Navitas Unveils 5th Generation SiC Trench-Assisted Planar (TAP) Technology
Rhea-AI Summary
Navitas (Nasdaq: NVTS) launched its 5th-generation GeneSiC Trench-Assisted Planar (TAP) 1200V SiC MOSFET platform on Feb 12, 2026, targeting AI data centers, grid & energy infrastructure, and industrial electrification.
The platform reports a 35% improved RDS,ON × QGD FoM, ~25% better QGD/QGS ratio, AEC-Plus qualification, 3x longer static high-temperature/high-voltage stress testing, and extrapolated gate-oxide reliability >1 million years at 18V/175°C.
Positive
- RDS,ON × QGD FoM improved 35% versus prior 1200V generation
- QGD/QGS ratio ~25% improvement enabling higher-speed switching
- AEC-Plus qualification with 3x longer HTRB/HTGB stress testing
- Gate-oxide reliability extrapolated >1 million years at 18V/175°C
Negative
- None.
Key Figures
Market Reality Check
Peers on Argus
Sector peers showed mixed action: in the scanner, HIMX moved down -3.999999910593033%, while broader peer list shows modest single-digit moves, suggesting this TAP SiC launch is more stock-specific than part of a broad semiconductor swing.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Feb 09 | AI power platform | Positive | +4.1% | Launch of 10 kW all-GaN 800 V DC-DC platform for AI data centers. |
| Jan 28 | Earnings date set | Neutral | +6.6% | Scheduled Q4 and full-year 2025 earnings release and conference call. |
| Jan 07 | Conference appearance | Neutral | +1.2% | Presentation and investor meetings at the Needham Growth Conference. |
| Dec 11 | Distribution expansion | Positive | -6.4% | Global expansion of Avnet distribution for GaNFast and GeneSiC products. |
| Dec 08 | Strategic partnership | Positive | +1.3% | Long-term GaN partnership with Cyient targeting AI and energy markets in India. |
Recent technology and strategic announcements often saw positive 24h moves, though the Avnet distribution expansion drew a -6.43% divergence, highlighting occasionally inconsistent reactions to otherwise constructive news.
Over the last few months, Navitas reported several AI and power-conversion milestones. On Feb 9, 2026, a 10 kW all‑GaN DC‑DC platform for 800 V AI data centers coincided with a +4.06% move. An earnings-date announcement on Jan 28, 2026 and a Needham conference appearance on Jan 7, 2026 also saw positive reactions. A global Avnet distribution expansion on Dec 11, 2025 led to a -6.43% drop, while a Cyient AI partnership on Dec 8, 2025 was followed by a small gain.
Market Pulse Summary
This announcement introduces Navitas’ 5th‑generation GeneSiC TAP SiC MOSFETs, highlighted by 1200 V devices, a 35% better RDS,ON × QGD figure of merit, and extrapolated gate‑oxide lifetimes beyond 1 million years at 18 V and 175°C. It follows recent AI data‑center platform news and strategic partnerships, reinforcing a roadmap in high‑voltage power electronics. Investors may watch for upcoming product releases, design wins in AI data centers and grid infrastructure, and how these translate into future earnings reports.
Key Terms
mosfet technical
eoss technical
emi technical
AI-generated analysis. Not financial advice.
The latest GeneSiC™ 5th Generation Trench-Assisted Planar (TAP) SiC MOSFET technology delivers significant improvements in performance, reliability, and robustness for AI data centers, grid and energy infrastructure and, industrial electrification
TORRANCE, Calif., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), an industry leader in GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced the launch of its 5th-generation GeneSiC technology platform. The High Voltage (HV) SiC Trench-Assisted Planar (TAP) MOSFET technology represents a significant technological leap over previous generations and will deliver an industry leading 1200V line of MOSFETs. It complements Navitas’ ultra-high voltage (UHV) 2300 V and 3300 V technologies from the 4th generation GeneSiC platform, extending Navitas’ lead in AI data centers, grid and energy infrastructure, and industrial electrification.
The 5th generation MOSFET platform features Navitas’ most compact TAP architecture yet, combining the ruggedness of a planar gate with best-in-class performance figures of merit enabled by a trench structure in the source region while also elevating the efficiency and life-time reliability for high-voltage power electronics.
The 5th generation platform achieves a new benchmark in power conversion through a
High-speed switching is further fortified by ~
The 5th generation technology delivers significant improvement in dynamic performance by optimizing the RDS(ON) × EOSS characteristic while also integrating a "Soft Body-Diode" technology to further enhance system stability by minimizing electromagnetic interference (EMI) and ensuring smoother commutation during high-speed switching cycles.
AEC-Plus grade qualification of this generation ensures long-term stability and durability for AI data centers, energy and grid infrastructure applications. Key reliability benchmarks include:
- Extended stress testing: 3x longer duration for static high-temperature, high-voltage testing (HTRB, HTGB, and HTGB-R).
