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 (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.
Navitas Semiconductor (NVTS) reported Q4 2024 and full-year financial results, highlighting record GaN revenues despite industry headwinds. Total revenue for Q4 2024 was $18.0 million, down from $26.1 million in Q4 2023. Full-year 2024 revenue grew 5% to $83.3 million.
The company secured $450 million in customer design-wins and expanded its customer pipeline by 92% to $2.4 billion. Notable growth was seen in Data Center and EV sectors, with AI driving the fastest-growing end-market. The company maintains a strong cash position of $86.7 million.
For Q1 2025, Navitas expects revenues between $13.0-15.0 million with a non-GAAP gross margin of approximately 38%. The company plans to unveil breakthrough power conversion technology on March 12th, expected to drive improvements in energy efficiency across multiple markets.
Navitas Semiconductor (NVTS) will showcase its latest advances in GaN and SiC technologies at APEC 2025 in Atlanta from March 16-20. The company will unveil a new 'paradigm in power conversion' during a live-streamed event on March 12th.
Key highlights include the world's first 8.5 kW AI data center power supply achieving 98% efficiency, and the highest power density AI power supply delivering 4.5 kW with 137 W/in3 and over 97% efficiency. The company will also present GaNSlim™, a new generation of integrated GaN power ICs for mobile devices and laptops, and automotive-qualified Gen-3 Fast SiC MOSFETs with trench-assisted planar technology.
The technology showcase demonstrates Navitas' commitment to transitioning from legacy silicon to next-generation power semiconductors, potentially saving over 6,000 megatons of CO2 per year by 2050.
Navitas Semiconductor (NVTS) has announced a groundbreaking live-streamed event scheduled for March 12th, 2025, where it will unveil significant innovations in power conversion technology. The company will present new developments in both semiconductor and system innovations, expected to enhance energy efficiency and power density while accelerating the adoption of gallium nitride (GaN) and silicon carbide (SiC) technologies over traditional silicon.
The event will feature presentations from company co-founders Gene Sheridan (CEO), Dan Kinzer (CTO, COO), and Jason Zhang (VP Engineering), who will detail the technology, provide specific application examples, and discuss market impacts and business opportunities. The presentation will be streamed twice, at 8 am PST and 6 pm PST, with Chinese and English language options available.
Navitas Semiconductor (NVTS) has announced its schedule to report Q4 and full year 2024 financial results on Monday, February 24th, 2025, after market close. The company will host a conference call and webcast at 2:00 p.m. Pacific / 5:00 p.m. Eastern on the same day, where management will present financial results and answer analyst questions.
Following the earnings call, Navitas will participate in three major investor events: the Susquehanna 14th Annual Technology Conference (February 28th, virtual), the Morgan Stanley Technology, Media & Telecom Conference (March 3rd, San Francisco), and the 37th Annual Roth Conference (March 17th, Dana Point). CFO Todd Glickman will attend all events, while CEO Gene Sheridan will join for the Morgan Stanley conference, which includes a fire-side chat at 2:35pm Pacific.