HIGHBuilt-inGeographic
United States
“10-K Item 1: 'We operate exclusively within the United States, with fabrication and packaging facilities in Minnesota, Texas, and Florida.'”
SKYT · Concentration risk · 10-K extracted
SkyWater Technology (SKYT) concentration risks
Updated
The most significant concentration SkyWater Technology discloses is United States, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: SkyWater Technology’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 5 disclosed concentrations
HIGH1
MEDIUM4
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMOutside partyCustomer
43%
Infineon
“10-K Item 1: 'Infineon accounted for 43% and 7% of our revenue for fiscal years ended December 28, 2025 and December 29, 2024, respectively.'”
MEDIUMOutside partyCustomer
three customers
“10-K Item 1A: 'A significant portion of our sales are derived from three customers, the loss of which would adversely affect our financial results.'”
MEDIUMOutside partySupplier
limited number of third-party suppliers
“10-K Item 1A: 'Our dependence on a limited number of third-party suppliers for key components and capital equipment used in our manufacturing process could prevent us from delivering our products'”
MEDIUMBuilt-in & outside partyCustomer
U.S. Government
“10-K Item 1A: 'We are a party to several significant U.S. Government (“USG”) contracts, which are subject to unique risks.'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-07-06SkyWater Technology's concentration risk combines a structural domestic manufacturing footprint with several customer- and supplier-side dependencies. The company operates exclusively within the United States, with fabrication and packaging facilities in Minnesota, Texas, and Florida — a structural exposure with no international diversification. On the customer side, Infineon accounted for 43% of revenue in the most recent fiscal year, sharply up from 7% the year before, and a significant portion of sales more broadly derives from three customers whose loss would adversely affect results. The company also depends on a limited number of third-party suppliers for key components and capital equipment used in manufacturing, and is party to several significant U.S. Government contracts that carry their own unique contractual risks. The sharp year-over-year jump in Infineon's share is the most notable single data point here — it signals a rapidly increasing reliance on one customer that could reverse or persist depending on the underlying contract dynamics. Combined with the three-customer concentration, the domestic-only facility base, and supplier dependency, SkyWater's near-term results are more sensitive to a small number of customer and supplier relationships than to broad market conditions.
For the engine’s reasoning on SKYT’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Semiconductors
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ALAB | Astera Labs, Inc. | 3 | 0 | 0 | 3 |
| AMBQ | Ambiq Micro, Inc. | 2 | 1 | 0 | 3 |
| ADI | Analog Devices, Inc. | 2 | 0 | 0 | 2 |
| SKYT● | SkyWater Technology, Inc. | 1 | 4 | 0 | 5 |
| ALGM | Allegro MicroSystems, Inc. | 1 | 2 | 0 | 3 |
| AIP | Arteris, Inc. | 0 | 1 | 0 | 1 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.