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Running on Clouds: The Story of On
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SkyWater
SkyWater (SKYT) investor relations material
SkyWater 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary14 Jan, 2026
Business Overview and Strategy
Operates as the largest exclusively U.S.-based pure-play semiconductor foundry, serving commercial and defense sectors, and quadrupled 200mm market share post-Fab 25 acquisition.
Utilizes a technology as a service (TaaS) model, focusing on R&D monetization, partnerships with the U.S. government, and efficient time-to-market for differentiated solutions.
Facilities in Minnesota (development), Florida (advanced packaging), and Texas (volume manufacturing) provide integrated capabilities.
Recent expansion into quantum foundry and advanced packaging, with significant government-funded programs and $120M in DOD support.
Diversification into industrial, automotive, medical, and quantum markets to reduce reliance on aerospace and defense.
Market Trends and Positioning
Strong demand for domestic semiconductor manufacturing driven by supply chain resilience, federal policy, and a focus on critical infrastructure markets.
Advanced packaging and quantum technologies are key differentiators and growth drivers, targeting on-shore solutions for defense, AI, and high-performance compute.
Volume manufacturing capability in Texas enables scaling and attracts new customers.
Partnerships with commercial and government sectors accelerate solution delivery and relevance.
Vision includes building resilient, secure U.S. semiconductor supply chains and reviving domestic packaging and test capabilities.
Fab 25 and Operational Capabilities
Fab 25 in Texas is the most advanced 200mm fab in the U.S., running 65nm and qualifying 45nm NOR Flash products.
Fab 25 increases annual wafer capacity to 500,000 and adds 180 engineers, supporting ATS revenue growth.
Current revenue from Fab 25 is about $80 million per quarter, primarily from Infineon under a take-or-pay agreement.
Fab 25 outperformed expectations in revenue and profitability, now operating as two segments: Legacy and Texas.
New business at Fab 25 is expected to yield higher margins as market pricing replaces initial contract terms.
Texas segment's WIP impact on Q4 margins
SkyWater's unique position in quantum computing
DOD funding's impact on advanced packaging ramp
Fab 25 new business margin uplift?
Quantum business growth drivers 2026+
Advanced packaging value proposition for SkyWater.
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Next SkyWater earnings date
Q4 202525 Feb, 2026
SkyWater
Next SkyWater earnings date
Q4 202525 Feb, 2026
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Frequently asked questions
SkyWater Technology Inc is a semiconductor foundry offering custom manufacturing services for integrated circuits. The company serves sectors including aerospace, defense, automotive, and healthcare, providing advanced packaging, process development, and volume production. The company is headquartered in Bloomington, Minnesota, and its shares are listed on the NASDAQ.
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