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Upturn AI SWOT - About
Skywater Technology Inc (SKYT)
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Upturn Advisory Summary
08/14/2025: SKYT (1-star) is currently NOT-A-BUY. Pass it for now.
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 $13.2
1 Year Target Price $13.2
| 2 | Strong Buy |
| 2 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -32.64% | Avg. Invested days 28 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 568.96M USD | Price to earnings Ratio - | 1Y Target Price 13.2 |
Price to earnings Ratio - | 1Y Target Price 13.2 | ||
Volume (30-day avg) 5 | Beta 3.39 | 52 Weeks Range 5.67 - 19.00 | Updated Date 08/15/2025 |
52 Weeks Range 5.67 - 19.00 | Updated Date 08/15/2025 | ||
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 2025-08-06 | When - | Estimate -0.18 | Actual -0.21 |
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 594180375 | Price to Sales(TTM) 1.96 |
Enterprise Value 594180375 | Price to Sales(TTM) 1.96 | ||
Enterprise Value to Revenue 2.05 | Enterprise Value to EBITDA 38.41 | Shares Outstanding 48175800 | Shares Floating 25964837 |
Shares Outstanding 48175800 | Shares Floating 25964837 | ||
Percent Insiders 45.53 | Percent Institutions 36.07 |
Upturn AI SWOT
Skywater Technology Inc
Company Overview
History and Background
SkyWater Technology was founded in 2017, though its origins trace back to Cypress Semiconductor's Minnesota fab. It focuses on providing specialized manufacturing services for integrated circuits.
Core Business Areas
- Advanced Technology Development: SkyWater develops advanced process technologies to meet specific customer needs, including radiation-hardened and mixed-signal capabilities.
- Manufacturing Services: The company offers manufacturing services for customers with unique requirements, enabling them to produce specialized chips.
- Trusted Foundry Services: SkyWater is a trusted foundry, ensuring secure manufacturing for sensitive applications, particularly for government and defense.
Leadership and Structure
Thomas Sonderman is the CEO. The company is structured around its core business areas, with teams dedicated to technology development, manufacturing operations, and sales & marketing.
Top Products and Market Share
Key Offerings
- Rad-Hard ICs: SkyWater manufactures radiation-hardened integrated circuits for aerospace and defense applications. The market is specialized, with limited publicly available market share data. Competitors include BAE Systems and Microchip Technology (via acquisition).
- Mixed-Signal CMOS: SkyWater produces mixed-signal CMOS chips for various applications. The market is broad, and market share data is not specific. Competitors include GlobalFoundries and TSMC.
- Open Source PDK: SkyWater provides open-source process design kits (PDKs), making it easier for designers to create custom chips. Market share is emerging. Competitors include Google with its open MPW program and various university efforts.
Market Dynamics
Industry Overview
The semiconductor manufacturing industry is highly competitive and capital-intensive, with increasing demand for specialized chips. Geopolitical factors and supply chain security are significant concerns.
Positioning
SkyWater positions itself as a US-based trusted foundry, specializing in custom solutions and catering to markets requiring secure manufacturing, especially government and defense. Its competitive advantage lies in its specialization and US-based operations.
Total Addressable Market (TAM)
The total addressable market for semiconductor manufacturing is vast (hundreds of billions of USD), but SkyWater focuses on niche segments. Its TAM, considering its focus on specialized chips and trusted foundry services, is estimated in the billions of USD. SkyWater is positioned to capture a portion of this by focusing on domestic production and specialized technologies.
Upturn SWOT Analysis
Strengths
- US-based manufacturing
- Trusted foundry status
- Specialized technology development
- Open-source PDK initiatives
- Strong relationships with government agencies
Weaknesses
- Smaller scale compared to industry giants
- Limited financial resources relative to larger competitors
- Reliance on specific niche markets
- Potential vulnerability to economic cycles
- High capital expenditures
Opportunities
- Increased demand for secure manufacturing
- Growing US government support for domestic semiconductor production (e.g., CHIPS Act)
- Expansion into new niche markets
- Strategic partnerships and collaborations
- Adoption of open-source PDKs
Threats
- Intense competition from larger foundries
- Technological obsolescence
- Economic downturns
- Geopolitical risks and trade tensions
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- GlobalFoundries (GFS)
- Taiwan Semiconductor Manufacturing (TSM)
- Samsung (SMSN.IL)
Competitive Landscape
Skywater Technology Inc operates in a highly competitive landscape, facing larger and more established foundries. Its advantages lie in its US-based operations, trusted foundry status, and specialized technology offerings.
Major Acquisitions
Grenoble-based Semiconductor company
- Year: 2024
- Acquisition Price (USD millions): 5
- Strategic Rationale: Expansion of development and access to key equipment in Grenoble.
Growth Trajectory and Initiatives
Historical Growth: Skywater Technology Inc has experienced growth in revenue and operations, focusing on specialized segments.
Future Projections: Analysts project continued growth, driven by the CHIPS Act and increased demand for US-based manufacturing.
Recent Initiatives: Recent initiatives include expanding manufacturing capacity, securing government contracts, and promoting open-source PDKs.
Summary
Skywater Technology Inc is a smaller US-based semiconductor foundry that specializes in niche markets requiring secure manufacturing. Its strengths lie in its trusted foundry status, US-based operations, and government support, particularly through the CHIPS Act. Its weaknesses include smaller scale, dependence on niche segments, and intense competition. The company should capitalize on government funding and grow in specialized sectors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings
- Analyst reports
- Industry publications
Disclaimers:
This analysis is based on publicly available information and should not be considered investment advice. Market share data is estimated.
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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