Company coverage
Research snapshot 2026-08-31
Research activity
SKYT 10 trade records · 0 option records · 2026-01-21 → 2026-05-04Moat
NarrowU.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…
Physical assets
StrongTwo 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…
Software / hardware
Software8%
Hardware92%
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…
- 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% |
Notes
Full portfolio moat / asset analysis
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…
Full portfolio moat / asset analysis
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.
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