Navitas Semiconductor Corp Stock Price, News & Analysis

Navitas Semiconductor (NVTS) has been recognized in Deloitte's Technology Fast 500™ for the third consecutive year, achieving 571% revenue growth from 2020 to 2023. The growth was driven by strong demand for their advanced gallium nitride (GaN) and silicon carbide (SiC) power components across multiple markets. The company is expanding its presence in mobile fast chargers, AI data centers, and EV markets, with new product introductions including GaNSafe™, Gen-3 'Fast' SiC, and a 48V-focused range in partnership with Infineon. These innovations target applications from 20W to 20MW, addressing a market opportunity exceeding $22B annually.

Navitas Semiconductor (Nasdaq: NVTS), a leading company in gallium nitride (GaN) power ICs and silicon carbide (SiC) technology, has announced its participation in the 13th Annual Roth Technology Conference. The event will take place on November 19th & 20th, 2025, at the Hard Rock Hotel in New York. Todd Glickman, CFO, and Stephen Oliver, VP Investor Relations, will be available for one-on-one meetings with investors. Interested parties can arrange meetings through Roth Capital Partners.

Navitas Semiconductor (NVTS) has unveiled the world's first 8.5 kW power supply unit (PSU) for AI and hyperscale data centers, achieving 98% efficiency through combined GaN and SiC technologies. The PSU features high-power GaNSafe and Gen-3 Fast SiC MOSFETs in 3-phase interleaved PFC and topologies, reducing component count by 25% compared to competitors. The unit operates at 180-264 Vac input, provides 54V output, and maintains a temperature range of -5°C to 45°C. The innovative design addresses power demands for next-generation AI servers, particularly those running NVIDIA's Blackwell GPUs, as currently 95% of data centers lack adequate power support.

Navitas Semiconductor (NVTS) reported Q3 2024 revenue of $21.7 million, slightly down from $22.0 million in Q3 2023. The company announced record sales in GaN mobile fast-chargers and introduced a new low-voltage GaN platform for 48V AI data centers, EV, and robotics markets. A strategic partnership with Infineon Technologies was established for customer dual sourcing. The company implemented a cost-reduction plan expected to save $2 million per quarter, including a 14% workforce reduction. Q4 2024 revenue guidance is set at $18.0-20.0 million with an expected non-GAAP gross margin of 40% ±50bps.

Navitas Semiconductor (Nasdaq: NVTS) will showcase groundbreaking power semiconductor innovations at CPEEC & CPSSC 2024 in Xi'an. The company will present the world's first 8.5 kW OCP AI data center power supply using GaNSafe and Gen-3 Fast SiC MOSFETs, alongside the highest power density 4.5 kW AI data center power supply. Their 'IntelliWeave' patented digital control achieves PFC peak efficiencies of 99.3% and reduces power losses by 30%. The company will also display a 6.6kW 2-in-1 EV on-board charger and introduce the new GaNSlim family for applications up to 500W, featuring autonomous EMI control and loss-less sensing.

Navitas Semiconductor (NVTS) announces groundbreaking developments in GaN and SiC technologies to be showcased at electronica 2024. The highlight is the world's first 8.5 kW power supply for AI data centers, utilizing GaNSafe power ICs and Gen-3 Fast SiC MOSFETs. The Gen-3 Fast GeneSiC MOSFETs deliver up to 25°C lower case temperature and 3x longer life compared to competitors. The company will also display GaNSense Motor Drives ICs, 650V bi-directional GaN demonstrator, and SiCPAK modules for various high-power applications. According to Yole Group, GaN and SiC products are expected to capture 30% of the power semiconductor market by 2027.

Navitas Semiconductor (NVTS) has announced it will release its third quarter 2024 financial results after market close on Monday, November 4th, 2024. The company will host a conference call and webcast at 2:00 p.m. Pacific / 5:00 p.m. Eastern time to discuss the results and answer questions from financial analysts. Investors can access the call via toll-free numbers (800) 715-9871 or (646) 307-1963 using Conference ID 2158932. A webcast replay will be available in the Investor Relations section of Navitas' website.

Navitas Semiconductor (Nasdaq: NVTS) is set to introduce 'IntelliWeave', a patented digital control technique for improving AI data center power supply efficiency, at the IEEE Energy Conversion Congress and Expo (ECCE) this month. IntelliWeave combines next-generation GaN and SiC semiconductors with innovative control strategies to achieve:

- Peak efficiencies up to 99.3% in Power Factor Control (PFC)
- 30% reduction in power losses compared to existing solutions
- Precision current sharing and ultra-fast dynamic response
- Zero voltage switching across the full-load range

The technology has been proven on a 500 kHz GaN-based interleaving 3.2 kW CrM PFC PSU. Navitas' Director, Tao Wei, will present on this novel digital control at ECCE 2024 in Phoenix, Arizona on October 21st.

Navitas Semiconductor (Nasdaq: NVTS) has announced GaNSlim™, a new generation of highly-integrated gallium nitride (GaN) power ICs. These devices offer the highest level of integration and thermal performance, simplifying and speeding up the development of small form factor, high-power-density applications up to 500 W.

Key features of GaNSlim include:

• Integrated drive, control, and protection
• Integrated EMI control and loss-less current sensing
• High thermal performance proprietary DPAK-4L package
• Ultra-low startup current below 10 µA
• Autonomous turn-on/off slew rate control
• Over-temperature protection and auto sleep-mode

Target applications include chargers for mobile devices and laptops, TV power supplies, and lighting. The NV614x GaNSlim family is rated at 700 V with RDS(ON) ratings from 120 mΩ to 330 mΩ, available for both isolated and non-isolated topologies, and comes with a twenty-year warranty.