Navitas, Cyient Semiconductors Enter into a Strategic Partnership to Accelerate GaN Adoption in India’s AI, Mobility, Industrial, and Energy Markets 

Rhea-AI Summary

Navitas Semiconductor (Nasdaq: NVTS) and Cyient Semiconductors announced a strategic long-term partnership on December 8, 2025 to accelerate adoption of GaN technology in India.

The collaboration intends to co-develop GaN products, digital and mixed-signal ICs, GaN system modules, and design enablement platforms targeting AI data centers, electric mobility, performance computing, energy grid infrastructure and industrial electrification. The partners aim to build a local GaN supply chain and manufacturing ecosystem aligned with India’s “Make in India” initiative to shorten time-to-market and provide local procurement, engineering collaboration, and technical support.

Market Reality Check

$9.65 Last Close

Volume Volume 12,407,677 is below the 20-day average of 22,178,888, suggesting muted trading interest ahead of this partnership news. low

Technical Shares at 9.48 are trading above the 200-day moving average of 6.06, indicating a pre-existing upward trend.

Peers on Argus 1 Up

Peer moves were mixed: HIMX up 7.08%, MXL up 1.89%, AOSL down 2.12%, while LASR and CEVA were nearly flat. Momentum scanner only flagged POET up 4.13% without news, pointing to company-specific rather than broad sector drivers for NVTS.

Historical Context

Date	Event	Sentiment	Move	Catalyst
Dec 01	Product portfolio launch	Positive	+0.2%	New 3300V and 2300V ultra-high-voltage SiC MOSFET portfolio introduction.
Nov 20	Strategic partnership	Positive	-2.2%	Long-term GaN manufacturing partnership with GlobalFoundries for high-power uses.
Nov 17	Investor conference	Neutral	-4.7%	Participation in UBS Global Technology and AI Conference for investor meetings.
Nov 07	Private placement	Negative	-11.3%	Announced $100M private placement of common stock at $6.75 per share.
Nov 03	Earnings update	Negative	-9.0%	Q3 2025 results with revenue decline and continued operating losses.

Pattern Detected

News on partnerships and capital raising has often been followed by negative price reactions, even when strategically positive, while product launches have seen modestly positive responses.

Recent Company History

Over the last few months, Navitas has shifted focus toward high-power markets, with Q3 2025 results showing lower revenue of $10.1M and ongoing losses, followed by a $100M private placement to fund its "Navitas 2.0" strategy. Strategic partnerships, including with GlobalFoundries for U.S. GaN manufacturing and ongoing AI data center collaborations, underline a push into AI, grid, and industrial segments. Historically, partnership and financing announcements have often coincided with short-term share price weakness despite their strategic positioning.

Market Pulse Summary

This announcement establishes a long-term GaN partnership in India, targeting AI data centers, mobility, industrial and energy markets using Navitas’ existing technologies plus India-tailored products. It complements earlier AI-focused collaborations and follows recent financing that bolstered cash. Investors may monitor how quickly local supply-chain buildout, OEM adoption, and product co-development translate into revenue, especially given prior declines in sales and continued operating losses highlighted in recent filings.

Key Terms

gallium nitride technical

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

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.

silicon carbide technical

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

Silicon carbide is a hard, durable material made from silicon and carbon, often used in industrial applications like cutting tools and electronics. Its ability to withstand high temperatures and conduct electricity efficiently makes it valuable in manufacturing advanced electronic devices. For investors, companies working with silicon carbide are seen as key players in the growing market for high-performance electronics and energy-efficient technologies.

oems technical

"accelerate time to market for developers and OEMs across the region."

OEMs, or Original Equipment Manufacturers, are companies that produce the main components or products that other companies use to build finished goods. For investors, OEMs are important because their performance can influence the supply chain, manufacturing costs, and overall market trends in industries like technology, automotive, and electronics. Their success often reflects broader economic health and consumer demand.

AI-generated analysis. Not financial advice.

TORRANCE, Calif. and HYDERABAD, India, Dec. 08, 2025 (GLOBE NEWSWIRE) -- Navitas Semiconductor Corporation (Nasdaq: NVTS), the industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors and Cyient Semiconductors Private Limited, a fast-growing provider of ASIC, ASSP and power solutions provider have announced a strategic long-term partnership intended to advance the adoption of GaN technology in India and establish a complete, end-to-end GaN ecosystem.

Through this partnership, Navitas Semiconductor and Cyient Semiconductors intend to co-develop GaN products, digital and mixed signal ICs,  GaN based system modules and design enablement platforms targeting India’s high voltage, high power market segments such as AI data centers, electric mobility, performance computing, energy grid infrastructure and industrial electrification.

