GaNFast™ and GeneSiC™ power technologies deliver portability, efficiency, and sustainability for Dell AI notebook computer adapters from 60 W to 360 W Navitas’ GaN & SiC Devices Power Dell’s™ Family of AI Notebooks GaNFast™ and GeneSiC™ power technologies deliver portability, efficiency, and sustainability for Dell AI notebook computer adapters from 60 W to 360 W TORRANCE, Calif., Feb. 05, 2025 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), the industry leader in next-generation GaNFast galliu ...

TORRANCE, Calif., Feb. 05, 2025 (GLOBE NEWSWIRE) -- Navitas Semiconductor (NASDAQ:NVTS), the industry leader in next-generation GaNFast gallium nitride (GaN) and GeneSiC silicon carbide (SiC) power semiconductors, today announced its adoption of both technologies into Dell's family of notebook adapters, from 60 W to 360 W. Enabled by over 20 years of SiC technology leadership, GeneSiC leads on performance of SiC MOSFETs with patented ‘trench-assisted planar' technology and 5th-gen GeneSiC silicon carbide (S ...

Navitas Semiconductor (NVTS 9.20%) saw big gains in Tuesday's trading thanks to Trump-related catalysts. The company's share price ended the day's trading up 9.2%. Meanwhile, the S&P 500 index ended the day up 0.8%, and the Nasdaq Composite closed out the session up 0.6%.Navitas gained ground early in today's trading on news that President Trump was reversing an executive order on artificial intelligence (AI) that was enacted under the Biden administration. The company's share price got another boost later ...

Navitas Semiconductor (NVTS) shares have plunged 49.8% in the trailing 12-month period, underperforming the Zacks Computer & Technology sector’s 27.8% return and the Zacks Electronics Semiconductors industry’s appreciation of 56.8%.Shares of this gallium nitride (GaN) power ICs and silicon carbide (SiC) technology provider have underperformed industry peers including Marvell Technology (MRVL) , Broadcom (AVGO) and Credo Technology (CRDO) over the same timeframe. Shares of Marvell, Broadcom and Credo appreci ...

Market Performance - Navitas Semiconductor stock surged 11 3% as of 2 15 p m ET on Monday outperforming the S&P 500 which was up 0 5% and the Nasdaq Composite which was up 1% [1] - The broader semiconductor industry is experiencing strong gains driven by positive news for Nvidia and other AI-related companies [2] - Navitas stock has risen approximately 82% over the last three months but remains down 36% over the past year [5] Industry Catalysts - Foxconn's record Q4 revenue and strong demand for AI server products are boosting the semiconductor sector particularly benefiting Nvidia and other AI hardware infrastructure players [3] - The semiconductor rally is further fueled by Navitas' participation in the CES conference where the company plans to showcase its latest chips and AI power system reference designs [2][4] Company Valuation and Financials - Navitas has a market capitalization of roughly $820 million and is valued at approximately 9 2 times this year's expected sales [6] - The company reported a 1 4% year-over-year decline in Q3 sales to $21 7 million [6] CES Conference Impact - Investors are optimistic about Navitas' potential announcements at CES which is a high-profile technology expo known for major product debuts and demonstrations [4] - The CES keynote by Nvidia CEO Jensen Huang is expected to generate significant attention for the semiconductor and AI sectors [4]

Stock Performance - Shares of Navitas Semiconductor Corporation surged as much as 24.6% on Monday, settling at a 20.4% gain by 2 p.m. EST [1] - The stock has been down over 50% in 2024 due to a severe downturn in industrial and auto semiconductor markets [4] - Short interest in Navitas was 18.8% at the end of November, potentially contributing to a short squeeze [4] Geopolitical Impact - The Biden administration launched an investigation into Chinese semiconductor companies, focusing on trailing-edge chips based on silicon carbide (SiC) and gallium nitride (GaN) materials [2] - These chips are critical for applications in auto, industrial, medical devices, telecommunications, and defense [2] - Navitas produces SiC and GaN-based chips, which aligns with the focus of the investigation, leading to a positive market reaction [3] Company-Specific Factors - Navitas is a smaller company with higher risks compared to larger players in the semiconductor industry [4] - The company has never been profitable and remains subject to significant swings due to external factors like interest rates and geopolitics [5] - Navitas sells products to Chinese device makers, making it vulnerable to potential retaliation from China against U.S. chip companies [5] Industry Outlook - A potential turnaround in the industrial, auto, and mobile chip sectors could benefit Navitas, but there are less risky investment options available [6]

Navitas Semiconductor (NVTS) shares have risen 41.8% in the past three months, outperforming the broader Zacks Computer and Technology sector’s return of 13.1%.Over the same time frame, it has also outperformed the Zacks Electronics- Semiconductors industry and its peers, including Alpha and Omega Semiconductor (AOSL) , Nova Ltd (NVMI) and Cirrus Logic (CRUS) . In the past three months, shares of AOSL have gained 25.5%, while NVMI and CRUS have lost 1% and 14%, respectively. The industry appreciated 39.1% i ...

Core Viewpoint - Navitas Semiconductor Corp. experienced a significant stock rally of 22.3% due to new product announcements, despite facing challenges from a slowdown in electric vehicle and infrastructure spending [1] Group 1: Company Overview - Navitas is a small-cap chip designer focused on power-efficient designs for electric vehicles, electric infrastructure, and AI data centers [1] - The company reported $21.6 million in revenue last quarter, with a $29 million operating loss, and anticipates a sequential decline in revenues for the fourth quarter [5] Group 2: New Product Launch - Navitas announced a range of new chipsets made from gallium nitride (GaN) and silicon carbide (SiC) at the Consumer Electronics Show (CES), which are known for their high conductivity and heat dissipation properties [2][3] - These new products are particularly aimed at applications in electric vehicles, infrastructure, and AI data centers, potentially leading to significant savings in power and heat management [3] Group 3: Market Reaction - The stock's rally may be influenced by the broader trend of rising interest in AI-related stocks, especially among smaller companies that serve the AI sector [4] - The enthusiasm for Navitas' stock may be speculative, as the recent buying activity in smaller AI stocks has been characterized as risky [5]

TORRANCE, Calif., Dec. 03, 2024 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS) the only pure-play, next-generation, power semiconductor company and industry leader in gallium nitride (GaN) power ICs and silicon carbide (SiC) technology,  today announced that Dr. Ranbir Singh, formerly Executive Vice President at Navitas and the founder and CEO of GeneSiC Semiconductor, has been appointed to Navitas’ board of directors.  “We are pleased to welcome Ranbir to the board of directors,” said Gene Sherid ...

Last August, I initiated my coverage on Navitas Semiconductor (NASDAQ: NVTS ) with a buy rating due to its leading technological position in the emerging GaN power semiconductor industry. While the stock is down 11% since myAs a former managing editor at a financial media publication focused on mid and small caps, I am using my experience to present investment opportunities in undervalued companies. My experience, combined with my academic background in financial markets and institutions, allows me to bring ...