions; margin trend improving with mix and scale.
Strategic Edge: Early leadership in quantum computing manufacturing adds long-term, high-margin optionality.
Investment Outlook
Bullish above: $13.50–$14.00
Target: $30–$32 — supported by secure supply positioning, Fab 25 ramp, and expanding defense/advanced-compute programs.
📌 SKYT — the secure U.S. foundry levered to defense, CHIPS, and next-gen compute.
