Navitas Semiconductor (US:NVTS) Jing Ji Guan Cha Wang·2026-02-13 22:45Stock Performance - On February 10, 2026, the stock price of Nawi Semiconductor (NVTS) experienced a significant decline of 4.66%, closing at $8.79, attributed to overall pressure on the semiconductor sector and macroeconomic data expectations [1] - Previously, on January 2, 2026, the stock surged by 6.86% to close at $7.63, influenced by a 2.90% increase in the semiconductor industry and improved market sentiment [1] Product Development Progress - On December 5, 2025, Nawi Semiconductor launched a full range of 3300V/2300V ultra-high voltage silicon carbide (SiC) products, targeting high-end applications such as smart grids and AI data centers, utilizing proprietary TAP technology and enhanced reliability standards AEC-Plus [2] - The company is transitioning towards the high-power market and announced on November 28, 2025, a partnership with WT Microelectronics to enhance the supply chain efficiency of gallium nitride (GaN) and silicon carbide devices in AI and energy sectors [2] Financial Performance - The third-quarter financial results released on November 5, 2025, showed revenue of $10.11 million and a net loss of $1.923 million [3] - The company projects fourth-quarter revenue to be approximately $7 million, with a fluctuation range of $250,000, and plans to focus on the high-power market through resource restructuring [3] - Long-term strategy includes collaboration with NVIDIA to develop the next-generation 800V high-voltage direct current architecture to address power distribution challenges in AI data centers [3] Industry Policy and Environment - The semiconductor sector is significantly influenced by macro policies and demand changes, with institutions like Galaxy Securities indicating that the explosion in AI computing power and advanced process demand could drive industry recovery, while cautioning against global supply chain volatility risks [4]