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Navitas Strengthens GaN and SiC Footprint With Major Alliances
ZACKS· 2025-07-08 14:01
Key Takeaways NVTS and BrightLoop will pair SiC tech with fuel-cell systems for heavy-duty transport applications. NVTS joined NVIDIA to boost power efficiency in AI data centers with GaNFast and GeneSiC technologies. NVTS partnered with GigaDevice and Great Wall Power to develop smart, high-density power solutions.Navitas Semiconductor (NVTS) is actively forging strategic collaborations and partnerships across the power electronics ecosystem, accelerating the adoption of its gallium nitride (GaN) and sil ...
Navitas' GaN Power ICs Gaining Traction: What's Fueling It?
ZACKS· 2025-07-04 15:06
Core Insights - Navitas Semiconductor (NVTS) is a significant player in the next generation of power semiconductors, particularly in GaN technologies, which are driving innovation and growth in the semiconductor market [1][2] - The GaN semiconductor device market is projected to grow at a compound annual growth rate of 6.1% from 2023 to 2028, attracting investments from major tech firms like NVIDIA and Tesla [1] - Navitas' GaN business revenues increased over 50% year-over-year in 2024, indicating strong momentum across various high-growth markets [3][8] Company Performance - Navitas has achieved over 180 GaN charger design wins in 2024 and supplies all top 10 global smartphone manufacturers, showcasing its strong position in the Mobile & Consumer segment [3][8] - The company is expanding into emerging markets through strategic partnerships, such as with Transsion in Africa and Jio in India [3] - In the Electric Vehicle sector, Navitas secured its first design win with Changan Auto for an onboard charger, featuring 6kW/L power density and 96% efficiency [4] Product Development - Navitas is set to launch new 80 - 120V GaN devices in 2025, targeting the 48V DC-DC converter market [4] - The company introduced bidirectional GaN ICs for solar applications, with the first use case expected in solar microinverters by late 2025 [4] Competitive Landscape - Power Integrations' GaN business is also experiencing growth, contributing to a 15% year-over-year revenue increase in Q1 2025, with a focus on high-voltage applications [5] - STMicroelectronics is expanding its GaN technology through a partnership with Innoscience to accelerate development and manufacturing [6] Stock Performance - Year-to-date, Navitas' stock has surged 79.3%, outperforming the industry and S&P 500 growth rates of 13.4% and 5.4%, respectively [7] - The stock trades at a forward 12-month price-to-sales (P/S) ratio of 15.0X, significantly higher than the industry average of 7.5X [9] Financial Estimates - The Zacks Consensus Estimate for NVTS' loss per share has decreased over the past 60 days, indicating a potential shift in financial outlook [10]
Could Navitas Semiconductor Stock Help You Retire a Millionaire?
The Motley Fool· 2025-07-04 08:29
The chipmaker still has irons in the fire.Navitas Semiconductor (NVTS 1.74%), a producer of gallium nitride (GaN) and silicon carbide (SiC) chips, went public by merging with a special purpose acquisition company (SPAC) on Oct. 21, 2021. Shares started trading at $13, and the price rallied to an all-time high of $22.19 on Nov. 12, 2021.At the time, investors were dazzled by its ambitious long-term forecasts. The buying frenzy in meme stocks in late 2021 amplified those gains and inflated its valuations. But ...
