Navitas Semiconductor (US:NVTS) 智通财经网·2025-11-28 07:46Core Insights - Nanwei Semiconductor (NVTS.US) has signed a strategic distribution agreement with WT Microelectronics to enhance its distribution network in Asia, focusing on GaN and SiC power devices [1] - The partnership will enable WT Microelectronics to manage customer engagement, design integration, and regional logistics, ensuring stable supply and rapid delivery of Nanwei products in Asia [1] - Nanwei's core strategy involves shifting from low-margin mobile consumer electronics to high-growth, high-power markets such as AI data centers, energy, and industrial sectors [1] Company Developments - In May 2023, Nanwei announced a collaboration with NVIDIA to develop the next-generation 800V high-voltage direct current (HVDC) architecture, supporting GPU-powered systems like the Rubin Ultra [1] - The new power architecture aims to address power distribution challenges in AI factories designed for large-scale AI and high-performance computing workloads, as traditional 54V power distribution is insufficient for multi-megawatt cabinet power density requirements [1] - Nanwei Semiconductor boasts a strong balance sheet with a current ratio of 8.23 and a debt-to-equity ratio of only 0.02, positioning the company favorably for funding its technological advancement projects [1]