Company Overview - Navitas Semiconductor is a leader in next-generation power semiconductors, specializing in gallium nitride (GaN) and silicon carbide (SiC) technologies [4] - The company focuses on applications in AI data centers, performance computing, energy and grid infrastructure, and industrial electrification [4] - Navitas has over 300 patents issued or pending and is the first semiconductor company to achieve CarbonNeutral® certification [4] Upcoming Event - Navitas will participate in the 28th Annual Needham Growth Conference on January 14, 2026, at the Lotte New York Palace Hotel [2] - President and CEO Chris Allexandre will host a fireside chat at 2:15 p.m. EST on the same day and will be available for meetings with investors [2] Investor Relations - A live and archived audio webcast of the fireside chat will be accessible on Navitas' Investor Relations website [3] - Portfolio managers and analysts interested in meeting with management should contact their Needham & Company representative [3]

Core Insights - Navitas Semiconductor is showcasing its latest AI data center power supply unit (PSU) platform, which utilizes GaNSafe™, GeneSiC™, and IntelliWeave™ technologies to achieve industry-leading efficiency and power density for hyperscale data centers [1][10] - The company is addressing the growing power demands of AI and hyperscale data centers, with traditional power supply technologies struggling to keep pace due to the rapid increase in GPU power and AI cluster computing demand [2][5] Company Developments - Navitas has developed a series of next-generation PSUs, starting with a 2.7 kW common redundant power supply (CRPS) that offers 2x higher power density and a 30% reduction in energy loss, followed by a 3.2 kW CRPS that is 40% smaller than legacy silicon solutions [3] - The latest PSU, an 8.5 kW model, achieves 98% efficiency and complies with Open Compute Project (OCP) and Open Rack v3 (ORv3) specifications, marking a significant advancement in power supply technology [3] - The introduction of IntelliWeave, a patented digital control technique, enables peak efficiencies of 99.3% and reduces power losses by 30% compared to existing solutions [3] Industry Context - The exponential growth of AI computing power presents significant challenges for data center infrastructure, necessitating innovations in power supply technologies to enhance efficiency and power density [5] - Navitas' GaN and SiC solutions are positioned to break through conventional architectural limitations, facilitating more efficient and sustainable data center development [2][5] Upcoming Events - Navitas will host an "AI Tech Night" event in Taipei, Taiwan, on May 21, 2025, to discuss advancements in AI data center infrastructure and showcase its latest technologies [5][8]