Navitas Semiconductor Corp Stock Price, News & Analysis

GigaDevice and Navitas Semiconductor (NVTS) launched a Digital Power Joint Lab on October 15, 2025 to accelerate high-efficiency digital power solutions for AI data centers, PV inverters, energy storage, charging infrastructure, and EVs.

Pre-launch milestones include a 500W single-stage PV micro-inverter (GD32G553 MCU + GaNFast Bi-Directional ICs) with >97.5% peak efficiency, CEC >97%, and MPPT >99.9%; and 4.5 kW and 12 kW server power solutions. The 12 kW design meets OCP, ORv3, CRPS standards and reaches 97.8% peak efficiency, exceeding the 80 PLUS Ruby benchmark. The lab will produce system-level reference designs and application-specific solutions to drive smarter, greener power electronics through technology integration and higher power density.

Navitas Semiconductor (NASDAQ: NVTS) announced new medium- and high-voltage GaN and SiC power devices designed to support NVIDIA’s 800 VDC AI factory architecture on Oct 13, 2025. Key introductions include 100 V GaN FETs for GPU board DC-DC stages, a 650 V GaN portfolio with GaNSafe power ICs, and a high-voltage GeneSiC SiC MOSFET lineup.

Highlights: 100 V GaN built on a 200 mm GaN-on-Si process via a Power Chip partnership; GaNSafe features 350 ns short-circuit protection and 2 kV ESD; GeneSiC covers 650 V–6,500 V and has been used in DoE-backed megawatt projects. Samples, datasheets, and eval boards are available for qualified customers.

Navitas Semiconductor (Nasdaq: NVTS) will report third quarter 2025 financial results after market close on Monday, November 3, 2025. Management will host a conference call and live webcast the same evening at 2:00 p.m. Pacific / 5:00 p.m. Eastern to present results and take analyst questions.

Dial-in numbers and Conference ID are provided for live participation, and a replay will be available from the company’s Investor Relations website.

Navitas Semiconductor (Nasdaq: NVTS), a pure-play next-generation power semiconductor company, has appointed Chris Allexandre as its new President and CEO, effective September 1, 2025. Allexandre succeeds founder Gene Sheridan, who will step down after an 11-year tenure.

Allexandre brings over 25 years of semiconductor industry experience, most recently serving as Senior VP and GM of Renesas Electronics' $2.5 billion power management business. His expertise spans analog, power, mixed-signal, and digital products across cloud, industrial, mobile, consumer, telecom, and automotive markets. The appointment aims to accelerate Navitas' growth in AI data center and energy infrastructure markets through its GaN and SiC technologies.

Navitas Semiconductor (NASDAQ:NVTS), a leader in gallium nitride (GaN) power ICs and silicon carbide (SiC) technology, has announced its participation in several key investor events throughout August 2025.

The company will host its own 'Electrify Events' series focused on 'Powering Next-Generation AI Data Centers' on August 8, featuring discussions on data center architectures and power technologies. Additionally, NVTS management will participate in four major industry conferences: the Needham Virtual Semiconductor Conference (Aug 20), Evercore Semiconductor Conference (Aug 26), Jefferies Technology Conference (Aug 27), and Deutsche Bank Technology Conference (Aug 28).

Navitas Semiconductor (Nasdaq: NVTS) reported Q2 2025 financial results with revenue of $14.5 million, down from $20.5 million in Q2 2024. The company announced a strategic shift focusing on AI data centers and energy infrastructure, supported by a collaboration with NVIDIA and a $100 million capital raise through the sale of 20 million common shares.

Key developments include a new partnership with Powerchip for 8" GaN manufacturing, targeting lower costs and increased capacity. The company estimates a $2.6B market potential by 2030 for GaN and SiC technologies in AI data centers. For Q3 2025, Navitas expects revenues of $10.0 million ±$0.5 million with a non-GAAP gross margin of 38.5% ±50 basis points.

Navitas Semiconductor (Nasdaq: NVTS) announced that its GaNSense Control ICs will power Xiaomi's next-generation 90W GaN charger. The ultra-compact charger sets new industry standards, measuring just 34 × 45 × 34 mm and weighing only 65 grams - approximately half the size and a third the weight of typical GaN chargers.

The charger incorporates Navitas' NV9580 GaNSense Control power IC and NV9701 synchronous rectification controller IC, combining 4th generation GaN power with high-frequency control functionality. The technology delivers enhanced efficiency, reduced component count, and superior voltage breakdown protection up to 800V.

Navitas Semiconductor (Nasdaq: NVTS) has scheduled its Q2 2025 financial results announcement for Monday, August 4th, 2025, after market close. The company will host a conference call and webcast at 2:00 PM Pacific / 5:00 PM Eastern to discuss the results.

Investors and analysts can join via toll-free numbers (888) 596-4144 or (646) 968-2525 using Conference ID 8274952. A live webcast will be available, and a replay can be accessed through the company's Investor Relations website.

Navitas Semiconductor (NASDAQ:NVTS), a leading pure-play next-generation power semiconductor company specializing in gallium nitride (GaN) power ICs and silicon carbide (SiC) technology, announced its participation in the upcoming CJS Securities 25th Annual "New Ideas" Summer Conference.

CEO Gene Sheridan will deliver a presentation on July 10th, 2025, from 10:00 to 10:45 ET and participate in one-on-one meetings at the Metropolis Country Club in White Plains, NY. Interested parties can request registration by contacting info@cjs-securities.com.