Navitas Semiconductor: The Transformation in Power Electronics through Gallium Nitride and Silicon Carbide

Navitas is a leading specialist in Gallium Nitride (GaN) and Silicon Carbide (SiC) semiconductors that replace silicon in high-performance applications to enable higher efficiency and power density. The recent partnership with NVIDIA to support the 800-VDC power architecture for AI data centers positions Navitas as an important player in one of the fastest-growing technology markets. Navitas outlines a $2.6 billion opportunity for AI data centers, sharpens its strategic focus, but expects short-term revenue weaknesses. Navitas Semiconductor...