消息面上，纳微半导体宣布在研发先进的800伏直流(800 VDC)氮化镓(GaN)和碳化硅(SiC)功率器件方面 取得进展，以支持英伟达最新发布的用于下一代人工智能(AI)计算平台的800高压直流(HVDC)架构。 (格隆汇) 纳微半导体(NVTS.US)盘初一度大涨约25%，最高触及12.455美元，创2022年初以来新高。该股年内已 累计上涨近250%。 ...

Navitas Semiconductor stock (NASDAQ: NVTS), an Nvidia-backed company, is witnessing some big-ticket gains on Tuesday as its share price skyrocketed 33% in the pre-market trading. The company is known ... ...

格隆汇10月14日｜纳微半导体(NVTS.US)盘前大涨超24%，报12.4美元。消息面上，纳微半导体宣布在 研发先进的800伏直流(800 VDC)氮化镓(GaN)和碳化硅(SiC)功率器件方面取得进展，以支持英伟达最新 发布的用于下一代人工智能(AI)计算平台的800高压直流(HVDC)架构。(格隆汇) 来源：格隆汇APP ...

Group 1 - Nanwei Semiconductor (NVTS.US) announced progress in developing advanced 800V DC GaN and SiC power devices to support NVIDIA's latest AI computing platform [1] - Following this announcement, Nanwei Semiconductor's stock surged by 21.14% on Monday, with an additional increase of over 30% in after-hours trading [1] - The company's stock price has skyrocketed over 350% in the past six months [1] Group 2 - The new 800V DC power distribution system allows for direct conversion from utility power to 800V DC within data centers, maximizing energy efficiency and reducing energy loss [2] - Nanwei Semiconductor introduced a new 100V GaN FET product line designed for low-voltage DC-DC conversion stages on GPU power boards, manufactured using a 200mm GaN-on-Si process [2] - The company positions its technology as a comprehensive power system supporting modern AI data centers from "grid to GPU" [2] Group 3 - Management changes were announced, with Chris Allexandre set to officially take over as President and CEO on September 1, 2025, succeeding co-founder Gene Sheridan [3] - Rosenblatt maintains a "buy" rating on Nanwei Semiconductor but has lowered the target price to $8.00 due to future guidance being below market consensus expectations [3]

Core Insights - Navitas Semiconductor Corp (NASDAQ:NVTS) experienced an 18.8% stock price increase following the announcement of advancements in developing advanced 800 VDC voltage GaN and SiC power devices for NVIDIA's next-generation AI computing platform [1] Group 1: Company Developments - The company is positioning itself to address the power challenges posed by NVIDIA's new AI architecture, as traditional 54V rack power distribution systems are inadequate for the megawatt-level rack density required by modern accelerated computing platforms [3] - The transition to an 800 VDC power distribution system is deemed necessary, as it enhances efficiency by reducing resistive losses and provides scalable infrastructure for megawatt-level rack power, simplifying power distribution through efficient thermal management [3] - Navitas has launched a new 100V GaN FET product line optimized for low-voltage DC-DC stages on GPU power boards, manufactured using a 200mm GaN-on-Si process in collaboration with Power Chip [3] Group 2: Technology and Innovation - The company has developed a series of high-power 650V GaN FETs featuring GaNSafe technology, which integrates control, drive, sensing, and protection functionalities [3] - Navitas's GeneSiC technology, based on over 20 years of SiC innovation, offers a voltage range from 650V to 6,500V and has been implemented in megawatt-scale energy storage and grid-tied inverter projects, including collaborations with the U.S. Department of Energy [4]

Navitas Semiconductor Corp (NASDAQ:NVTS) shares are soaring in extended trading on Monday after the company provided a progress update on its development of advanced medium and high 800 VDC voltage GaN and SiC power devices.NVTS is poised for potential breakout. Track the latest developments here.What To Know: Navitas said its 800 VDC voltage GaN and SiC power devices are designed to enable the 800 VDC power architecture announced by NVIDIA Corp (NASDAQ:NVDA) for next-generation AI factory computing platfor ...

