Navitas Semiconductor: $3.5 Billion Opportunity from the 800 Volt Revolution in AI Data Centers
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Navitas Semiconductor (NVTS) is transforming from a specialist in power semiconductors based on Gallium Nitride (GaN) and Silicon Carbide (SiC) into a provider for high-margin high-performance markets as part of the "Navitas 2.0" process. The products are used in power supply systems to efficiently switch, convert, and control electrical energy. The revenue share of the previously important mobile business is expected to decrease from around 25% to below 10% by the end of 2026. In contrast, AI data centers, energy markets, industrial electrification,...
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