SkyWater Technology Inc. has released its latest financial results, highlighting significant growth and business developments. The company reported an anticipated increase in revenue to over $600 million by 2026, driven by its acquisition of Fab 25. This acquisition is expected to contribute more than $300 million in incremental annual revenue, doubling the company's revenue scale and Adjusted EBITDA generation. SkyWater's outlook for the fourth quarter of 2025 suggests a strong revenue run rate and Adjusted EBITDA margin, providing a solid baseline for 2026. The company also expects to benefit from customer-funded capital expenditure co-investments, reducing its capital requirements while enabling new capabilities and capacity. SkyWater has positioned itself as the largest exclusively U.S. pure-play foundry, with a significant increase in its 200mm market share. The company is also expanding its serviceable addressable market $(SAM)$ by over $3 billion and enhancing its advanced packaging and wafer services. These developments align with U.S. priorities for a secure supply chain and onshoring, positioning SkyWater for continued growth in critical, growing, and large U.S. markets.
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