Can NVTS' Alliance With Microchip Accelerate Its AI Power Growth?
Navitas Semiconductor (NVTS) and Microchip Technology collaborated on an 800V DC-to-6V DC reference design for AI data centers, combining their technologies for higher efficiency. NVTS' high-power markets grew over 50% YoY in Q2 2026, with AI infrastructure expected to account for over one-third of sales by year-end. The company faces competition from ON Semiconductor and STMicroelectronics.
How this was made
The 30-second read
Why it matters
If data center operators standardize on 800V, design enablement packages can shorten engineering cycles and improve the odds of NVTS being selected in power-stage BOMs.
Market read
Traders may view the collaboration as a design-win enabler for NVTS in the 800V AI power transition, but the article lacks quantified financial impact.
What to watch
The article does not specify customer qualification timelines, ramp schedules, or whether NVTS receives any guaranteed volume, so the near-term earnings linkage remains uncertain.
Background
Navitas is targeting AI data center power systems with GaN devices and is partnering with Microchip to accelerate adoption of 800V rack architectures.
Ticker impact
Navitas Semiconductor is expanding its AI data center opportunity via a collaboration with Microchip on an 800V DC-to-6V DC reference design using NVTS GaNFast FETs.
Likely modest upside bias as investors price improved AI-rack power adoption and potential design-win momentum.
The article provides concrete technical scope (800V-to-6V reference design, efficiency and power density targets) and ties it to a stated AI infrastructure sales mix, but it does not quantify near-term revenue impact or contract volume.
Market effects
Highlights the shift toward 800V DC distribution in AI data centers, reinforcing demand for high-voltage power components and digital power control/security stacks.
No clear regional-specific impact described.
AI data center power architecture adoption is a global capex theme that can influence semiconductor demand across major data center markets.
Counterpoint
A reference design does not guarantee customer adoption or revenue; competitors (ON Semiconductor, STMicroelectronics) are also positioning for 800V, which could limit NVTS incremental share.
Key entities
- companyNavitas Semiconductor
Subject company developing GaN power devices and an 800V rack power reference design for AI data centers.
- companyMicrochip Technology
Partner providing digital power control and security technologies plus dsPIC33AK controllers and TA100 CryptoAuthentication.
- standards_bodyOpen Compute Project
Reference architecture alignment to the 800V DC standard for data center racks.
