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.
SKYT
SKYT Potential Reversal Coming to the Upside Good morning everyone,
Looking at SKYT earnings report, results look worse than what they actually are. If you have not listened to their conference call I highly suggest you do so and educate yourself. Overall, I think this is a company that will do very well in the near future especially when you see a company like them being backed by the Department of Defense.
We currently have a small breakout to the downside on the weekly timeframe, meaning another small move down could be incoming and pivot shortly after. I'm predicting a reversal very soon and could potentially be the last time you see SKYT at these low levels.
Well that's it for SKYT, don't forget to like and follow! If you would a specific company for me to analyze don't forget to leave the ticker on the comments below.
Be Blessed and Happy Trading!

