Navitas Semiconductor

NVTS

Market cap $2.19B

Navitas Semiconductor shares have more than doubled in 2025, despite a recent revenue decline. Nvidia recently selected Navitas as a power semiconductor partner for next-generation AI data centers.

Navitas Semiconductor expands key global partnerships to bolster its supply chain and prep for rising high-power demand through 2026-27.

New 3300V and 2300V SiC products based on latest GeneSiC™ Trench-Assisted Planar technology and packaging innovations to augment efficiency and lifetime for AI data center, grid and energy infrastructure and industrial electrification including energy storage, renewable, and megawatt-scale fast-charging applications. New 3300V and 2300V SiC products based on latest GeneSiC™ Trench-Assisted Planar technology and packaging innovations to augment efficiency and lifetime for AI data center, grid and energy infrastructure and industrial electrification including energy storage, renewable, and megawatt-scale fast-charging applications.

The company is focusing on higher power end markets, including data centers. The strengthening of a partnership with a major distributor aligns with its strategic plans.

TORRANCE, Calif., Nov. 27, 2025 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), the industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) and the Asian distribution giant WT Microelectronics Co., Ltd.

The recent artificial intelligence (AI) sell-off has created attractive entry points in names ranging from chipmakers to data center operators. Infrastructure plays like CoreWeave and Nebius have pulled back sharply despite locking in tens of billions in hyperscaler contracts.

Navitas Semiconductor leans into high-power markets as it joins NVIDIA's 800-volt AI factory ecosystem, aiming to turn early tech wins into future growth.

As Navitas Semiconductor gains traction in high-power AI chips, Advanced Micro Devices' strong data-center results are tempered by near-term challenges.

It's remarkable that a company holding approximately $150 million in cash has experienced a stock drop of 55% in only one month. Yet that is precisely what has transpired with Navitas Semiconductor Corp. (NASDAQ: NVTS), which is currently trading around $7.70.

MALTA, N.Y. and TORRANCE, Calif.