Interesting given recent acquisition by Skywater (see below) as well....although I've given up on commercial deals in the short term!
SkyWater to acquire Infineon’s Austin Fab and establish strategic partnership to expand U.S. foundry capacity for foundational chipsFeb 26, 2025
Business & Financial Press Transaction strengthens U.S.-based production of essential chips for industrial, automotive and defense applicationsSkyWater plans to expand 200 mm capacity, technology offerings and capabilities while supporting U.S.-based dual-sourcing strategies in critical industriesLong-term supply agreement ensures Infineon a continued high-volume manufacturing base in the U.S.BLOOMINGTON, Minn. and MUNICH, Germany – 26 February 2025 – SkyWater Technology (Nasdaq: SKYT) has entered into an agreement with Infineon Technologies AG (FSE: IFX / OTCQX: IFNNY) for SkyWater to purchase Infineon’s 200 mm fab in Austin, Texas, (“Fab 25”) and a corresponding long-term supply agreement. SkyWater will operate the fab as a foundry, increasing available capacity in the U.S. for foundational chips on nodes from 130 nanometers down to 65 nanometers that are critical for many industrial, automotive and defense applications.
WBT Price at posting:
$1.94 Sentiment: Buy Disclosure: Held
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