Navitas Semiconductor Corp Stock Price, News & Analysis

Navitas Semiconductor (NVTS) has scheduled its Q1 2025 financial results announcement for Monday, May 5th, 2025, after market close. The company will host a conference call and live webcast at 2:00 p.m. Pacific / 5:00 p.m. Eastern the same day.

Investors and analysts can access the conference call via toll-free numbers (888) 596-4144 or (646) 968-2525 using Conference ID: 2033529. A live webcast will be available, and a replay can be accessed through the Investor Relations section of Navitas' website.

Navitas Semiconductor (NVTS) has unveiled its latest SiCPAK™ power modules featuring advanced epoxy-resin potting technology and proprietary trench-assisted planar SiC MOSFET technology. The new 1200V modules demonstrate 5x lower thermal resistance increase after thermal shock testing compared to conventional silicone-gel-filled modules.

Key features include:

• Enhanced reliability in high-humidity environments
• Up to 20% lower losses and cooler operation
• Superior isolation test performance compared to silicone-gel modules
• Available in ratings from 4.6 mΩ to 18.5 mΩ

The modules target multiple applications including EV DC fast chargers, industrial motor drives, power supplies, solar inverters, energy storage systems, industrial welding, and induction heating. The products are immediately available for mass production with optional pre-applied Thermal Interface Material.

Navitas Semiconductor (NVTS) has achieved a significant milestone with its high-power GaNSafe™ ICs receiving both AEC-Q100 and AEC-Q101 automotive qualifications. The company's 4th generation GaNSafe family integrates advanced features including 350ns max latency short-circuit protection, 2kV ESD protection, and programmable slew rate control, all managed through a simplified 4-pin interface.

The qualification validates both discrete power FET stage and IC solution compliance with automotive standards. Navitas' comprehensive reliability report, analyzing over 7 years of production data, demonstrates field failure rates approaching 100 parts per billion (ppb) across more than 250 million shipped units.

In March 2025, Navitas also introduced the first 650V Bi-Directional GaNFast ICs with IsoFast Drivers, enabling single-stage topologies in AC-DC and AC-AC conversion. This innovation promises up to 10% cost savings, 20% energy savings, and 50% size reductions in EV on-board chargers.

Navitas Semiconductor (NVTS) has partnered with Great Wall Power to develop a groundbreaking 2.5kW ultra-high power density DC-DC converter for AI data centers, powered by Navitas' GaNSense technology. The converter achieves a world-leading power density of 92.36W/cm³, delivering 8x more power than traditional silicon designs.

The solution features a half-load efficiency of 97.9% and operates within a 320-420 VDC input range, meeting Open Compute Project (OCP) efficiency guidelines. The converter utilizes Navitas' GaNSense NV6169, a 650V, 45 mΩ device that provides 50% more power than previous designs, with industry-first features including loss-less current sensing and rapid short-circuit protection.

This partnership aims to advance 400V-DC power architecture for AI data centers, telecommunications, and industrial equipment, focusing on smaller size, higher efficiency, and greater independence to enhance computing power while reducing energy consumption.

Navitas Semiconductor (NVTS) and GigaDevice have announced a strategic partnership to establish a joint laboratory focused on integrating Navitas' GaNFast™ ICs with GigaDevice's microcontrollers. The collaboration aims to accelerate the adoption of GaN and SiC technologies in AI data centers, electric vehicles, solar, and energy storage systems.

The partnership combines Navitas' expertise in next-generation power semiconductor technology with GigaDevice's advanced MCU capabilities. GigaDevice, a leader in China's MCU market with over 2 billion units shipped, brings its GD32 high-performance MCU series to the collaboration. Navitas contributes its GaNFast™ power ICs, which enable 3x more power and 3x faster charging in half the size compared to traditional silicon devices.

The joint R&D laboratory will focus on developing intelligent and efficient power management solutions, optimizing MCUs for high-frequency switching characteristics and fast I/O capabilities.

