Cyient Semiconductors Launches India's First GaN Power IC Family Leveraging Navitas Technology

Rhea-AI Summary

Navitas Semiconductor (Nasdaq: NVTS) technology powers Cyient Semiconductors' launch of seven GaN power ICs for the Indian market, forming India's first GaN power IC family. The portfolio uses licensed Navitas GaN and targets up to 700V applications across AI data centers, telecom, consumer fast charging, industrial power, and e‑mobility.

Cyient will act as a second source for select Navitas devices, supporting supply-chain resilience and future domestic GaN manufacturing in India. Sampling of the first products is expected by June 2026.

Positive

• Launch of seven GaN power ICs based on Navitas technology
• Cyient becomes second source for select Navitas GaN devices
• Targets high-growth AI, telecom, industrial and e-mobility power markets
• Pathway outlined toward domestic GaN manufacturing in India
• Highly integrated 700V GaN DPAK devices with driver and protection

Negative

• None.

News Market Reaction – NVTS

+24.45%

111 alerts

+24.45% Session close to close

+23.6% Peak Tracked

-3.1% Trough Tracked

$5.56B Market Cap

1.4x Rel. Volume

In the May 11 session, NVTS gained 24.45%, reflecting a significant positive market reaction. Argus tracked a peak move of +23.6% during that session. Argus tracked a trough of -3.1% from its starting point during tracking. Our momentum scanner triggered 111 alerts that day, indicating very high trading interest and price volatility.

Data tracked by StockTitan Argus on the day of publication.

Market Context

The stock surged +24.4% in the session following this news. A strong positive reaction aligns with N...

Analysis

The stock surged +24.4% in the session following this news. A strong positive reaction aligns with Navitas’ strategy to expand GaN adoption in high‑power markets. The news highlighted Cyient’s launch of seven GaN power ICs based on Navitas technology in India, while NVTS traded near its 52‑week high at $18.20, up 15.26%. With short interest at 28.39%, prior volatility around earnings and governance events suggests that both strategic execution and positioning in AI and power applications remained key watchpoints.

Key Figures

New GaN power ICs: 7 devices Voltage rating: 650 V Device voltage: 700 V +5 more

8 metrics

New GaN power ICs 7 devices First commercial GaN product family for Indian market

Voltage rating 650 V Initial GaN portfolio target power applications up to 650 V

Device voltage 700 V CYPG61xx series GaN DPAK devices

On-resistance option 120 mOhm CYPG6148C devices GaN 700V DPAK with driver

On-resistance option 170 mOhm CYPG6146C devices GaN 700V DPAK with driver

On-resistance option 210 mOhm CYPG6145CQ GaN 700V DPAK with driver

On-resistance option 260 mOhm CYPG6144CQ GaN 700V DPAK with driver

On-resistance option 330 mOhm CYPG6143CQ GaN 700V DPAK with driver

Historical Context

5 past events · Latest: May 07 (Neutral)

Pattern 5 events

Date	Event	Sentiment	24h Move	Catalyst
May 07	Investor conferences	Neutral	-5.3%	CEO and CFO scheduled one‑on‑one meetings at May 2026 investor conferences.
May 05	Quarterly earnings	Negative	-5.0%	Q1 2026 results with $8.6M revenue, losses, and guidance for Q2 2026.
May 04	Board appointment	Neutral	-8.8%	Appointment of Davin Lee as independent director supporting high‑power strategy.
Apr 16	Earnings date notice	Neutral	+20.6%	Announcement of timing for Q1 2026 financial results and conference call.
Apr 13	Board appointment	Neutral	+0.5%	Appointment of Gregory M. Fischer to the board with compensation details.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Pattern Detected

Recent company news often saw negative or volatile reactions, including declines after earnings and board changes, with an outlier strong gain on the Q1 earnings-date announcement.

Recent Company History

Over the last few months, Navitas has focused on governance changes, high‑power GaN and SiC strategy, and Q1 2026 results. Board refreshes on Apr 13 and May 4 and an investor-conference announcement on May 7 drew mostly mild to negative reactions. Earnings on May 5 showed revenue of $8.6M and were followed by a share decline. Today’s GaN-focused partnership/product news ties directly into the high‑power strategy highlighted across these filings and releases.