- Advanced switching reliability testing: Dynamic reverse bias (DRB) and dynamic gate switching (DGS) to represent stringent fast-switching application mission-profiles.
- Industry-leading stability: Lowest VGS,TH shift over extended switching stress periods for stable long-term efficiency.
- Extreme gate oxide reliability: Extrapolated gate-oxide failure time exceeding 1 million years at operating VGS at 18V and 175°C.
- Enhanced cosmic ray resilience: Exceptionally low FIT (Failure In Time) rates, ensuring mission-critical reliability in high-altitude and high-uptime environments.
"Our customers are redefining the boundaries of power conversion in AI data centers and energy infrastructure, and Navitas is marching along with them in every step of the way," said Paul Wheeler, VP & GM of Navitas’ SiC Business Unit. He added, "significant technological improvements in our 5th generation GeneSiC technology underscore Navitas’ commitment to delivering industry-leading performance and reliability in silicon carbide MOSFETs."
A white paper on Trench-Assisted Planar technology is available for free download from the Navitas website.
Navitas will be announcing new products in this 5th generation technology platform during the coming months. For further information on this technology, please contact your Navitas Representative or write to info@navitassemi.com.
*Navitas uses the term ‘AEC-Plus’ to indicate parts exceeding AEC-Q101 and JEDEC standards for reliability testing based on Navitas test results.
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.
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 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 forward-looking statements are subject to a number of uncertainties. Our business is subject to certain risks that could materially and adversely affect our business, financial condition, results of operations, or the value of our securities. 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. Examples of some of these risk factors include:
- Risks Related to High-Power Markets: We intend to focus on AI data centers, performance computing, energy and grid infrastructure and industrial electrification, and a de-emphasise mobile and consumer products. We may not successfully execute our strategic transition to these new markets and customer applications, which could adversely affect our business, results of operations, and financial condition. This strategic realignment entails significant operational, technical, and market risks. Our success in these markets depends on factors including our ability to (i) develop and scale semiconductor solutions that meet demanding power, efficiency, and performance requirements of our customers; (ii) compete against established incumbents with substantial R&D and manufacturing resources; (iii) anticipate rapidly evolving customer needs and technological standards in these high-power and high-performance segments; and (iv) secure design wins and long-term supply agreements in new and unfamiliar market segments.
- Market Acceptance and Addressable Market Uncertainty: The demand for our products, and our customers’ products, in new or emerging markets is difficult to forecast, as customer preferences may not be fully known and can evolve rapidly. Further, demand for our products depends on the acceptance of underlying new and developing system architectures. For example, our predictions for the use of GaN- and SiC-based products in 800V AI data center power applications depend on assumptions regarding the acceptance and growth of 800V systems themselves.
- Unpredictable Competitive Dynamics and Industry Conditions: To the extent our products reshape or create new market landscapes, the competitive environment may evolve in unexpected ways. For example, new competitors may emerge, or traditional competitors with established R&D and manufacturing resources, and long-standing customer relationships, may choose to offer competitive GaN or high-voltage SiC solutions. In addition, the semiconductor sector is known for cyclical volatility. This inherent unpredictability is amplified in new and emerging markets, where demand can swing sharply due to macroeconomic events, supply chain shocks, regulatory changes, or technology cycles.
- Other Risk Factors: Other risk factors include Navitas’ ability to diversify its customer base and develop relationships in new markets or regions; the possibility that the expected growth of our business will not be realized, or will not be realized within expected time periods, due to the above factors as well as others; Navitas’ ability to scale its technology into new markets and applications; the effects of competition on Navitas’ business, including actions of competitors with an established presence and resources in markets we hope to penetrate or by competitors to take market share in the markets we are deprioritizing; the level of demand in our customers’ end markets and our customers’ ability to predict such demand, both generally and with respect to successive generations of products or technology; Navitas’ ability to attract, train and retain key qualified personnel; changes in government trade policies, including the imposition of tariffs and the regulation of cross-border investments, particularly involving the United States and China; other regulatory developments in the United States, China and other countries; the impact of events such as epidemics and pandemics in locations where our products are manufactured and sold; and Navitas’ ability to protect its intellectual property rights.
Contact Information
Navitas Semiconductor
Vipin Bothra, VP Solution Marketing and Partnerships,
info@navitassemi.com
Investor Contacts
Leanne Sievers | Brett Perry
Shelton Group
sheltonir@sheltongroup.com
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/87b765b9-eb0c-409f-aaad-e606afa958ee
FAQ
What performance gains does Navitas' Feb 12, 2026 GeneSiC 5th-gen (NVTS) deliver?
How does the new NVTS GeneSiC 5th-gen improve switching reliability for data centers?
What reliability qualifications accompany Navitas' 5th-gen SiC MOSFETs (NVTS)?
Does Navitas' 5th-gen SiC offer EMI and commutation improvements for high-speed switching?
When will Navitas release products based on the 5th-generation GeneSiC platform (NVTS)?
