Navitas Semiconductor

NVTS

Market cap $2.4B

Navitas Semiconductor (NVTS +9.10%) is pivoting toward AI data centers and EV infrastructure with cutting-edge GaN technology that could redefine power efficiency. The upside is real, but so are the risks.

The final trades of the day with CNBC's Melissa Lee and the 'Fast Money' traders.

Navitas came into the year as a small designer of power efficient chips for mobile phones and chargers. However, the company's experience with GaN and SiC materials spurred Nvidia to add the company to its list of potential partners for its next-gen high-voltage data center design.

Navitas Semiconductor is pivoting toward AI data centers with GaN and SiC power tech, betting long-term growth on next-gen power upgrades.

Navitas (NVTS 9.35%) is undergoing a high-stakes transition that could reward patient investors as AI data center power demand accelerates. I break down the PIPE resale overhang, the Navitas 2.0 strategy reset, and why the Nvidia narrative could fuel meaningful upside if execution clicks.

Shares of Navitas Semiconductor are up nearly 200% in the past 12 months. The midcap tech company is a leader in GaN and SiC power chips.

Growing adoption of Google Gemini shows why Alphabet is a solid stock to invest in AI growth. The need for more power efficiency in data centers could boost demand for Navitas' semiconductor portfolio.

The world is finally ready to embrace a long-used but increasingly limiting material found in nearly all electrically powered devices. Finland's Nokia is now being escorted to the center of the next era of mobile connectivity.

Navitas Semiconductor shares surge more than 50% in six months on AI data-center optimism, but a rich valuation is raising hold-or-fold questions.

TORRANCE, Calif., Jan. 07, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, an industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced the company will participate at the 28th Annual Needham Growth Conference to be held at the Lotte New York Palace Hotel on Wednesday, January 14th.