Key Terms

gallium nitride, dpak, usb‑pd, emi

4 terms

gallium nitride medical

"announced the launch of seven new gallium nitride (GaN) power devices for the Indian"

Gallium nitride is a durable semiconductor material used to make electronic components that switch faster, handle higher voltages, and waste less energy than older silicon parts. Think of it as a lighter, more efficient motor in an appliance: it lets devices shrink, run cooler and save power, which can lower manufacturing costs, enable new products and boost sales or margins for companies that adopt it—key factors investors watch.

dpak technical

"includes seven highly integrated GaN power devices in easy to assemble DPAK packages,"

DPAK is a common metal-and-plastic housing used to mount power semiconductors on circuit boards; think of it as the protective case and mounting bracket that lets a tiny power chip be screwed into a system and cool down safely. It matters to investors because the choice and availability of packaging affects a component maker’s manufacturing cost, product reliability, heat performance and compatibility with customers’ designs, all of which influence sales, margins and supply risks.

usb‑pd technical

"including consumer USB‑PD chargers, laptop and mobile adapters; AC‑DC power supplies;"

USB‑PD (USB Power Delivery) is a standardized method that lets electronic devices negotiate how much electrical power to send and receive over a USB cable, enabling faster charging and flexible power flow between devices. Investors care because widespread adoption influences demand for compatible components, shapes product design and supply chains, and reduces accessory fragmentation—similar to a universal electrical handshake that improves compatibility and cuts costs across an industry.

emi technical

"control, and protection functions, with integrated EMI management and current sensing,"

An EMI is a UK tax-advantaged employee share option plan that lets a company grant executives and staff the right to buy shares at a preset price after a vesting period. It matters to investors because it aligns employees’ incentives with company performance—like giving key workers a stake in the business—while potentially diluting existing shareholders and changing future earnings per share when options are exercised.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Seven new GaN power ICs with 650V rating introduced, targeting emerging applications across Edge AI Computing and E‑Mobility

HYDERABAD, India, May 11, 2026 /PRNewswire/ -- Cyient Semiconductors Private Limited today announced the launch of seven new gallium nitride (GaN) power devices for the Indian market, developed using Navitas Semiconductor's (Nasdaq: NVTS) industry leading GaN technology.  

The launch marks Cyient Semiconductors' first commercial GaN product family and a major milestone in advancing India's domestic power semiconductor ecosystem. The new portfolio is designed to address the rapidly growing demand for high-efficiency, high-power-density solutions across AI data centers, telecommunications, consumer fast charging, industrial power systems, and e-mobility platforms.

Building on the strategic collaboration announced in December 2025, the partnership enables customers in India to access commercially available GaN power solutions with enhanced local support, supply assurance, and alignment with emerging domestic sourcing initiatives.

Under the agreement, Cyient Semiconductors will license Navitas's proven GaN technology for use in India, accelerating the adoption of high‑performance GaN solutions across a broad range of markets.  In addition, Cyient Semiconductors will serve as a second source for select Navitas GaN devices already in mass production and strengthening supply chain resilience.

Compared to traditional silicon devices, GaN power semiconductors enable significantly higher switching speeds, lower conduction losses, and improved thermal efficiency. These advantages allow system designers to reduce power losses, shrink solution size, simplify thermal management, and increase overall system performance.

Cyient Semiconductors' initial GaN portfolio targets power applications up to 650 V, including consumer USB‑PD chargers, laptop and mobile adapters; AC‑DC power supplies; AI data center and telecommunications power systems; and e‑mobility charging platforms.

Looking ahead, Cyient Semiconductors plans to expand its GaN portfolio through partnerships with local OSATs. Over time, the licensing agreement with Navitas Semiconductor is expected to enable the domestic manufacturing of GaN power devices in India. This phased approach prioritizes ecosystem readiness and scale in the near term, while creating a clear pathway toward deeper technology participation and indigenous value creation as the market matures and demand scales.

The first wave of products includes seven highly integrated GaN power devices in easy to assemble DPAK packages, combining drive, control, and protection functions, with integrated EMI management and current sensing, in industry‑standard, high‑thermal‑performance packages. This level of integration is designed to simplify system design and ease adoption, addressing a critical intersection point for customers in India that prioritize faster time‑to‑market, high reliability, and system‑level efficiency.  

Suman Narayan, CEO, Cyient Semiconductors, said, "With this launch, Cyient Semiconductors is introducing its first family of GaN power ICs, marking our entry into high-performance power semiconductors with a strong roadmap for expansion. Built on Navitas' proven GaN platform, these highly integrated devices are designed to accelerate adoption and support next-generation power applications. This represents the foundation of a broader GaN portfolio that will address the growing power and efficiency demands of AI infrastructure, industrial systems, consumer power, and e-mobility applications"

Chris Allexandre, President and CEO of Navitas Semiconductor, said, "India is a key market in Navitas's high growth, high power strategy with Navitas 2.0. This launch furthers our vision of a robust local supply chain and manufacturing in India for the governments "Make in India" initiatives. The partnership with Cyient delivers a strong local support infrastructure for our customers as we pivot our India strategy to focus on GaN based product enablement and customer success"

Cyient Semiconductors expect to begin sampling the first set of GaN power products by June 2026. Customers can contact Cyient Semiconductors directly for datasheets, samples, and technical support.

