Earlier this month Navitas Semiconductor announced sample availability of new 3,300V and 2,300V ultra-high voltage silicon carbide products in module, discrete and known good die formats, alongside an ...

We came across a bullish thesis on Navitas Semiconductor Corporation on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on NVTS. Navitas Semiconductor Corporation’s ...

Navitas’ stock has soared over the past eight months. Most of that rally was driven by its massive data center deal with Nvidia. But it needs to overcome a tough cyclical slowdown until those ...

Navitas is seeing growing interest from hyperscalers for its market-leading GaN and SiC technologies. Analysts forecast the company’s revenue to fall in 2025 and 2026, but rebound sharply in 2027.

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. Shares in Navitas ...

Navitas Semiconductor is designing ultra-efficient semiconductors from advanced materials. The business is in a transitional period as revenue declines and losses accumulate. Yet, there are reasons to ...

Navitas’ stock has soared over the past eight months. Most of that rally was driven by its massive data center deal with Nvidia. But it needs to overcome a tough cyclical slowdown until those ...

The partnership with Nvidia is expected to bear fruit in 2027. Navitas is aggressively pivoting toward higher-margin end markets, such as AI data centers. There's no evidence to suggest any slowdown ...