Navitas Semiconductor (NVTS) has partnered with Great Wall to develop a groundbreaking 2.5kW ultra-high power density DC-DC converter for AI data centers, powered by Navitas' GaNSense technology. The converter achieves the world's highest power density of 92.36W/cm³, delivering 8x more output power than traditional silicon designs.

The solution features a half-load efficiency of 97.9% and operates within a 320-420 VDC input range, meeting Open Compute Project (OCP) efficiency guidelines. The converter utilizes Navitas' GaNSense NV6169, a 650V, 45 mΩ device that provides 50% more power than previous designs, featuring industry-first capabilities like loss-less current sensing and rapid short-circuit protection.

This advancement supports the emerging trend of 400V independent cabinet architecture in AI data centers, enabling increased GPU computing power while reducing energy consumption and supporting sustainability goals.

Navitas Semiconductor (NVTS) has announced that its GaNSafe and Gen 3 'Fast' SiC MOSFETs enable their AI data center power supply unit (PSU) reference designs to achieve system efficiencies of 96.5% to 98%. The company's portfolio includes 3.2kW, 4.5kW, and 8.5kW PSU designs aimed at meeting the new 80 PLUS® Ruby certification, the most rigorous PSU efficiency standard in 14 years.

The Ruby certification requires an additional 1% system efficiency across most load conditions compared to the previous Titanium standard. Each Ruby-certified 3.2 kW CRPS185 PSU can save up to 420 kilowatt-hours over a 3-year lifetime, equivalent to over 400 kg of CO2 emissions reduction.

Navitas has demonstrated leadership in AI data center solutions with achievements including a 40% smaller 3.2 kW CRPS, a 4.5 kW CRPS with 137 W/in3 density and 97% efficiency, and the world's first 8.5 kW AI data center power supply reaching 98% efficiency. The company's IntelliWeave digital control technique, combined with their semiconductors, enables PFC peak efficiencies of 99.3%.

Navitas Semiconductor (NVTS) has announced that its portfolio of 3.2kW, 4.5kW, and 8.5 kW AI data center power supply unit (PSU) designs exceed the new 80 PLUS 'Ruby' certification, the highest efficiency standard for data center PSUs. The Ruby certification, announced in January 2025, requires 96.5% efficiency and sets a 1% higher system efficiency across most load conditions compared to the previous Titanium standard.

Each Ruby-certified 3.2 kW CRPS185 PSU can save up to 420 kilowatt-hours over three years, equivalent to over 400 kg of CO2 emissions reduction. Navitas' solutions, powered by GaNSafe™ ICs and GeneSiC™ Gen 3 'Fast' SiC MOSFETs, have achieved notable milestones, including a 40% smaller 3.2 kW CRPS, a 4.5 kW CRPS with 137 W/in3 density and 97% efficiency, and the world's first 8.5 kW AI data center power supply reaching 98% efficiency.

Navitas Semiconductor (Nasdaq: NVTS) has unveiled groundbreaking 650V bi-directional GaNFast ICs and high-speed isolated gate-drivers, enabling a shift from two-stage to single-stage topologies in power conversion. This innovation targets multi-billion dollar markets including EV charging, solar inverters, energy storage, and motor drives.

The new technology consolidates traditional two-stage power converters into a single, high-efficiency stage, eliminating bulky capacitors and input inductors. The solution delivers impressive benefits:

• Up to 10% cost savings
• 20% energy savings
• Up to 50% size reductions

The initial product lineup includes the NV6427 (100 mΩ) and NV6428 (50 mΩ) GaNFast ICs, alongside NV1702 and NV1701 IsoFast drivers. A leading EV and solar micro-inverter manufacturer has already begun implementing these single-stage BDS converters. The bi-directional GaNFast ICs are currently available in mass production, while IsoFast samples are available to qualified customers.