Navitas Semiconductor Corp Stock Price, News & Analysis

Navitas Semiconductor (Nasdaq: NVTS) reported Q2 2025 financial results with revenue of $14.5 million, down from $20.5 million in Q2 2024. The company announced a strategic shift focusing on AI data centers and energy infrastructure, supported by a collaboration with NVIDIA and a $100 million capital raise through the sale of 20 million common shares.

Key developments include a new partnership with Powerchip for 8" GaN manufacturing, targeting lower costs and increased capacity. The company estimates a $2.6B market potential by 2030 for GaN and SiC technologies in AI data centers. For Q3 2025, Navitas expects revenues of $10.0 million ±$0.5 million with a non-GAAP gross margin of 38.5% ±50 basis points.

Navitas Semiconductor (Nasdaq: NVTS) announced that its GaNSense Control ICs will power Xiaomi's next-generation 90W GaN charger. The ultra-compact charger sets new industry standards, measuring just 34 × 45 × 34 mm and weighing only 65 grams - approximately half the size and a third the weight of typical GaN chargers.

The charger incorporates Navitas' NV9580 GaNSense Control power IC and NV9701 synchronous rectification controller IC, combining 4th generation GaN power with high-frequency control functionality. The technology delivers enhanced efficiency, reduced component count, and superior voltage breakdown protection up to 800V.

Navitas Semiconductor (Nasdaq: NVTS) has scheduled its Q2 2025 financial results announcement for Monday, August 4th, 2025, after market close. The company will host a conference call and webcast at 2:00 PM Pacific / 5:00 PM Eastern to discuss the results.

Investors and analysts can join via toll-free numbers (888) 596-4144 or (646) 968-2525 using Conference ID 8274952. A live webcast will be available, and a replay can be accessed through the company's Investor Relations website.

Navitas Semiconductor (NASDAQ:NVTS), a leading pure-play next-generation power semiconductor company specializing in gallium nitride (GaN) power ICs and silicon carbide (SiC) technology, announced its participation in the upcoming CJS Securities 25th Annual "New Ideas" Summer Conference.

CEO Gene Sheridan will deliver a presentation on July 10th, 2025, from 10:00 to 10:45 ET and participate in one-on-one meetings at the Metropolis Country Club in White Plains, NY. Interested parties can request registration by contacting info@cjs-securities.com.

Navitas Semiconductor (Nasdaq: NVTS) has announced a strategic partnership with Powerchip Semiconductor Manufacturing Corporation (PSMC) to initiate production and continue development of 200mm GaN-on-silicon technology. The production will take place at Powerchip's Fab 8B facility in Zhunan Science Park, Taiwan, utilizing an improved 180nm CMOS process.

The partnership will manufacture Navitas' GaN portfolio with voltage ratings from 100V to 650V, targeting growing demand in 48V infrastructure, AI data centers, and EVs. Initial device qualification is expected in Q4 2025, with 100V family production starting in 1H26. The 650V devices will transition from TSMC to Powerchip over the next 12-24 months.

This collaboration follows Navitas' recent partnerships with NVIDIA for 800V HVDC architectures, Enphase for next-generation IQ9 with GaNFast ICs, and Changan Automobile for GaN-based on-board chargers.

[ "Partnership enables improved manufacturing capabilities with advanced 180nm CMOS process", "Expected improvements in performance, power efficiency, integration, and cost", "Expansion of production capacity through additional manufacturing partner", "Strategic positioning for growing markets including AI data centers, EVs, and solar", "Recent partnerships secured with major companies (NVIDIA, Enphase, Changan)" ]

Navitas Semiconductor (Nasdaq: NVTS) has received the 'Outstanding Technical Collaboration Award' from VREMT Energy, a Geely subsidiary. The companies established a joint R&D Laboratory to advance EV power-system development using Navitas' GaNFast and GeneSiC semiconductor technologies.

Key achievements include the introduction of the industry's first automotive 'AEC-Plus' qualified SiC MOSFETs in HV-T2PaK package and automotive-grade GaNSafe ICs with AEC-Q100 and AEC-Q101 qualifications. These technologies enable improved efficiency, weight, and size for EV components, supporting major automotive OEMs including Volvo, ZEEKR, and SMART.

Navitas Semiconductor (NVTS) has partnered with BrightLoop to integrate its GeneSiC MOSFET technology into BrightLoop's hydrogen fuel-cell chargers for heavy-duty agricultural transportation. The collaboration features BrightLoop's high-performance multiverters achieving power conversion efficiencies over 98% and power densities up to 35 kW/kg and 60 kW/L. Navitas' automotive-qualified Gen 3 'Fast' SiC MOSFETs are integrated into BrightLoop's 250 kW HV-DC/DC converter, capable of 950VDC output at 480A, with potential for megawatt power scaling. The GeneSiC technology offers superior performance metrics, including up to 25°C lower case temperature, 3x longer life than competitors, and 20% lower RDS(ON) at high temperatures. The partnership aims to advance high-power density and high-reliability converter solutions for the hydrogen fuel-cell charging market.

Navitas Semiconductor (NVTS), a leading manufacturer of gallium nitride (GaN) power ICs and silicon carbide (SiC) technology, has announced its participation in two upcoming investor events. The company will attend the Baird 2025 Global Consumer, Technology & Services Conference on June 3, featuring a fireside chat with CEO Gene Sheridan from 8:30-9:00 ET at the InterContinental Barclay in New York. Additionally, NVTS will participate in the Rosenblatt 5th Annual Technology Summit focused on AI on June 11, with a virtual fireside chat from 10:00-10:45 ET featuring CEO Gene Sheridan and CFO Todd Glickman. Both events will be accessible via webcast and replay through the company's website.

Navitas Semiconductor (NVTS) has announced a strategic collaboration with NVIDIA to develop next-generation 800V HVDC architecture for data centers. This partnership aims to support NVIDIA's 'Kyber' rack-scale systems powering GPUs like Rubin Ultra. The new architecture will enable 1 MW IT racks and beyond, offering significant advantages over traditional 54V systems. Key benefits include: • 45% reduction in copper wire thickness • Up to 5% improvement in end-to-end power efficiency • 70% reduction in maintenance costs • Lower cooling costs Navitas will contribute its GaNFast™ and GeneSiC™ power semiconductors, featuring GaNSafe™ power ICs with advanced protection features and GeneSiC's proprietary 'trench-assisted planar' technology. The company has demonstrated its capabilities through recent achievements, including the world's first 8.5 kW AI data center power supply with 98% efficiency and a 12 kW PSU unveiled at Computex.