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Upturn AI SWOT - About
SKYT 
Skywater Technology Inc (SKYT)
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Upturn Advisory Summary
10/15/2025: SKYT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
5 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $14
1 Year Target Price $14
| 2 | Strong Buy |
| 2 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -19.59% | Avg. Invested days 27 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 799.24M USD | Price to earnings Ratio - | 1Y Target Price 14 |
Price to earnings Ratio - | 1Y Target Price 14 | ||
Volume (30-day avg) 5 | Beta 3.51 | 52 Weeks Range 5.67 - 20.85 | Updated Date 10/17/2025 |
52 Weeks Range 5.67 - 20.85 | Updated Date 10/17/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.34 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -5.69% | Operating Margin (TTM) -7.29% |
Management Effectiveness
Return on Assets (TTM) -0.19% | Return on Equity (TTM) -22.07% |
Valuation
Trailing PE - | Forward PE 185.19 | Enterprise Value 988740300 | Price to Sales(TTM) 2.76 |
Enterprise Value 988740300 | Price to Sales(TTM) 2.76 | ||
Enterprise Value to Revenue 3.41 | Enterprise Value to EBITDA 63.91 | Shares Outstanding 48175815 | Shares Floating 29673893 |
Shares Outstanding 48175815 | Shares Floating 29673893 | ||
Percent Insiders 41.3 | Percent Institutions 34.71 |
Upturn AI SWOT
Skywater Technology Inc
Company Overview
History and Background
Skywater Technology Inc. was founded in 2017 as a spin-off from Cypress Semiconductor's Minnesota fab. It focuses on providing specialized manufacturing services for complex mixed-signal CMOS, rad-hard, and other specialty technologies. The company is headquartered in Bloomington, Minnesota.
Core Business Areas
- Advanced Technology Services: Offers process development and IP services, enabling customers to innovate and create new technologies.
- Manufacturing Services: Provides fabrication of custom integrated circuits using a variety of process technologies, serving customers in aerospace, defense, medical, and industrial markets.
Leadership and Structure
The company's CEO is Thomas Sonderman. The organizational structure is typical of a fabless semiconductor company, with departments for engineering, manufacturing, sales, and marketing.
Top Products and Market Share
Key Offerings
- Mixed-Signal CMOS: Fabrication of mixed-signal CMOS integrated circuits. Skywater's market share is relatively small, competing with larger foundries like TSMC and GlobalFoundries. Competitors: TSMC (TSM), GlobalFoundries, SMIC (SMICY)
- Rad-Hard ICs: Manufacturing of radiation-hardened integrated circuits for space and defense applications. They capture a significant portion of a niche market. Competitors: BAE Systems (BAESY), Microchip Technology (MCHP)
- Silicon Photonics: Manufacturing of silicon photonics devices. This is an emerging market with growth potential. Competitors: Intel (INTC), GlobalFoundries.
Market Dynamics
Industry Overview
The semiconductor manufacturing industry is characterized by high capital expenditure, rapid technological advancements, and cyclical demand. The industry is currently experiencing supply chain constraints and increased geopolitical tensions.
Positioning
Skywater is a pure-play foundry, differentiating itself by focusing on niche markets, customizable solutions, and US-based manufacturing. It benefits from the CHIPS Act which can give it an advantage.
Total Addressable Market (TAM)
The specialty foundry market is estimated to be in the billions of dollars. Skywater's positioning allows it to capture a share of this market by serving specific industry demands with customized solutions.
Upturn SWOT Analysis
Strengths
- US-based manufacturing
- Specialized process technologies
- Customizable solutions
- Strong relationships with government and defense contractors
Weaknesses
- Smaller scale compared to larger foundries
- Limited geographical reach
- Dependence on a few key customers
- Lower R&D budget than competitors
Opportunities
- Increased demand for US-based manufacturing due to geopolitical concerns
- Growth in the aerospace and defense industries
- Expansion into new markets such as medical devices
- Government subsidies and incentives through the CHIPS Act
Threats
- Competition from larger, more established foundries
- Technological obsolescence
- Economic downturns
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- TSM
- GF
- UMC
Competitive Landscape
Skywater operates in a highly competitive market dominated by larger, more established foundries. It differentiates itself by focusing on specialized manufacturing services and US-based production.
Major Acquisitions
X-Fab Texas
- Year: 2021
- Acquisition Price (USD millions): 116
- Strategic Rationale: Increased manufacturing capacity and expanded geographic reach.
Growth Trajectory and Initiatives
Historical Growth: Skywater has experienced moderate growth in recent years, driven by increasing demand for its specialized manufacturing services.
Future Projections: Analysts expect Skywater to continue growing, driven by government initiatives and demand for domestic semiconductor manufacturing. Growth estimates vary but are generally positive.
Recent Initiatives: Skywater is investing in new technologies and expanding its manufacturing capacity to meet increasing demand. The company is also pursuing strategic partnerships to enhance its capabilities.
Summary
Skywater Technology is a niche player in the semiconductor foundry market, specializing in custom and US-based manufacturing. Its key strengths lie in specialized technologies and relationships with government contractors. Challenges include competing with larger foundries and managing volatile profitability. Government initiatives and increasing demand for domestic manufacturing present significant opportunities for growth, but technological obsolescence and economic cycles pose threats.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Investor Presentations
- Analyst Reports
- Industry Reports
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Skywater Technology Inc
Exchange NASDAQ | Headquaters Bloomington, MN, United States | ||
IPO Launch date 2021-04-21 | CEO & Director Mr. Thomas J. Sonderman | ||
Sector Technology | Industry Semiconductors | Full time employees 702 | |
Full time employees 702 | |||
SkyWater Technology, Inc., together with its subsidiaries, operates as a pure-play technology foundry that offers semiconductor development, manufacturing, and packaging services in the United States. The company offers engineering and process development support services to co-create technologies with customers for various microelectronics and related micro- and nanotechnology applications; and semiconductor manufacturing services for various silicon-based analog and mixed-signal, micro-electromechanical systems, and rad-hard integrated circuits. It serves customers operating in the advanced computation, aerospace and defense, automotive, bio-health, and industrial sectors. SkyWater Technology, Inc. was incorporated in 2016 and is headquartered in Bloomington, Minnesota.
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