Vicor's strong AI infrastructure demand and lower valuation give it an edge over Navitas Semiconductor, which faces transition-related revenue risks.
NVTS is targeting 800V AI power systems with new GaN and SiC products, expanding its AI infrastructure growth opportunity.
Navitas Semiconductor stock (NASDAQ: NVTS) fell sharply in pre-market trading on Wednesday after Wolfspeed accused the company of infringing patents across several core power-chip product lines. The development adds a legal overhang to one of the market's more volatile AI-linked semiconductor trades.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 295 | $604.87 | $3,833.52 | $3,228.65 | 533.78% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 11,120 | $86,325.1 | $142,447.2 | $56,122.1 | 65.01% |
| BG Bart Gancher Intech Investment Management LLC | 48,958 | $115,329.82 | $627,626.87 | $512,297.05 | 444.2% |
Point72 Asset Management LP Point72 Asset Management LP | 3.43M | $26.85M | $43.96M | $17.1M | 63.69% |
| RR rosemary richard WCG Wealth Advisors LLC | 74,448 | $578,246.81 | $958,518 | $380,271.19 | 65.76% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tristan Gerra Baird | 7,661.63 | $96,149.61 | $101,669.89 | $5,520.28 | 5.74% |
| Semiconductors & Semiconductor Equipment Industry | Information Technology Sector | Chris Allexandre CEO | NASDAQ (NMS) Exchange | 63942X106 CUSIP |
| US Country | 190 Employees | - Last Dividend | - Last Split | 25 Jan 2021 IPO Date |
Navitas Semiconductor Corporation, established in 2013 and headquartered in Torrance, California, specializes in the innovation and commercialization of semiconductors based on gallium nitride (GaN), silicon carbide (SiC), and integrated control technologies. The organization focuses on producing power integrated circuits that are crucial for power conversion and charging applications across a variety of sectors including mobile, consumer electronics, data centers, solar installations, electric vehicles, industrial motor drives, the smart grid, and transportation. Operating on a global scale, Navitas has marked its presence in the United States, Europe, China, the rest of Asia, and numerous other international markets, aligning its mission with the evolving demands of efficient energy utilization and the sustainable electrification of the economy.