Navitas Consolidates Asian Distribution, Signs Strategic Distribution Partnership with WT

Rhea-AI Summary

Navitas Semiconductor (Nasdaq: NVTS) and WT Microelectronics (TW: 3036) announced an expanded strategic distribution partnership in Asia on Nov 27, 2025. Navitas has consolidated its franchised distributor base while WT will allocate expanded technical and commercial resources and lead customer engagement and design‑in activities.

The arrangement aims to improve regional logistics, product availability, and design support for GaN and SiC power devices serving AI data centers, performance computing, energy grid infrastructure and industrial electrification customers.

Key Figures

Q3 2025 Revenue: $10.1M Q3 2024 Revenue: $21.7M Q3 2025 Net Loss: $19.2M +5 more

8 metrics

Q3 2025 Revenue $10.1M Quarter ended Sep 30, 2025; down from $21.7M prior year

Q3 2024 Revenue $21.7M Quarter ended Sep 30, 2024; comparison base for Q3 2025

Q3 2025 Net Loss $19.2M Net loss for Q3 2025, or $0.09 per share

Cash & Equivalents $150.6M Balance as of Sep 30, 2025 after prior equity raises

Private Placement Proceeds $100M Gross proceeds from 14,814,813 shares at $6.75 on Nov 10, 2025

Shares Issued 14,814,813 Class A common shares in November 2025 private placement

Current Share Price $9.18 Price before this partnership announcement

52-week Range $1.52 – $17.79 Pre-news 52-week low and high for NVTS

Market Reality Check

Price: $8.86 Vol: Volume 15,229,560 is belo...

normal vol

$8.86 Last Close

Volume Volume 15,229,560 is below the 20-day average of 18,631,834 (relative volume 0.82). normal

Technical Price $9.18 is trading above the 200-day MA at $6.16.

Peers on Argus

Peers showed mixed moves, with declines in MXL -3.83%, HIMX -1.62%, AOSL -1.09% ...

Peers showed mixed moves, with declines in MXL -3.83%, HIMX -1.62%, AOSL -1.09% and gains in CEVA +2.22%, LASR +1.81%, suggesting today’s modest -0.55% move in NVTS is more stock-specific than a broad sector trend.

Historical Context

5 past events · Latest: Dec 08 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 08	Strategic partnership	Positive	+1.3%	Long-term GaN partnership with Cyient to target India AI and energy.
Dec 01	Product launch	Positive	+0.2%	Launch of 3300V and 2300V ultra-high-voltage SiC MOSFET portfolio.
Nov 20	Manufacturing partnership	Positive	-2.2%	U.S.-based GaN manufacturing partnership with GlobalFoundries.
Nov 17	Investor conference	Neutral	-4.7%	Participation in UBS Global Technology and AI investor conference.
Nov 07	Private placement	Negative	-11.3%	Private placement of 14.8M shares for gross proceeds of $100M.

Pattern Detected

News tied to partnerships or product innovation often saw small positive or mixed reactions, while financing and corporate events skewed negative, especially the recent private placement.

Recent Company History

Over the last two months, Navitas announced multiple strategic initiatives focused on high-power GaN and SiC markets. A partnership with GlobalFoundries on Nov 20, 2025 and another with Cyient Semiconductors on Dec 8, 2025 targeted AI datacenters and energy infrastructure. New ultra-high-voltage SiC products were introduced on Dec 1, 2025. However, a $100 million private placement on Nov 7, 2025 and weaker Q3 results weighed on prior trading reactions.

Market Pulse Summary

This announcement extends Navitas’ Navitas 2.0 focus by consolidating Asian distribution with WT to ...

Analysis

This announcement extends Navitas’ Navitas 2.0 focus by consolidating Asian distribution with WT to better serve AI datacenters, performance computing, and energy infrastructure using GaN and SiC devices. In recent months, the company paired similar partnerships with product launches but also reported Q3 revenue of $10.1M and a $19.2M net loss. Investors may track how this tighter distribution model translates into revenue growth and utilization of its high-power product portfolio.

Key Terms

gallium nitride (GaN), silicon carbide (SiC), wide bandgap semiconductor, power devices

4 terms

gallium nitride (GaN) technical

"GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC)"

Gallium nitride (GaN) is a durable semiconductor material used to build electronic components that switch power and radio signals faster and with less energy loss than older silicon parts. Think of it as a more efficient, high-performance engine that lets devices be smaller, run cooler, and handle higher voltages; investors watch GaN adoption because it can lower manufacturing and operating costs, enable new products, and shift competitive advantage and profit margins across chipmakers and equipment makers.

silicon carbide (SiC) technical

"gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC)"

Silicon carbide (SiC) is a very durable material made from silicon and carbon, often used in high-performance electronics and industrial tools. It matters because it can handle extreme heat and voltage better than regular materials, making devices more efficient and longer-lasting, especially in electric vehicles and power systems.

