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Navitas Semiconductor Corporation
Information Technology · Semiconductors
5kW+ GaN/SiC modules, and hyperscaler racks moving from 54V to 800V HVDC distribution. $NVDA publicly named Navitas as a partner on its 800V HVDC reference architecture for next-gen GPU racks, validating the GaN/SiC content story.
AI data-center PSU TAM expanding 4-5x by 2030 on rack-power density; $NVDA partnership de-risks design-win narrative and pulls forward 2027+ revenue; GaN penetration in fast chargers + EV onboard chargers is the cash-flow leg while AI ramps; GeneSiC acquisition gives full GaN+SiC stack vs GaN-only peers; small cap relative to TAM = high beta to thesis confirmation.
still EPS-negative with cash burn through 2027 on consensus; AI design-win revenue lags announcement by 18-24 months - gap risk; competition from $ON $STM $IFNNY in SiC and $TXN $POWI in integrated GaN compresses ASPs; consumer GaN charger leg is commoditizing fast; valuation already discounts a clean execution path on $NVDA partnership; small float + retail-heavy holder base = high volatility around catalyst windows.