Navitas Semiconductor to Participate in Upcoming CJS Securities Conference
GlobeNewswire· 2025-07-03 12:32
Group 1 - Navitas Semiconductor is a pure-play, next-generation power semiconductor company specializing in gallium nitride (GaN) power ICs and silicon carbide (SiC) technology [1][2] - The company will participate in the CJS Securities 25th Annual "New Ideas" Summer Conference on July 10th, 2025, with a presentation scheduled from 10:00-10:45 ET [1] - Navitas has over 300 patents issued or pending and offers the industry's first and only 20-year GaNFast warranty [2] Group 2 - The focus markets for Navitas include AI datacenters, electric vehicles (EV), solar energy, energy storage, home appliances, industrial applications, mobile, and consumer electronics [2] - Navitas was the first semiconductor company to achieve CarbonNeutral® certification [2]
台积电终止GaN代工
半导体芯闻· 2025-07-02 10:21
如果您希望可以时常见面,欢迎标星收藏哦~ 来 源: 内容来自 navitas 。 纳微首席执行官兼联合创始人 Gene Sheridan 表示:"我们很荣幸能与力晶科技合作,共同推进 200 毫米硅基氮化镓 (GaN-on-silicon) 的量产,并期待在未来共同推动持续创新。通过与力晶科 技的合作,我们已做好准备,在产品性能、技术革新和成本效率方面持续推进。" 力晶科技总经理Martin Chu表示:"力晶科技与纳微科技在硅基氮化镓 (GaN-on-Si) 技术方面合作 多年,我们非常高兴地宣布产品认证已接近完成,即将进入量产阶段。基于这一稳固的合作伙伴关 系,力晶科技致力于拓展合作,并持续支持纳微科技探索和发展氮化镓市场。" 点这里加关注,锁定更多原创内容 *免责声明:文章内容系作者个人观点,半导体芯闻转载仅为了传达一种不同的观点,不代表半导体芯闻对该 观点赞同或支持,如果有任何异议,欢迎联系我们。 | | 推荐阅读 | | --- | --- | | 10万亿,投向半导体 | | | 芯片巨头,市值大跌 | | | 黄仁勋:HBM是个技术奇迹 Jim Keller:RISC-V一定会胜出 | | 全球 ...
台积电终止GaN代工,纳微宣布:与他合作
是说芯语· 2025-07-02 08:52
在合作伙伴台积电计划于2027年终止 氮化镓 代工业务以后, Navitas Semiconductor(纳微半导体) 今天宣布,将与力晶半导体制造股份有限公司 (PSMC 或 Powerchip ) 建立战略合作伙伴关系,开始 生产并继续开发一流的 200 毫米硅基氮化镓技术。 纳微的 GaN IC 产品组合预计将使用力晶位于台湾竹南科学园区的8B晶圆厂的200毫米晶圆。该晶圆厂 自2019年投入运营,支持从Micro-LED到 射频GaN 器件等各种GaN大批量生产工艺。 Powerchip 的技术能力包括改进的 180nm CMOS 工艺,提供更小、更先进的几何尺寸,从而提升性能、 功率效率、集成度和成本。Navitas 宽带隙技术平台高级副总裁 Sid Sundaresan 博士表示:"在 180nm 工 艺节点上进行 200mm 硅基氮化镓生产,使我们能够继续创新,开发更高功率密度、更快速度和更高效 的器件,同时降低成本、扩大规模并提高产量。" 力晶预计将生产纳微(Navitas)额定电压为 100V 至 650V 的 GaN 产品组合,以满足 48V 基础设施 (包括超大规模 AI 数据中心和电动 ...
Navitas Announces Plans for 200mm GaN Production with PSMC
Globenewswire· 2025-07-01 20:45
Core Viewpoint - Navitas Semiconductor has announced a strategic partnership with Powerchip Semiconductor Manufacturing Corporation to enhance the production of 200mm GaN-on-silicon technology, aiming to strengthen supply chains, drive innovation, and improve cost efficiency in various markets including AI data centers, electric vehicles (EVs), solar energy, and home appliances [1][6]. Company Overview - Navitas Semiconductor specializes in next-generation power semiconductors, particularly GaNFast™ gallium nitride and GeneSiC™ silicon carbide technologies, and has been operational for 10 years since its founding in 2014 [8]. - Powerchip Semiconductor Manufacturing Corporation is a Taiwanese foundry that develops and manufactures advanced semiconductor components, operating multiple wafer fabs since its establishment in 1994 [7]. Strategic Partnership - The partnership with Powerchip will utilize its 200mm fabrication capabilities at Fab 8B in Taiwan, which has been operational since 2019 and supports high-volume manufacturing processes for GaN [2]. - Powerchip's advanced 180nm CMOS process will enable the production of smaller, more efficient devices, enhancing performance and cost-effectiveness [3]. Product Development and Market Demand - Navitas' GaN portfolio will include voltage ratings from 100V to 650V, catering to the increasing demand for GaN in 48V infrastructure, particularly for hyper-scale AI data centers and EVs [4]. - Initial device qualification is anticipated in Q4 2025, with production of the 100V family expected to commence in the first half of 2026 [4]. Recent Collaborations and Innovations - Navitas has recently collaborated with NVIDIA to support GaN and SiC technologies for high-voltage direct current (HVDC) architectures and has partnered with Enphase and Changan Automobile for integrating GaN technology into their products [5]. Future Outlook - The partnership is expected to drive sustained progress in product performance, technological evolution, and cost efficiency, positioning both companies for future growth in the GaN market [6].
