Key Takeaways Navitas Semiconductor shares jumped 90.3% in three months, beating major semiconductor peers.NVTS sees a $2.6B market from AI data center power needs as it develops GaN and SiC chip solutions.The move to 8-inch GaN wafers with Powerchip aims to cut costs and boost margins for long-term growth.Navitas Semiconductor ((NVTS) shares have rallied 90.3% in the past three months, outperforming the Zacks Electronics - Semiconductors industry’s growth of 14.9%. The stock also outperformed its industry ...

Key Points Wolfspeed emerged from bankruptcy after restructuring and reducing its debt. Its new CEO is optimistic about its growth potential across multiple markets. Its stock looks cheap, but it still faces a lot of long-term challenges. 10 stocks we like better than Wolfspeed › Wolfspeed (NYSE: WOLF), a leading maker of silicon carbide (SiC) and gallium nitride (GaN) chips, filed for bankruptcy protection on June 30 as its sales stalled out, its losses widened, and its debt levels spiraled. On t ...

Core Viewpoint - Navitas Semiconductor's stock has surged significantly due to its partnership with Nvidia, which positions the company to play a crucial role in the development of next-generation data centers expected to launch in 2027 [2][5]. Group 1: Stock Performance - Shares in Navitas Semiconductor increased by 28.4% in June and are up more than 80% year to date [1]. Group 2: Partnership and Technology - The partnership with Nvidia is pivotal for Navitas, as it will contribute to the architecture of new data centers that will be more efficient and reliable [2][3]. - Navitas' GaN chips will convert 800-volt HVDC to lower voltages for Nvidia's graphics processing units, while its SiC chips will convert 13.8 kilovolt AC power from the grid to 800-volt HVDC [4]. Group 3: Market Demand - There is optimism regarding ongoing capital spending on data centers and demand from AI applications, with major companies like Microsoft and Alphabet continuing their investment plans despite trade tariff conflicts [6]. - Anecdotal evidence suggests that investment in data centers remains strong [7]. Group 4: Future Outlook - Navitas is expected to experience aggressive sales growth in 2026, leading up to the launch of the new data centers in 2027, with Nvidia's progress on its architecture being a key driver for the stock price [9].