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NVTS

Snapshot
mcap $3.2B · fwd P/E -96.8 · P/S 87.7 · rev -27% y/y · margin 0% · short 17.3% of float · beta 3.9 · 20% of 52w range

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Navitas and Wise Integration Partner on GaN Power for AI Data Centers
Navitas Semiconductor and Wise Integration SAS have partnered to develop advanced power solutions for AI data centers and high-performance computing. The collaboration combines Navitas' gallium nitride (GaN) and silicon
Sep 25, 2026
Gallium Nitride Power Transistors Market to Surge 18.5% CAGR Through 2035
The global Gallium Nitride (GaN) power transistors market is projected to grow at an 18.5% CAGR from 2026 to 2035, with a market index reaching 545 (2025=100). In 2026, consumer electronics leads revenue at 42%, driven b
Sep 23, 2026
Physical AI Boom: Nvidia Supplier Navitas Surges 180%
On May 21, 2025, Nvidia named Navitas Semiconductor as a partner for its new 800-volt data center architecture, causing Navitas shares to spike over 180% in a single session while Nvidia stock barely moved. The article f
Sep 05, 2026
Nvidia Leads AI Chips; 800-Volt Power Gear Emerges as Hidden Opportunity
Nvidia remains the dominant AI data center chipmaker, selling $89 billion in silicon last quarter, but a hidden opportunity lies in 800-volt power distribution equipment. This direct-current platform offers 10% cost savi
Sep 01, 2026
Navitas begins US GaN shipments via GF partnership
Navitas Semiconductor and GlobalFoundries (GF) have achieved the first U.S. shipments of advanced Gen 5 GaNFast power chips, produced on GF's 200 mm GaN-on-silicon line in Burlington, Vermont, under a long-term strategic
Sep 01, 2026
Navitas stock falls 5% after Wolfspeed files patent lawsuit
Navitas Semiconductor stock fell 4.6% in overnight trading after Wolfspeed filed a patent infringement lawsuit against it, alleging that a broad range of Navitas products, including its gallium nitride (GaN) chips, infri
Aug 30, 2026
Navitas Acquires Claros to Boost AI Power Portfolio
Navitas Semiconductor shares rose more than 6% in early trading Tuesday after the company announced a definitive agreement to acquire Claros for up to approximately $232.8 million, based on Navitas’ closing stock price o
Aug 25, 2026
Cyient Semiconductors launches first GaN power IC family for India
Cyient Semiconductors has launched its first commercial gallium nitride (GaN) power IC family for India, comprising seven devices developed under a licensing agreement with Navitas Semiconductor. The portfolio targets hi
Aug 25, 2026

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