Core Insights - Navitas Semiconductor is advancing its development of 800 VDC GaN and SiC power devices to support NVIDIA's next-generation AI factory computing platforms [1][4][13] Industry Overview - The emergence of AI factories necessitates a shift from traditional 54V power distribution to 800 VDC to meet the high power density requirements of modern computing platforms [2][4] - The 800 VDC architecture allows for direct conversion from 13.8 kVAC utility power to 800 VDC, enhancing energy efficiency and system reliability by reducing conversion stages [3][4] Company Developments - Navitas is introducing a new 100V GaN FET portfolio designed for high efficiency and thermal performance, optimized for GPU power boards [7][8] - The company’s 650V GaN portfolio includes high-power GaN FETs and GaNSafe™ power ICs, which provide integrated control and protection features [10][11] - GeneSiC™ technology offers a broad voltage range from 650 V to 6,500 V, supporting high-reliability applications in energy storage and grid-tied projects [12] Strategic Partnerships - Navitas has formed a strategic partnership with Power Chip to enable scalable, high-volume manufacturing of its 100V GaN FETs [8] Market Position - Navitas Semiconductor is positioned as a leader in next-generation power semiconductors, focusing on GaN and SiC technologies to drive innovation across various sectors, including AI and data centers [15]

Core Insights - Navitas Semiconductor has introduced new 100 V GaN FETs, along with 650 V GaN and high voltage SiC devices, specifically designed for NVIDIA's 800 VDC AI factory architecture, achieving significant improvements in efficiency, power density, and performance [1][22]. Group 1: Product Development - The new 100 V GaN FETs are optimized for lower-voltage DC-DC stages on GPU power boards, focusing on ultra-high density and thermal management essential for next-generation AI compute platforms [8]. - The 650 V GaN portfolio includes high-power GaN FETs and advanced GaNSafe™ power ICs, which integrate various control and protection features to ensure robustness and reliability for AI infrastructure [10]. - GeneSiC™ technology offers a broad voltage range from 650 V to 6,500 V, demonstrating exceptional performance in high-power applications, including energy storage and grid-tied inverter projects [12]. Group 2: Industry Context - The emergence of AI factories necessitates a shift from traditional 54V power distribution to 800 VDC systems to meet the high power density requirements of modern computing platforms [3][5]. - The 800 VDC architecture allows for direct conversion from 13.8 kVAC utility power to 800 VDC, enhancing energy efficiency and system reliability by reducing conversion stages [4]. - The transition to 800 VDC is described as transformational, addressing the critical need for efficient, scalable, and reliable power delivery in next-generation data centers [13]. Group 3: Strategic Partnerships and Manufacturing - Navitas has established a strategic partnership with Power Chip to fabricate the new 100 V GaN FETs on a 200mm GaN-on-Si process, enabling scalable and high-volume manufacturing [9]. - The company emphasizes its commitment to innovation in wide bandgap technologies, with over 300 patents issued or pending, positioning itself as a leader in the semiconductor industry [18].

Navitas has more than doubled in the last year, and investors are wondering if the stock has hit a ceiling. Here's why there's still optimism for the stock.Data center construction has been accelerating over the past few years; however, the industry has been encountering issues. Among other things, power and water availability for cooling have become major bottlenecks, which opens up demand for companies that can solve these issues.Enter Navitas Semiconductor (NVTS 2.69%). The pure-play power semiconductor ...

Core Insights - Navitas Semiconductor is transitioning its gallium nitride (GaN) chip production from 6-inch to 8-inch wafers in collaboration with Powerchip, aiming to increase chip output by approximately 80% while maintaining production costs [1][10] - The new 8-inch wafers will support mid-voltage (80-200 volts) and high-voltage (800 volts) GaN chips, which are essential for next-generation AI data centers [2][10] - Despite a 29% year-over-year revenue decline in Q2 2025, the partnership with Powerchip is expected to enhance cost efficiency and improve margins over time [4] Production and Strategy - The transition to 8-inch wafers is part of Navitas's strategy to focus on higher-performance, higher-margin products, moving away from lower-margin mobile and consumer products [3][10] - Current supplier TSMC will continue providing 6-inch wafers until mid-2027, allowing a smooth transition to Powerchip [3] - Larger production of the new chips is planned to begin in 2026, with initial samples expected to be sent later this year [2] Financial Performance - The Zacks Consensus Estimate indicates a projected revenue decline of 35% for NVTS in 2025, followed by a recovery with an estimated growth of 23.2% in 2026 [5] - The forward price-to-sales ratio for Navitas is 26.71X, significantly higher than the industry average of 9.51X, indicating a premium valuation [11] Competitive Landscape - Navitas faces competition from Wolfspeed and ON Semiconductor in supplying high-voltage solutions for AI data centers [6] - Wolfspeed is investing in a $3 billion fab to enhance its SiC supply for high-voltage applications, while ON Semiconductor is expanding its SiC portfolio and collaborating with NVIDIA for next-generation power systems [7]