Key Takeaways NVTS targets AI data centers as rising workloads drive demand for advanced power solutions.Shift to 800-volt systems could unlock a $2.6B market for GaN and SiC chips by 2030.Despite near-term tariff risks, NVTS sees recovery in 2026 with 23.2% revenue growth.Navitas Semiconductor ((NVTS) is shifting its focus to AI data centers as power needs are rising fast. AI processors are utilizing much more power than traditional systems. Additionally, industry estimates show power demand for AI could g ...

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Core Viewpoint - Navitas Semiconductor's stock surged over 164% following a partnership announcement with NVIDIA, despite the company's current financial struggles and low revenue [1][10]. Company Overview - Navitas Semiconductor identifies itself as a "next-generation power semiconductor company" focusing on advanced materials like silicon carbide (SiC) and gallium nitride (GaN) for its chips [1][2][3]. - The company generated $74 million in revenue over the last 12 months, with a nearly 40% decline in sales last quarter and an adjusted operating margin of -84% [1][11]. Technology and Innovation - Navitas' chips utilize SiC and GaN, which provide significant advantages over traditional silicon, such as faster charging capabilities and efficiency in handling higher voltages [4][5][8]. - The partnership with NVIDIA aims to integrate Navitas' technology into future server racks, enhancing power efficiency and reducing energy loss in data centers [5][6][8]. Market Potential - Analysts predict a significant revenue increase for Navitas in 2026 and 2027, driven by $450 million in design wins transitioning into production [11]. - The current stock price forecast indicates a potential downside of 14.02% from the current price of $4.41, with an average target of $3.79 [9]. Future Outlook - While the partnership with NVIDIA signals a positive shift for Navitas, the company may face downward momentum in the short term due to the recent stock surge and lack of immediate catalysts [12][13]. - Upcoming earnings releases could provide opportunities for stock price recovery if positive guidance or NVIDIA-related information is shared [13].