Key Takeaways Navitas stock surges 370% in 3 months, driven by GaN design wins in EVs, AI data centers, and renewables. ON gains SiC traction in EVs and AI but faces short-term EPS declines due to fab closures and restructuring. NVTS eyes EBITDA breakeven by 2026 amid revenue growth and margin gains, while ON trades at lower valuation.So far in 2025, both Navitas Semiconductor (NVTS) and ON Semiconductor (ON) have issued compelling updates in the energy-efficient power solutions space. Navitas has seen it ...