SkyWater Technology
SkyWater Technology is a niche in the Foundry segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include Shin-Etsu Chemical, FUJIFILM, DuPont. Its key customers include NVIDIA, AMD, Qualcomm.
US specialty foundry with DARPA-trusted domestic manufacturing.
- Ticker
- NASDAQ: SKYT
- Headquarters
- United States
- Revenue
- $442M (FY2025) · +29.2% YoY
- Net income
- $119M
- Operating margin
- -0.6%
- Market position
- niche
- Value-chain segment
- Pure-Play Foundry
- Key products
- Technology as a Service (TaaS) foundry model, DMEA-trusted 200mm/300mm wafer manufacturing
About SkyWater Technology
SkyWater Technology, headquartered in United States, operates in the Pure-Play Foundry segment of the semiconductor & AI supply chain and is positioned as a market niche there. Its key products include Technology as a Service (TaaS) foundry model, DMEA-trusted 200mm/300mm wafer manufacturing. wafergraph maps 8 tracked suppliers and 6 tracked customers for SkyWater Technology across the value chain. It has a supply-chain criticality score of 50/100, with 236 companies downstream of it. SkyWater Technology is a party to 1 tracked deal, including IonQ to acquire SkyWater Technology.
Role in the chain
SkyWater Technology is a market niche in Foundry (Pure-Play Foundry), headquartered in United States. US specialty foundry with DARPA-trusted domestic manufacturing.
Diligence questions
- The dataset records 8 tracked suppliers for SkyWater Technology. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
- 3 of SkyWater Technology's tracked suppliers are a monopoly or leader (including JX Advanced Metals, Linde, Shin-Etsu Chemical). Which of those are actually single-source for the process step you care about?
- The dataset names 6 tracked customers for SkyWater Technology. How concentrated is demand among those names, and which of them have a documented second source in this graph?
- SkyWater Technology is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
- SkyWater Technology trades as NASDAQ:SKYT. What does the latest reported period say about capacity and backlog versus the graph position above?
- Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.
Key products
- Technology as a Service (TaaS) foundry model
- DMEA-trusted 200mm/300mm wafer manufacturing
Suppliers
Customers
More Foundry companies
Compare with
TSMC · SMIC · United Microelectronics (UMC) · Tower Semiconductor · GlobalFoundries · Hua Hong Semiconductor
Sources
Open the interactive supply-chain view →
Cite as: wafergraph, “SkyWater Technology — supply chain, financials & market position”, https://wafergraph.com/company/skywater (data as of 2026-09-05).
Track the chain
What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.
Subscribe to the free weekly briefing →
Free · no login · 615 companies, updated weekly