Navitas Semiconductor

NVTS

Market cap $2.47B

In today's video, I discuss recent updates impacting Nvidia (NVDA 2.83%), Navitas (NVTS 20.78%), and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.

Navitas Semiconductor (NVTS 20.78%) stock did exceedingly well on Monday, even among the many companies having a notable commercial relationship with China. Not only did the company's stock benefit from President Trump's bullish pronouncement on said relationship, it also announced some news regarding its work for a top name in the chip sector.

Navitas Semiconductor Corp (NASDAQ:NVTS) shares are soaring in extended trading on Monday after the company provided a progress update on its development of advanced medium and high 800 VDC voltage GaN and SiC power devices.

Navitas unveils new 100 V GaN FETs, alongside 650 V GaN and high voltage SiC devices, purpose-built for NVIDIA's 800 VDC AI factory architecture, delivering breakthrough efficiency, power density, and performance. Navitas unveils new 100 V GaN FETs, alongside 650 V GaN and high voltage SiC devices, purpose-built for NVIDIA's 800 VDC AI factory architecture, delivering breakthrough efficiency, power density, and performance.

Data center construction has been accelerating over the past few years; however, the industry has been encountering issues. Among other things, power and water availability for cooling have become major bottlenecks, which opens up demand for companies that can solve these issues.

Navitas's shift to 8-inch GaN wafers aims to cut costs, boost margins and reposition the company toward high-growth AI and energy markets.

Investing in emerging technologies is never for the faint of heart. These companies often trade more on potential than on current results, making them volatile and unpredictable.

TORRANCE, Calif., Oct. 07, 2025 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS) today announced that it will report third quarter 2025 financial results after the market close on Monday, November 3rd, 2025. Management will host a conference call and live webcast to present the company's financial results and answer questions from the financial analyst community at 2:00 p.m. Pacific / 5:00 p.m. Eastern that same evening.

Navitas (NVTS -4.76%) has already gained over 230% in the past year, but its groundbreaking GaNFast technology could be just the beginning. With rising demand from AI data centers and accelerating EV adoption, Navitas may be one of the most important growth stories of the decade.

Shares in Navitas Semiconductor Corporation (NVTS 14.66%) soared by 23.2% in September, according to data provided by S&P Global Market Intelligence. The move marks another leg up for a stock that's now up almost 126% for the year at the time of writing.