TSMC's Exit From GaN Benefits Navitas

Group 1 - Navitas is positioned as a critical link in the supply chain following TSMC's exit from GaN manufacturing, connecting Taiwan's foundry capacity with Nvidia [1] - The company is at a pivotal moment in its evolution, indicating potential growth opportunities in the technology sector [1] Group 2 - The article reflects insights from a retired Wall Street PM with over two decades of experience in the technology landscape, emphasizing the importance of momentum in investment strategies [1]