The partnership seeks to build a robust local supply chain and manufacturing ecosystem in support of the Indian Government’s “Make in India” initiative. In addition, through this partnership Navitas and Cyient Semiconductor aims to deploy IC technology in accelerating solution development for high voltage and high-power markets.

This is expected to include products based on Navitas’ existing GaN technologies, along with new products tailored for India’s unique market needs. Cyient Semiconductors’ work in establishing a secure local supply chain and ecosystem for GaN products in India will further accelerate time to market for developers and OEMs across the region.

Suman Narayan, CEO, Cyient Semiconductors, said: “This partnership represents a pivotal step in India’s semiconductor future in solving the complexities of power delivery at high voltages. By combining Navitas' proven GaN technology with Cyient Semi's design, manufacturing, and supply-chain strengths, we’re creating a self-sustaining ecosystem that will accelerate the market adoption of GaN. Our goal is to make GaN accessible to every OEM looking to design, build, and scale from India.”

“I believe the growth of GaN technology in India will exceed global trends, and Cyient Semiconductors is the perfect partner for Navitas to drive this revolution,” said Chris Allexandre, President and CEO of Navitas. “Together, Navitas and Cyient will power India’s vision of India for India – innovation, by India, for the world.”

This initiative is intended to empower Indian design houses and OEMs with locally sourced GaN components and manufacturing support, enabling faster development cycles and reducing barriers to GaN adoption in India. It also reinforces Cyient Semiconductors’ ambition to driving semiconductor innovation, localization, and scalability across critical technology sectors.

This collaboration between Cyient Semiconductors and Navitas establishes a direct channel for Indian customers to access GaN technology, along with reliable procurement, engineering collaboration and technical support.

For more information on the partnership and products please visit https://navitassemi.com/ or https://cyientsemi.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.

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.

Cautionary Statement Regarding Forward-Looking Statements

This press release includes “forward-looking statements” within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements are attempts to predict or indicate future events or trends or similar statements that are not a reflection of historical fact. Forward-looking statements may be identified by the use of words such as “we expect” or “are expected to be,” “estimate,” “plan,” “project,” “forecast,” “intend,” “anticipate,” “believe,” “seek,” or other similar expressions. Forward-looking statements are made based on estimates and forecasts of financial and performance metrics, projections of market opportunity and market share and current indications of customer interest, all of which are based on various assumptions, whether or not identified in this press release. All such statements are based on current expectations of the management of Navitas and Cyient and are not predictions of actual future performance. Forward-looking statements are provided for illustrative purposes only and are not intended to serve as, and must not be relied on by any investor as, a guarantee, an assurance, a prediction or a definitive statement of fact or probability. Actual events and circumstances are difficult or impossible to predict and will differ from assumptions and expectations. Many actual events and circumstances that affect performance are beyond the control of Navitas and/or Cyient, and forward-looking statements are subject to a number of uncertainties. Our businesses are subject to certain risks that could materially and adversely affect our respective business, financial condition, results of operations, or the value of our securities. For Navitas, these and other risk factors are discussed in the Risk Factors section beginning on p. 15 of our annual report on Form 10-K for the year ended December 31, 2024, as updated in the Risk Factors section of our most recent quarterly report on Form 10-Q, and in other documents we file with the SEC. If any of these risks, as discussed in more detail in our SEC reports, materialize or if our assumptions underlying forward-looking statements prove to be incorrect, actual results could differ materially from the results implied by these forward-looking statements.

Navitas Contact Information
Vipin Bothra
info@navitassemi.com

Navitas Investor Contacts
Leanne Sievers | Brett Perry
Shelton Group
sheltonir@sheltongroup.com

Cyient Semiconductors Contact
Phalguna Hari jandhyala
phalguna.harijandhyala@cyient.com

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/4d5b6ee8-7f4f-4511-821c-be13d83e1c6a

FAQ

What did Navitas (NVTS) and Cyient Semiconductors announce on December 8, 2025?

They announced a strategic long-term partnership to co-develop GaN products and build a local GaN ecosystem in India.

How will the Navitas (NVTS) and Cyient partnership affect GaN adoption in India?

The partnership aims to accelerate adoption by providing co-developed GaN ICs, system modules, local manufacturing, and supply-chain support for OEMs and design houses.

Which markets will Navitas (NVTS) and Cyient target with their GaN collaboration in India?

They are targeting AI data centers, electric mobility, performance computing, energy grid infrastructure, and industrial electrification.

Does the Navitas (NVTS) and Cyient deal include manufacturing in India under Make in India?

Yes, the companies intend to build a local supply chain and manufacturing ecosystem aligned with the Make in India initiative.

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

More information is available on the companies' websites: navitassemi.com and cyientsemi.com.