Skywater Technology Inc Stock Price, News & Analysis

SkyWater Technology (NASDAQ: SKYT) and Silicon Quantum Computing (SQC) announced a joint program to accelerate commercialization of hybrid quantum-classical computing on November 20, 2025. The collaboration pairs SQC’s atomically engineered quantum processors (QPUs) with SkyWater’s U.S.-based semiconductor development, secure manufacturing, superconducting resonators, and tailored silicon wafers.

The partners say SkyWater will integrate SQC QPUs into classical computing ecosystems via its Technology-as-a-Service model to enable hybrid workloads, trusted supply chain integrity, and scalable packaging for high-bandwidth resonator connections.

SkyWater Technology (NASDAQ: SKYT) announced a collaboration with QuamCore to co-develop Single Flux Quantum (SFQ) digital superconducting controllers under a multi-million-dollar contract. The partnership combines SkyWater's U.S.-based superconducting foundry capabilities with QuamCore's SFQ control architecture to target wafer-scale integration of SFQ control circuits with superconducting qubit arrays.

Key technical goals include SFQ controllers operating natively at cryogenic temperatures as low as 10 mK, up to 1,000x cabling reduction versus conventional approaches, and power dissipation lower by several orders of magnitude than CMOS. Joint milestones include test-vehicle fabrication and demonstration of cryo-SFQ control chips over the next 12–18 months.

SkyWater Technology (NASDAQ: SKYT) reported record third quarter 2025 results for the period ended September 28, 2025, driven by the Fab 25 acquisition and stronger ATS demand.

Key highlights include total consolidated revenue of $150.7M (+60.7% YoY), GAAP gross profit $36.2M (24.0%), non‑GAAP net income $11.5M ($0.24 diluted EPS), and Adjusted EBITDA $25.8M (17.1% margin). GAAP net income was $144.0M, reflecting a preliminary $110.8M bargain purchase gain related to Fab 25 and a $31.8M tax benefit. Management reported strong momentum in quantum ATS engagements and higher‑than‑expected Texas operations performance. Q4 2025 guidance: total revenue $155M–$165M and GAAP diluted loss per share $(0.21) to $(0.09).

SkyWater Technology (NASDAQ: SKYT) will report fiscal third quarter 2025 results after market close on Wednesday, November 5, 2025. Management will host a live webcast the same day at 3:30 p.m. CST (4:30 p.m. EST) to discuss business and financial results. The live webcast is available at https://ir.skywatertechnology.com or https://events.q4inc.com/attendee/365087205. An archived replay will be posted on SkyWater Technology’s Investor Relations page at https://ir.skywatertechnology.com.

SkyWater Technology (NASDAQ: SKYT), a trusted technology realization partner, has announced its participation in the upcoming 17th Annual CEO Investor Summit 2025. The event will take place on Tuesday, October 7th, 2025 at The Arrogant Butcher restaurant in Phoenix, Arizona.

The company will make presentation materials available to investors through the events page on their investor relations website at ir.skywatertechnology.com.

SkyWater Technology (NASDAQ: SKYT) has announced its participation in four upcoming investor conferences during Q3 2025. The conferences include the Needham Virtual Semiconductor & SemiCap 1x1 Conference (August 21), Jefferies Semiconductor Conference (August 27), B. Riley Securities Conference (September 10), and Piper Sandler Growth Frontiers Conference (September 11).

A live webcast will be available for the Piper Sandler presentation at 10:00 AM CDT on September 11. All presentation materials will be accessible through SkyWater's investor relations website.

SkyWater Technology (NASDAQ: SKYT) reported Q2 2025 financial results and completed its acquisition of Infineon's Fab 25 in Austin, Texas. Total revenue was $59.1 million, down 37% year-over-year, with a GAAP net loss of $10.0 million ($0.21 per share). The company acquired Fab 25 for $93 million, funded through a new $350 million credit facility.

The acquisition, backed by a $1+ billion multi-year supply agreement, is expected to contribute at least $300 million in annual revenue and generate immediate positive free cash flow. For Q3 2025, SkyWater projects total revenue between $130-141 million, including significant contribution from the new Texas facility.

While Department of Defense program funding delays impact ATS revenue growth, the company reports strong momentum in quantum computing and advanced packaging businesses, positioning for growth in 2026.

SkyWater Technology (NASDAQ: SKYT) has secured a significant license agreement with Infineon Technologies to access their silicon-proven, mixed-signal ASIC design IP library. The agreement enables the development of high-reliability mixed-signal SoCs through SkyWater's S130 platform within a secure U.S. supply chain.

The licensed IP, originally developed by Cypress Semiconductor, includes critical components such as ADCs, DACs, power management, timing, and communications modules. These components have been validated in automotive-grade and mission-critical applications. SkyWater will integrate this IP portfolio into its Technology as a Service (TaaS℠) model, with phased release based on market demand.

This strategic move aims to address the current situation where over 90% of global mixed-signal ASIC chip production occurs offshore, strengthening U.S. semiconductor independence and domestic manufacturing capabilities.

SkyWater Technology (NASDAQ: SKYT), a trusted technology realization partner, has scheduled its fiscal second quarter 2025 financial results announcement for Wednesday, August 6, 2025, after market close.

The company will host a webcast at 3:30 p.m. CDT (4:30 p.m. EDT) to discuss its business performance and financial results. Investors can access the live webcast through the company's investor relations website or directly via the provided Q4 event link. An archived version of the webcast will be available for later viewing on SkyWater's Investor Relations page.