Navitas Semiconductor Corp
No SEC Form 4 filings for $NVTS in the last 30 days.
See all $NVTS insider activity →Navitas Semiconductor (NVTS) and Nvidia (NVDA) launched a 24 kW 800V-to-12V board with 97% efficiency. Navitas reported Q2 revenue of $10.5M, down 27% YoY, and guided Q3 to $13.5M. The stock trades at 29.9x forward EV/sales with negative 252.3% LTM EBIT margin. Navitas aims to dominate AI data-center power infrastructure, but revenue growth remains uncertain.
Navitas Semiconductor (NVTS) received U.S. Army validation for its 10-kV silicon carbide program. The technology could expand beyond defense into grid and industrial sectors, but commercial success is yet to be seen. NVTS stock was up 2.52% on the news.
Navitas Semiconductor (NVTS) launched a 2300 V silicon carbide power module for energy and grid applications. The G4H08MT23GB4 family targets solid-state transformers, battery storage, solar inverters, and EV charging. It features low on-resistance, high isolation, and improved thermal conductivity. Samples are available now, with qualification to Navitas' AEC-Plus reliability benchmark.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning NVTS (Navitas Semiconductor Corp). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.
Recent NVTS coverage spans technology, earnings and financial news.
Guidance suggests modest sequential growth; investors may price in upside if Q3 beats expectations.
Validation could unlock defense and industrial power‑system markets, creating upside potential.
The new module expands Navitas' high‑voltage SiC portfolio, targeting grid and EV charging markets.
The deal expands NVTS's product range into XPU power solutions, targeting a $8B addressable market by 2030.
The NVIDIA partnership and the specific 800V-to-12V board design are incremental but concrete evidence NVTS is positioning for 800V AI power architectures.
AlphAI scores every news story that mentions NVTS with an AI model for sentiment and relevance, and aggregates insider trades from Navitas Semiconductor Corp's SEC EDGAR Form 4 filings. Figures refresh continuously.
Navitas Semiconductor (NVTS) and Nvidia (NVDA) launched a 24 kW 800V-to-12V board with 97% efficiency. Navitas reported Q2 revenue of $10.5M, down 27% YoY, and guided Q3 to $13.5M. The stock trades at 29.9x forward EV/sales with negative 252.3% LTM EBIT margin. Navitas aims to dominate AI data-center power infrastructure, but revenue growth remains uncertain.
2 min readNavitas Semiconductor (NVTS) received U.S. Army validation for its 10-kV silicon carbide program. The technology could expand beyond defense into grid and industrial sectors, but commercial success is yet to be seen. NVTS stock was up 2.52% on the news.
1 min readNavitas Semiconductor (NVTS) launched a 2300 V silicon carbide power module for energy and grid applications. The G4H08MT23GB4 family targets solid-state transformers, battery storage, solar inverters, and EV charging. It features low on-resistance, high isolation, and improved thermal conductivity. Samples are available now, with qualification to Navitas' AEC-Plus reliability benchmark.
2 min readNavitas Semiconductor (NVTS) completed the acquisition of Claros, adding IVR to its power portfolio, which now includes GaN and SiC. The combined technology targets AI infrastructure, aiming for an $8B+ market by 2030, according to the company.
1 min readNavitas Semiconductor (NVTS) is collaborating with NVIDIA on an 800V-to-12V power delivery board for AI systems, aiming to improve efficiency and reduce space. NVTS expects this to strengthen its position in the AI data center market, with a strategy focused on 800V architectures through 2027. The company faces competition from ON Semiconductor and STMicroelectronics.
5 min readNavitas Semiconductor (NVTS) will release Q3 2026 earnings on Nov. 3, with a conference call at 2:00 p.m. PT. CEO Chris Allexandre and CFO Tonya Stevens will discuss results and outlook. The webcast and slides will be available on the company's investor relations site.
1 min readGetty Images (NYSE:GETY) plans to file for bankruptcy under a $533M deal. Navitas (NASDAQ:NVTS) reiterated 'outperform' due to Nvidia collaboration. Cipher Digital (NASDAQ:CIFR) fell 11% on $850M convertible notes plan. BioHarvest (NASDAQ:BHST) ready to license Olive Cell. Namibia Critical Metals (TSX-V:NMI) nearing JV approval. Digi Power X (NASDAQ:DGXX) secures $200M debt financing. Renforth Resources (CSE:RFR) reports gold in Parbec deposit.
2 min readNavitas Semiconductor (NVTS) shares rose 5% after announcing a partnership with Nvidia to develop a 24-kW power delivery board for AI data centers, aiming for 97% efficiency and high power density. The board will be showcased at the OCP Global Summit 2026.
1 min readNavitas 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.
4 min readMicrochip Technology and Navitas Semiconductor unveiled a DC voltage converter for AI servers, targeting 96% efficiency, 1 MHz switching, and 2,100W per cubic inch. The design uses GaN transistors and digital control, aiming to reduce power distribution losses. It will be showcased at the OCP Global Summit in October 2026.
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