CYPG6148CQ	GaN 700V 120mOhm DPAK with driver (QR Topologies)
CYPG6148CP	GaN 700V 120mOhm DPAK with driver (PFC/HS Topologies)
CYPG6146CQ	GaN 700V 170mOhm DPAK with driver (QR Topologies)
CYPG6146CP	GaN 700V 170mOhm DPAK with driver (PFC/HS Topologies)
CYPG6145CQ	GaN 700V 210mOhm DPAK with driver (QR Topologies)
CYPG6144CQ	GaN 700V 260mOhm DPAK with driver (QR Topologies)
CYPG6143CQ	GaN 700V 330mOhm DPAK with driver (QR Topologies)

For more information on the partnership and products please visit - https://cyientsemi.com/power-products/gan-power

About Cyient Semiconductors

Cyient Semiconductors is a Hyderabad-headquartered provider of custom ASIC/ASSP solutions, with a focus on analog mixed-signal, intelligent power, and advanced semiconductor platforms. With design centers in India, Belgium, and the U.S., Cyient Semiconductors enables global customers in data centers, robotics, automotive, and industrial automation to achieve higher efficiency and faster time-to-market.

Forward-Looking Statements

Certain statements made in the press release that are not based on historical facts may be forward‑looking statements within the meaning of applicable laws and regulations. Such forward‑looking statements are subject to risks, uncertainties, and assumptions, like significant changes in the economic environment in India and overseas, regulatory and tax laws, import duties, litigation, labour relations and other factors beyond the Company's control. Actual results may differ materially from those expressed or implied.

Cyient Semiconductors undertakes no obligation to publicly update or revise these forward‑looking statements, whether as a result of new information, future events, or otherwise, except as required under applicable law.

Reshma Nair, 20:20 MSL reshma.nair@2020msl.com Joshika Rv, 20:20 MSL joshika.rv@2020msl.com

Phalguna Hari jandhyala Cyient Phalguna.Harijandhyala@cyient.com

 

View original content:https://www.prnewswire.com/news-releases/cyient-semiconductors-launches-indias-first-gan-power-ic-family-leveraging-navitas-technology-302768080.html

SOURCE Cyient

FAQ

What did Navitas Semiconductor (NVTS) announce with Cyient Semiconductors on May 11, 2026?

Navitas technology is being used by Cyient Semiconductors to launch seven GaN power ICs for India. According to Cyient Semiconductors, this is its first commercial GaN family, targeting AI data centers, telecom, industrial power, fast charging, and e‑mobility platforms.

How does the Cyient Semiconductors GaN launch impact Navitas Semiconductor (NVTS) in India?

The launch extends Navitas GaN technology into locally supported products for the Indian market. According to Navitas, Cyient will provide a strong local support infrastructure and act as a second source, aligning with India-focused supply chain and manufacturing initiatives.

Which applications are targeted by the new Cyient GaN power IC family using Navitas (NVTS) technology?

The GaN ICs target up to 700V power in AI data centers, telecom, consumer charging, industrial systems, and e‑mobility. According to Cyient Semiconductors, these integrated DPAK devices address demand for high efficiency, high power density, and faster time‑to‑market in India.

When will sampling begin for Cyient Semiconductors' GaN products based on Navitas (NVTS) technology?

Sampling of the first GaN products is expected to begin by June 2026. According to Cyient Semiconductors, customers can request datasheets, samples, and technical support directly, enabling early evaluation across chargers, AC‑DC supplies, data center power, and e‑mobility charging.

What are the key technical features of the new Cyient GaN ICs leveraging Navitas (NVTS) technology?

The first wave includes seven highly integrated 700V GaN DPAK devices with driver, control, protection, EMI management, and current sensing. According to Cyient Semiconductors, this integration simplifies design, improves thermal performance, and supports high‑efficiency, high‑power‑density systems.

How does the Navitas–Cyient partnership support India’s domestic GaN manufacturing ambitions?

The partnership licenses Navitas GaN technology to Cyient for use in India, with plans to expand through local OSATs. According to Cyient Semiconductors, this phased approach aims to enable future domestic GaN manufacturing and increased indigenous value creation as demand scales.