[8-K] Navitas Semiconductor Corp Reports Material Event

Rhea-AI Filing Summary

Navitas Semiconductor Corporation (NVTS) reported that it has entered into a long-term strategic partnership with GlobalFoundries to strengthen and accelerate U.S.-based gallium nitride (GaN) technology, design, and manufacturing. The companies plan to co-develop advanced GaN power solutions for high-power uses such as AI datacenters, performance computing, energy and grid infrastructure, and industrial electrification.

The arrangement is described as a strategic collaboration rather than a specific financial transaction, and was announced through a joint press release furnished under Regulation FD.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): November 20, 2025

Navitas Semiconductor Corporation

(Exact name of registrant as specified in its charter)

Delaware

001-39755

85-2560226

(State or other jurisdiction

(Commission File Number)

(IRS Employer Identification No.)

of incorporation)

3520 Challenger Street,

Torrance,

California

90503-1640

(Address of principal executive offices)

(Zip Code)

Registrant’s telephone number, including area code: (844) 654-2642

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligations of the registrant under any of the following provisions:

☐						Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐						Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐						Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐						Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Class A Common Stock, par value $0.0001 per share			NVTS			The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01. Regulation FD Disclosure.

On November 20, 2025, Navitas Semiconductor Corporation (“Navitas” or the “Company”) and GlobalFoundries (“GF”) jointly announced that Navitas and GF have entered into a long-term strategic partnership to strengthen and accelerate U.S.-based gallium nitride (“GaN”) technology, design, and manufacturing. Under this partnership, the companies will collaborate to develop and deliver advanced GaN solutions for high-power applications requiring leading efficiency and power density, including AI datacenters, performance computing, energy and grid infrastructure, and industrial electrification.

The joint press release announcing the Company’s collaboration with GlobalFoundries is included as Exhibit 99.1 to this report and incorporated in this Item 7.01 by reference.

The information in this report, including Exhibit 99.1, is being furnished pursuant to Item 7.01 of Form 8-K and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section. The information in this Item 7.01 shall not be incorporated by reference into any filing under the Securities Act of 1933 or the Securities Exchange Act of 1934, except as expressly set forth by specific reference in such a filing.

Forward-Looking Statements

Statements and information in this report that are not historical are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and are made pursuant to the “safe harbor” provisions of such Act. 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 that predict or indicate future events or trends or that are not statements of historical matters. 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. The risks, uncertainties, assumptions and other factors that could cause actual events or results to differ from the events or results predicted or implied by our forward-looking statement include those risk factors discussed in our filings with the SEC, including those disclosed under the caption “Risk Factors” in our annual report on Form 10-K for the year ended December 31, 2024 and subsequent quarterly reports. Navitas may elect to update these forward-looking statements at some point in the future, but specifically disclaims any obligation to do so.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits.

Exhibit Number						Description
99.1						Press release dated November 20, 2025
104						Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

						NAVITAS SEMICONDUCTOR CORPORATION
Dated: November 20, 2025
						By:			/s/ Chris Allexandre
									Chris Allexandre
									President and Chief Executive Officer

FAQ

What did Navitas Semiconductor (NVTS) announce in this 8-K?

Navitas Semiconductor announced a long-term strategic partnership with GlobalFoundries to develop and manufacture advanced gallium nitride (GaN) power solutions in the United States.

Who is Navitas Semiconductor partnering with and for what purpose?

Navitas is partnering with GlobalFoundries to collaborate on U.S.-based GaN technology, design, and manufacturing for high-power applications including AI datacenters and energy infrastructure.

Which applications are targeted by the Navitas–GlobalFoundries GaN partnership?

The partnership targets high-power applications such as AI datacenters, performance computing, energy and grid infrastructure, and industrial electrification, where high efficiency and power density are important.

Does this Navitas (NVTS) 8-K include new financial results or earnings data?

No, this 8-K focuses on a strategic GaN partnership with GlobalFoundries and does not present new financial or earnings data.

Is the Navitas and GlobalFoundries announcement considered filed or furnished?

The information about the Navitas–GlobalFoundries collaboration, including the press release, is being furnished under Item 7.01 of Regulation FD and is not deemed filed for purposes of Section 18 of the Exchange Act.

Where can investors find more detail on the Navitas–GlobalFoundries partnership?

Additional detail is provided in the joint press release dated November 20, 2025, which is included as Exhibit 99.1 to this report.