Why Navitas Semiconductor Stock Is Soaring Today
The Motley Fool· 2025-06-24 18:25
Navitas Semiconductor (NVTS 10.74%) stock is seeing big gains in Tuesday's trading. The company's share price was up 8.4% as of 1:30 p.m. ET amid a 1% gain for the S&P 500 index (^GSPC 1.15%) and a 1.4% jump for the Nasdaq Composite (^IXIC 1.52%).The company's valuation is surging today thanks to positive developments on geopolitical and macroeconomic fronts. The stock is also rising in conjunction with an announcement that the company has received an award from one of its partners. A Navitas collaborator i ...
VREMT Presents Navitas with ‘Outstanding Technical Collaboration Award'
Globenewswire· 2025-06-24 12:30
TORRANCE, Calif., June 24, 2025 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), the industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, has been awarded the ‘Outstanding Technical Collaboration Award’ from VREMT Energy, a subsidiary of Geely, which specializes in new energy vehicle power batteries, electric drive systems, charging systems and energy storage systems. VREMT and Navitas opened a joint R&D Laboratory to accelerate ...
NVIDIA Selects Navitas to Collaborate on Next Generation 800 V HVDC Architecture
Globenewswire· 2025-05-21 20:17
Core Viewpoint - Navitas Semiconductor's GaN and SiC technologies have been selected to support NVIDIA's next-generation 800 V HVDC data center power infrastructure, which is designed to enhance power delivery for AI workloads and support 1 MW IT racks and beyond [1][15]. Group 1: Technology Collaboration - The collaboration between Navitas and NVIDIA focuses on the 800 V HVDC architecture, which aims to provide high-efficiency and scalable power delivery for AI workloads, improving reliability and reducing infrastructure complexity [2][4]. - Navitas' GaNFast™ and GeneSiC™ technologies will enable the powering of NVIDIA's GPUs, such as the Rubin Ultra, directly from the 800 V HVDC system [1][6]. Group 2: Advantages of 800 V HVDC - The existing data center architecture, which uses traditional 54 V in-rack power distribution, is limited to a few hundred kilowatts and faces physical limitations as power demand increases [3]. - The 800 V HVDC system allows for a reduction in copper wire thickness by up to 45%, significantly decreasing the amount of copper needed to power a 1 MW rack, which is crucial for meeting the gigawatt power demands of modern AI data centers [5][6]. - This architecture eliminates the need for additional AC-DC converters, directly powering IT racks and enhancing overall system efficiency [6][13]. Group 3: Performance and Efficiency - NVIDIA's 800 V HVDC architecture is expected to improve end-to-end power efficiency by up to 5%, reduce maintenance costs by 70% due to fewer power supply unit (PSU) failures, and lower cooling costs by connecting HVDC directly to IT and compute racks [13]. - Navitas has introduced several high-efficiency power supply units (PSUs), including a 12 kW PSU that meets 98% efficiency, showcasing the company's commitment to innovation in power delivery for AI data centers [12]. Group 4: Company Background - Navitas Semiconductor, founded in 2014, specializes in next-generation power semiconductors, focusing on GaN and SiC technologies for various markets, including AI data centers and electric vehicles [17]. - The company holds over 300 patents and is recognized for its commitment to sustainability, being the first semiconductor company to achieve CarbonNeutral® certification [17].