Key Takeaways SMTC's low-power, high-speed interconnects position it for AI infrastructure growth across hyperscalers. SkyWater expands with Fab 25 acquisition, but remains exposed to federal spending risks. Shares of SKYT and SMTC are down YTD, but SMTC leads with stronger near-term growth and AI momentum.SkyWater Technology (SKYT) and Semtech Corporation (SMTC) are well-known players in the fast-growing semiconductor market. While SkyWater runs a domestic foundry serving the defense and advanced packagi ...