Navitas Semiconductor Corporation develops next-generation power semiconductors built around gallium nitride and silicon carbide technologies. Its GaNFast power ICs integrate GaN power, drive, control, sensing and protection functions, while GeneSiC devices serve high-voltage SiC power applications. Company updates frequently address AI data centers, performance computing, energy and grid infrastructure, industrial electrification, e-mobility, telecommunications and fast-charging markets.
Recurring Navitas news covers financial results, the company’s shift toward high-power markets, product platforms such as DC-DC power delivery boards, technology licensing and supply-chain partnerships, and governance changes including finance leadership and board appointments.
Navitas Semiconductor (Nasdaq: NVTS) announced participation in three upcoming investor conferences, where it will also host one-on-one meetings with portfolio managers and analysts. The company will join the virtual Rosenblatt Technology Summit: The Age of AI on August 18, 2026, the Jefferies Semiconductor, IT Hardware & Communications Technology Conference in Chicago on August 25, 2026, and the Deutsche Bank Technology Conference in Dana Point, California on August 27, 2026. Meetings with Navitas management can be requested through sales representatives at the respective hosting firms.
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Navitas Semiconductor (Nasdaq: NVTS) reported unaudited second quarter 2026 revenue of $10.5 million, up 22% sequentially from Q1 but below $14.5 million in Q2 2025. High-power markets grew more than 50% year-over-year, supporting the company’s Navitas 2.0 shift away from mobile and low-end consumer toward AI infrastructure, grid and energy applications.
GAAP gross margin was 0.4%, including roughly $4 million of intangible amortization, while non-GAAP gross margin improved to 39.5%. GAAP net loss reached $228.2 million due largely to a $203.1 million non-cash earnout remeasurement; non-GAAP net loss was $9.3 million. Cash and equivalents rose to $557.4 million.
For Q3 2026, Navitas guides revenue to $13.5 million ± $0.5 million (about 28% sequential growth), non-GAAP gross margin around 39.7%, and non-GAAP operating expenses of $15.5–$17.5 million, expecting a return to year-over-year revenue growth and continued high-power mix expansion.
Navitas Semiconductor (Nasdaq: NVTS) and Magnachip Semiconductor (NYSE: MX) announced a strategic partnership to accelerate adoption of silicon carbide (SiC) in high-voltage and ultra-high-voltage power markets. Magnachip will license Navitas’ GeneSiC Gen 4 and Gen 5 Trench-Assisted Planar (TAP) SiC technologies covering 1200 V, 2300 V, 3300 V and higher.
Magnachip gains access to Navitas’ SiC supply chain and materials ecosystem, with the technology planned to be ported, qualified and internalized at Magnachip’s fab in South Korea. According to Navitas, the licensed platforms target next-generation energy and grid infrastructure, energy storage, industrial electrification, automotive and other high-power systems, with broader collaboration beyond SiC expected to be detailed later.
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Navitas Semiconductor (Nasdaq: NVTS) will report Q2 2026 financial results on Monday, July 27, 2026, after market close.
President and CEO Chris Allexandre and CFO Tonya Stevens will host a conference call at 2:00 p.m. Pacific Time for analysts and investors, with a live and archived webcast via the Investor Relations website.
Navitas Semiconductor (Nasdaq: NVTS) introduced the UHV-TO-247-4-ISO isolated through-hole package for GeneSiC SiC MOSFETs from 1200 V to 3300 V.
The package offers >6000 V integrated isolation, >12 mm creepage, direct-cooled reflow-compatible thermal pad, up to 60% lower RTH,J-HS and up to 150% higher power dissipation capability.
Navitas Semiconductor (Nasdaq: NVTS) is collaborating within the NVIDIA MGX AI Factory ecosystem to support emerging 800 VDC AI data center architectures. The company is showcasing an 800 V-to-6 V GaNFast™ PDB at COMPUTEX 2026, targeting 97.5% efficiency, 1 MHz operation, and 2100 W/in³ power density.
Navitas Semiconductor (Nasdaq: NVTS) announced participation in two upcoming investor conferences. CEO Chris Allexandre and CFO Tonya Stevens will attend and host one-on-one meetings with investors and analysts.
Events include the Craig-Hallum Institutional Investor Conference on May 28, 2026 in Minneapolis and the Evercore Global TMT Conference on June 3, 2026 in San Francisco, featuring a 2:10 p.m. PT fireside chat with a live and archived webcast.
Navitas Semiconductor (Nasdaq: NVTS) will showcase next‑generation GaNFast and GeneSiC SiC power solutions at PCIM Europe 2026 in Nuremberg, June 9–11. Demonstrations target AI data centers, energy and grid infrastructure, and industrial electrification, including 800 VDC platforms, solid-state transformer topologies, and GaN-based motor-drive ICs.