wide bandgap semiconductor technical

"high power wide bandgap semiconductor devices"

A wide bandgap semiconductor is a type of electronic material with a larger energy barrier that electrons must cross compared with conventional silicon; think of it as a thicker dam that lets devices handle higher voltages, hotter temperatures, and switch faster with less wasted heat. Investors care because these materials enable smaller, more efficient power and radio-frequency components used in electric vehicles, renewable energy, 5G and data centers, creating potential for faster growth and higher margins in companies that make or use them.

power devices technical

"leading Gallium Nitride (GaN) and Silicon Carbide (SiC) power devices in Asia"

Power devices are electronic components that control, convert and move electrical energy—think of them as valves for electricity that turn, route and shape power so machines and chargers run safely and efficiently. They matter to investors because improvements in these parts can cut energy loss, lower costs, enable faster charging and higher performance in products like electric vehicles, industrial equipment and grid systems, affecting manufacturers’ sales, margins and competitive position.

AI-generated analysis. Not financial advice.

TORRANCE, Calif., Nov. 27, 2025 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), the industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) and the Asian distribution giant WT Microelectronics Co., Ltd. (TW: 3036) have strengthened their strategic partnership to provide enhanced technical and supply chain services of the leading Gallium Nitride (GaN) and Silicon Carbide (SiC) power devices in Asia.

Under the terms of the partnership, Navitas has consolidated its franchised distributor base, and WT is allocating expanded technical and commercial resources. This combination will better support AI data centers, performance computing, energy and grid infrastructure and industrial electrification customers with its best in class, high voltage and high power wide bandgap semiconductor devices.

To ensure best-in-class service and responsiveness, WT will lead customer engagement and design-in activities, backed by robust regional logistics to ensure reliable product availability and fast delivery of Navitas products to its customers in Asia.

“As part our Navitas 2.0 transformation, we decided to massively consolidate our distribution network so we can better align to our high power growth markets and improve speed and quality of support. Our collaboration with WT strengthens our ability to serve customers that demand advanced high-power and high-voltage solutions,” said Alessandro Squeri, Vice President Global distribution, Operations & Transformation, Navitas. “WT’s market expertise and comprehensive distribution network will help accelerate the adoption of Navitas technologies in fast growing segments while allowing us to consolidate our distribution base in Asia.”

"WT brings not only exceptional technical support, but an extensive customer reach across Asia and a proven track record in power electronics," said Eric Cheng, Founder, Chairman and CEO, WT Microelectronics. "We are delighted to support Navitas as their preferred partner during this next phase of their growth."

For further information on the partnership and Navitas’s products please visit www.navitassemi.com

About Navitas
Navitas Semiconductor (Nasdaq: NVTS) is a next-generation power semiconductor leader in gallium nitride (GaN) and IC integrated devices, and high-voltage silicon carbide (SiC) technology, driving innovation across AI data centers, performance computing, energy and grid infrastructure, and industrial electrification. With more than 30 years of combined expertise in wide bandgap technologies, GaNFast™ power ICs integrate GaN power, drive, control, sensing, and protection, delivering faster power delivery, higher system density, and greater efficiency. GeneSiC™ high-voltage SiC devices leverage patented trench-assisted planar technology to provide industry-leading voltage capability, efficiency, and reliability for medium-voltage grid and infrastructure applications. Navitas has over 300 patents issued or pending and is the world’s first semiconductor company to be CarbonNeutral^®-certified.

Navitas Semiconductor, GaNFast, GaNSense, GaNSafe, GeneSiC, and the Navitas logo are trademarks or registered trademarks of Navitas Semiconductor Limited or affiliates. All other brands, product names and marks are or may be trademarks or registered trademarks used to identify products or services of their respective owners.

Contact Information
Navitas Semiconductor
Vipin Bothra
info@navitassemi.com

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/36ac1591-7f4c-4bcf-a73e-b9e45e4204c4

FAQ

What did Navitas (NVTS) announce on November 27, 2025 about its Asia distribution?

Navitas announced it consolidated its franchised distributor base and expanded a strategic distribution partnership with WT to serve Asia.

How will the NVTS and WT partnership affect product availability in Asia?

WT will provide expanded regional logistics and lead customer engagement to improve Navitas product availability and delivery speed.

Which Navitas technologies are covered by the WT distribution partnership (NVTS)?

The partnership covers Navitas GaNFast gallium nitride (GaN) and GeneSiC silicon carbide (SiC) power devices.

What customer segments will NVTS and WT target with the new distribution agreement?

They will target AI data centers, performance computing, energy and grid infrastructure, and industrial electrification customers.

Who will lead design‑in activities for Navitas products in Asia under the NVTS partnership?

WT will lead customer engagement and design‑in activities, backed by expanded technical and commercial resources.

Where can investors find more information about Navitas (NVTS) products and the partnership?

More information is available on Navitas Semiconductor's website at www.navitassemi.com.