Key Takeaways NVTS deepened ties with WT Microelectronics to support high-power customers across Asia.A long-term GlobalFoundries deal will help develop next-gen GaN devices for 2026 production.NVTS' strategy shifts resources to high-power markets as it readies GaN and SiC products.Navitas Semiconductor ((NVTS) is strengthening its position in high-power markets through strategic partnerships. Last month, the company announced two crucial partnerships that are aimed at solidifying its supply chain and expan ...

Core Insights - Navitas Semiconductor is positioned as a key player in the AI era through its advanced GaN and SiC technologies [1] - The partnership with Nvidia enhances Navitas' role in developing high-performance, energy-efficient computing solutions for next-generation data centers [1] Company Overview - Navitas Semiconductor specializes in Gallium Nitride (GaN) and Silicon Carbide (SiC) power devices [1] - The collaboration with Nvidia's AI factory architecture signifies a strategic move to leverage cutting-edge technology [1] Industry Impact - The partnership is expected to drive significant advancements in energy efficiency and performance within the computing sector [1] - Navitas' technologies are crucial for the evolution of data centers, aligning with the growing demand for AI-driven solutions [1]