Skywater Technology Inc SKYT
SEMICONDUCTORS with price history, portfolio records, theme ratings, and research entries from the IntraAlpha data layer.
Price, fundamentals, portfolio context, and research memory.
Latest snapshot: 2026-05-01T15:13:08. Position gain/loss: +2.5%.
10 trade records · 0 option records · 2026-01-21 → 2026-05-04U.S.-based trusted foundry services for radiation-hardened, specialized packaging, and MEMS applications where domestic sourcing overrides pure cost considerations. CHIPS Act funding and onshoring policy create demand protection. However, SkyWater o…
Two semiconductor fabrication facilities: Bloomington, Minnesota and Fab 25 in Austin, Texas (~1,000 employees). Semiconductor fabs are rare, capital-intensive assets with multi-billion dollar replacement costs. However, defensibility is limited by…
Growth. Two domestic fabs with trusted foundry certifications capture CHIPS Act-funded defense and intelligence semiconductor reshoring at premium pricing. Primary assets. Bloomington MN fab, Fab 25 Austin TX (ex-Infineon), DoD trusted foundry certi…
Append-only ticker entries from the internal coverage database.
- SW 8 : HW 92
Growth. Two domestic fabs with trusted foundry certifications capture CHIPS Act-funded defense and intelligence semiconductor reshoring at premium pricing. Primary assets. Bloomington MN fab, Fab 25 Austin TX (ex-Infineon), DoD t…
- Strong
Two semiconductor fabrication facilities: Bloomington, Minnesota and Fab 25 in Austin, Texas (~1,000 employees). Semiconductor fabs are rare, capital-intensive assets with multi-billion dollar replacement costs. However, defensib…
- Narrow
U.S.-based trusted foundry services for radiation-hardened, specialized packaging, and MEMS applications where domestic sourcing overrides pure cost considerations. CHIPS Act funding and onshoring policy create demand protection.…
U.S.-based trusted foundry services for radiation-hardened, specialized packaging, and MEMS applications where domestic sourcing overrides pure cost considerations. CHIPS Act funding and onshoring policy create demand protection. However, SkyWater operates older nodes (130nm to 65nm) with commodity competition from international foundries. The Fab 25 acquis…
Two semiconductor fabrication facilities: Bloomington, Minnesota and Fab 25 in Austin, Texas (~1,000 employees). Semiconductor fabs are rare, capital-intensive assets with multi-billion dollar replacement costs. However, defensibility is limited by operating older nodes.
- manual · sw-hw
Growth. Two domestic fabs with trusted foundry certifications capture CHIPS Act-funded defense and intelligence semiconductor reshoring at premium pricing. Primary assets. Bloomington MN fab, Fab 25 Austin TX (ex-Infineon), DoD t…
- manual · physical-assets
Two semiconductor fabrication facilities: Bloomington, Minnesota and Fab 25 in Austin, Texas (~1,000 employees). Semiconductor fabs are rare, capital-intensive assets with multi-billion dollar replacement costs. However, defensib…
- manual · moat
U.S.-based trusted foundry services for radiation-hardened, specialized packaging, and MEMS applications where domestic sourcing overrides pure cost considerations. CHIPS Act funding and onshoring policy create demand protection.…
| Date | Action | Type | Relative size |
|---|---|---|---|
| 2026-05-04 | SELL | Equity | +88% |
| 2026-04-29 | SELL | Equity | +80% |
| 2026-04-28 | SELL | Equity | +100% |
| 2026-02-03 | BUY | Equity | +30% |
| 2026-02-03 | BUY | Equity | +25% |
| 2026-01-29 | BUY | Equity | +25% |
| 2026-01-27 | BUY | Equity | +30% |
| 2026-01-22 | BUY | Equity | +30% |
| 2026-01-22 | BUY | Equity | +30% |
| 2026-01-21 | BUY | Equity | +100% |