Navitas expands globally with Avnet building on its existing Avnet Silica (Europe) relationship, to support high-growth high-power markets such as AI data centers, performance computing, energy and grid infrastructure and industrial electrification Navitas Expands Global Distribution Network with Avnet Navitas expands globally with Avnet building on its existing Avnet Silica (Europe) relationship, to support high-growth high-power markets such as AI data centers, performance computing, energy and grid inf ...

Core Insights - Navitas Semiconductor has strengthened its strategic partnership with WT Microelectronics to enhance technical and supply chain services for GaN and SiC power devices in Asia [1][2]. Group 1: Partnership Details - The partnership involves Navitas consolidating its franchised distributor base while WT allocates expanded technical and commercial resources to better support AI data centers, performance computing, energy and grid infrastructure, and industrial electrification customers [2]. - WT will lead customer engagement and design-in activities, supported by robust regional logistics to ensure reliable product availability and fast delivery of Navitas products in Asia [3]. Group 2: Strategic Goals - Navitas aims to align its distribution network with high power growth markets to improve speed and quality of support, enhancing its ability to serve customers demanding advanced high-power and high-voltage solutions [4]. - WT's market expertise and distribution network are expected to accelerate the adoption of Navitas technologies in fast-growing segments while consolidating Navitas's distribution base in Asia [9]. Group 3: Company Overview - Navitas Semiconductor is a leader in next-generation power semiconductors, focusing on GaN and SiC technologies, and driving innovation across various sectors including AI data centers and industrial electrification [5]. - The company holds over 300 patents and is recognized as the world's first semiconductor company to achieve CarbonNeutral certification [5].

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].