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SkyWater Technology Expands Leadership in U.S. Semiconductor Manufacturing With Infineon IP License Agreement

1. SKYT partners with Infineon Technologies for mixed-signal ASIC design IP. 2. This agreement strengthens U.S. semiconductor independence and SKYT's market position.

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Why Bullish?

The partnership enhances SKYT's capabilities and positions in a growing market. Similar partnerships in tech often boost stock performance; for example, NVIDIA's collaborations have historically led to price increases.

How important is it?

The strategic partnership provides key technological advantages and enhances market competitiveness. In an era of rising domestic semiconductor demand, this positioning is critical for investor confidence.

Why Long Term?

The licensing agreement positions SKYT for sustained growth due to increasing demand for semiconductor independence. Long-term contracts often yield stable revenue streams, as seen with companies like Texas Instruments.

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BLOOMINGTON, Minn.--(BUSINESS WIRE)--SkyWater Technology (NASDAQ: SKYT), the trusted technology realization partner, today announced a license agreement with Infineon Technologies, granting access to a robust library of silicon-proven, mixed-signal ASIC design IP. This new IP enables customers to design and build high-reliability mixed-signal SoCs entirely within a secure U.S. supply chain – a strategic milestone for U.S. semiconductor independence that extends SkyWater's leadership in domestic.

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