SkyWater Technology Inc (SKYT) Competitors & Peers
The 5 largest companies in the same industry as SkyWater Technology Inc, by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| NVDA | Peer | $186.64 | P/E 23.6RSI 31Cap 4.52 T |
| TSM | Peer | $375.44 | P/E 24.3RSI 36Cap 1.95 T |
| AVGO | Peer | $293.69 | P/E 37.5RSI 33Cap 1.39 T |
| AMD | Peer | $449.04 | P/E 96.0RSI 38Cap 732.2 B |
| MU | Peer | $690.00 | P/E 9.3RSI 31Cap 778.1 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- IFX.DEManufacturer
SkyWater Technology fabricates microelectronics for Infineon under a multi-year take-or-pay supply agreement following SkyWater's acquisition of Infineon's Austin Fab 25.
Confirmed — SEC filing / public disclosuresec.gov ↗ - IFNNYCustomer
Infineon is a major customer and strategic partner, accounting for 43% of SkyWater's revenue in 2025 under a long-term supply agreement following SkyWater's acquisition of Infineon's Austin Fab 25.
Confirmed — SEC filing / public disclosuresec.gov ↗ - IFNNYManufacturer
SkyWater Technology fabricates microelectronics for Infineon under a multi-year take-or-pay supply agreement following SkyWater's acquisition of Infineon's Austin Fab 25.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- DODCustomer
The US Department of Defense is a major customer under multiple strategic contracts, including developing rad-hard microelectronics (RH90 platform) and expanding FOWLP packaging in Florida.
Model-inferred, unverified — treat as a lead, not evidence - IONQCustomer
IonQ is acquiring SkyWater Technology for $1.8 billion to vertically integrate IonQ's quantum hardware with SkyWater's U.S. foundry facilities.
Model-inferred, unverified — treat as a lead, not evidence - QBTSCustomer
SkyWater Technology fabricates D-Wave's custom superconducting quantum annealing processors.
Model-inferred, unverified — treat as a lead, not evidence - QBTSManufacturer
SkyWater Technology fabricates D-Wave's custom superconducting quantum annealing processors.
Model-inferred, unverified — treat as a lead, not evidence - PSIQUANTUMCustomer
SkyWater fabricates custom silicon photonic chips for PsiQuantum's fault-tolerant, utility-scale quantum computing systems under an expanded development agreement.
Model-inferred, unverified — treat as a lead, not evidence - AMATSupplier
Applied Materials supplies CVD, PVD, and other wafer processing equipment critical to SkyWater's fabrication lines.
Model-inferred, unverified — treat as a lead, not evidence - LRCXSupplier
Lam Research supplies wafer etching and cleaning equipment utilized in SkyWater's cleanroom operations.
Model-inferred, unverified — treat as a lead, not evidence - ASMLSupplier
ASML supplies advanced photolithography systems used in SkyWater's semiconductor fabrication cleanrooms.
Model-inferred, unverified — treat as a lead, not evidence