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Navitas Semiconductor and Magnachip have entered into a new partnership focused on silicon carbide, or SiC, power technologies for high voltage applications. The agreement involves Magnachip licensing Navitas Semiconductor's SiC technology to support Magnachip's entry into high voltage and ultra high voltage power markets. The collaboration targets energy infrastructure and automotive use cases, with scope for broader joint initiatives over time. Navitas Semiconductor, traded as...

Moby summary of Magnachip Semiconductor Corporation's Q2 2026 earnings call

The company's second-quarter performance raised investor concerns.

Navitas Semiconductor highlights its AI infrastructure shift, with high-power markets driving growth as the company advances Navitas 2.0 and expands product opportunities.

Navitas Semiconductor (NASDAQ:NVTS) reported second-quarter 2026 revenue of $10.5 million, up 22% sequentially from $8.6 million in the first quarter, as growth in higher-power markets offset the company’s continued exit from mobile and low-end consumer applications. President and CEO Chris Allexan

ServiceNow's revenue has grown steadily to $4 billion, while Navitas has contracted sharply — but its recent uptick hints at a potential inflection point.

On July 23, 2026, Navitas Semiconductor Corporation announced a partnership with Magnachip Semiconductor under which Magnachip will license Navitas’ GeneSiC Trench-Assisted Planar silicon carbide technology across 1,200 V, 2,300 V, 3,300 V and higher-voltage platforms, gaining access to Navitas’ SiC supply chain while preparing to manufacture the technology at its South Korean fab. The agreement opens a path for both companies to target high-voltage power markets such as grid infrastructure,...

Navitas Semiconductor (NVTS) drew attention after announcing a partnership with Magnachip Semiconductor to license its GeneSiC Gen 4 and Gen 5 silicon carbide technologies, giving Magnachip access to Navitas’ SiC supply chain and materials ecosystem. See our latest analysis for Navitas Semiconductor. Alongside this new SiC partnership, Navitas Semiconductor’s recent trading has been choppy, with the 30 day share price return down 43.79% and the 90 day share price return down 30.38%. However,...

The momentum trade just posted a brutal selloff, and the highest-beta names took the hardest hits. Three stocks now sit in the crosshairs of a potential rebound so violent it could reward patient speculators with triple-digit gains.

Navitas Semiconductor heads into second-quarter earnings on strong AI data center momentum, amid near-term revenue transition risks and a rich valuation.

Navitas Semiconductor is shifting toward AI infrastructure, with growing demand for GaN and SiC power chips supporting its long-term growth outlook.

AMD's revenue has grown 77% over eight quarters while Navitas has declined 58%, widening an already massive gap between the two chipmakers.

Astera Labs has grown revenue four-fold in eight quarters while Navitas has shrunk 58%, widening a gap that may signal diverging market positions.

Vicor's strong AI infrastructure demand and lower valuation give it an edge over Navitas Semiconductor, which faces transition-related revenue risks.

Navitas Semiconductor (NVTS) built its 2026 comeback around AI data centers, and those who bought into its business are now watching it fight a major legal battle. NVTS shares had climbed sharply this year because of the company's shift into high-power chips for AI server racks. However, ...

Wolfspeed sued Navitas Semiconductor over five wide-bandgap patents, seeking an import injunction and damages, as both companies face debt, cash burn and shifting AI datacenter supply chains.

In late June 2026, Navitas Semiconductor Corporation was removed from multiple Russell equity indices after investors learned rival Wolfspeed had filed a U.S. patent infringement lawsuit targeting several of Navitas’ GaN and SiC power semiconductor product families. Beyond the legal overhang, Navitas is simultaneously reshaping its governance by declassifying its board and securing flexible funding via a US$500.00 million at-the-market shelf, underscoring how capital, control, and...

Navitas Semiconductor stock has delivered a strong 117.6% return over the past year, yet the latest valuation checks suggest the shares are not cheap, with the market-multiple view leaning toward the stock being overvalued and the overall value score at the bottom of the scale. Over the last 12 months, Navitas Semiconductor has returned 117.6%, which puts a spotlight on whether recent enthusiasm has run ahead of the fundamentals. The push into higher power applications for AI data centers...

ON's Fab Right divestitures aim to cut costs, lift efficiency and support higher-margin growth in AI data centers, automotive and industrial markets.

A Delaware lawsuit targets Navitas's core GaN and SiC product families

Investing.com -- Wolfspeed Inc (NYSE:WOLF) announced after Tuesday's market close that it had filed a patent infringement lawsuit against rival Navitas Semiconductor, targeting what it described as its "foundational" gallium nitride (GaN) and silicon carbide (SiC) intellectual property portfolio. The legal announcement came after trading had ended for the session.

ON Semiconductor's AI data center revenues are set to double in 2026 as advanced power solutions gain traction across EVs, energy storage and industrial markets.

AAOI stands out over NVTS owing to a favorable valuation picture and the absence of near-term revenue pressure amid AI infrastructure demand.

On a recent episode of the Catalyst with Shayle Kann podcast themed around the “electric supercycle,” energy investor Andy Lubershein laid out a framework that should reshape how investors think about the EV trade. He argues four building blocks form what he calls the “electro-industrial tech stack”: solar photovoltaics, lithium-ion batteries, electric vehicles, and power ... Energy Expert: Electric Vehicles Are the ‘Keystone Species’ of the Next Megatrend. Will Tesla’s Stock See Massive Gains?

In recent days, Navitas Semiconductor announced a new ultra‑high‑voltage UHV‑TO‑247‑4‑ISO SiC package, filed an omnibus shelf registration and a US$500 million at‑the‑market equity program, participated in Nvidia’s AI Factory MGX showcase at COMPUTEX 2026, and saw director Dr. Ranbir Singh resign from the board effective June 9, 2026. These events collectively highlight Navitas’ push to deepen its role in AI data‑center and high‑voltage energy infrastructure while potentially increasing its...

See the beaten-down and surging stocks that insiders are trading, from one of the biggest names in crypto to an NVIDIA-linked chip company.

Navitas stock had been up big this week, but its gains collapsed.

Navitas Semiconductor (NVTS) is back in focus after Nvidia showcased the company’s 800 V to 6 V DC DC power delivery board at Computex 2026, alongside a fresh partnership on advanced AI data center infrastructure. See our latest analysis for Navitas Semiconductor. The latest Nvidia collaboration sits against a backdrop of sharp share price swings, with the stock down 18.23% over the past day but showing a 30 day share price return of 50.36% and a 1 year total shareholder return of 305.83%,...

Macroeconomic concerns just spurred a massive sell-off for Navitas stock.

Navitas Semiconductor solves severe thermal bottlenecks in artificial intelligence server racks by fundamentally transforming power delivery architecture.