Navitas Semiconductor Corporation (NVTS)
AI Power Boards and SiC Grid to Aid Navitas Semiconductor's Prospects
NVTS touts new GaNFast 20kW and 10kW AI power boards plus GeneSiC grid demos as data centers shift to higher-voltage DC.
How Navitas Semiconductor's GaN and SiC Power AI Grid Buildout
NVTS pivots to AI power infrastructure, using GaN and SiC to raise data-center efficiency and support grid upgrades. However, profitability risks remain.
Why Navitas Sees GaN Playing a Bigger Role Inside Future AI Racks
NVTS heads to PCIM 2026 with 800V AI power designs. It believes GaN will be a must-have tech inside next-gen multi-MW racks.
Navitas vs onsemi: Which Stock Wins the AI Power Infrastructure Race?
onsemi looks like the clearer AI power-infrastructure buy as margins expand and data-center revenues jump, while Navitas stays small and unprofitable.
Is Navitas Finally Building a Path Toward Operating Breakeven?
Navitas' AI infrastructure is scaling fast, lifting revenues and margins, but operating breakeven is likely to require quarterly sales in the high-$30 million range.
Why Grid Infrastructure Could Become NVTS' Next Big Growth Driver
NVTS sees grid infrastructure emerging as a major AI-driven growth market, with GaN and SiC adoption projected to surge through 2030.
How Big Could the AI Data Center Opportunity Be for Navitas?
NVTS sees AI data centers as a multibillion-dollar growth driver as demand rises for GaN and SiC chips in next-gen power-hungry racks.
Navitas Q1 Earnings & Revenues Beat Estimates on High-Power Growth
NVTS beats Q1 loss estimates as high-power markets surge, margins improve and Q2 guidance calls for more sequential revenue growth.
Navitas Skyrockets 778% in a Year: Is the Stock a Buy Post Q1 Results?
NVTS stock surges on AI power optimism and its shift to high-growth markets, but rich valuation may limit upside after Q1 results.
Navitas Semiconductor Corporation (NVTS) Q1 2026 Earnings Call Transcript
Navitas Semiconductor Corporation (NVTS) Q1 2026 Earnings Call Transcript
Navitas Semiconductor Corporation (NVTS) Reports Q1 Loss, Beats Revenue Estimates
Navitas Semiconductor Corporation (NVTS) came out with a quarterly loss of $0.04 per share versus the Zacks Consensus Estimate of a loss of $0.05. This compares to a loss of $0.06 per share a year ago.
Navitas Set to Report Q1 Earnings: What's in Store for the Stock?
NVTS heads into Q1 earnings with a steep revenue decline expected, as AI-driven GaN and SiC demand competes with pressure from its mobile market exit.
