Navitas Semiconductor Corporation - Common Stock (NVTS)

On March 11, 2026, investors reacted to Navitas’s newest AI data center push.

Navitas Semiconductor launched two new silicon carbide MOSFET technology packages that were “a direct response to the need for more power in less space,” as per the company.

The market is trying its best to climb, but oil's blazing instead. The top story today is Oracle absolutely ripping 10% after crushing earnings The other story today is Nebius Group exploding after announcing a massive strategic partnership with Nvidia. The deal includes a $2 billion investment from Nvidia Right behind it, Navitas Semiconductor is ripping 20%

Navitas just revealed technology targeting one of the biggest hidden bottlenecks in the AI boom, and the implications for NVTS stock could surprise investors.

QDPAK and Low-profile TO247 in the latest GeneSiC™ 5th Generation Trench-Assisted Planar SiC MOSFET technology deliver significant improvements in performance and lifetime for AI data centers, grid and energy infrastructure, and industrial electrification with voltage ratings of 1200 V

First systems developed by EPFL featuring GeneSiC™ 3300V and 1200V SiC devices showcase the strength of Navitas’ Grid and Energy infrastructure portfolio, accelerating the adoption of 800V DC AI data centers.

Navitas develops gallium nitride power chips for electronics makers worldwide, focusing on energy efficiency and compact design.

The company continues to prepare to play a major role in the rollout of a new generation of data centers coming next year.

TORRANCE, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), a leader in GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, will exhibit its latest innovations for AI data centers, performance computing, energy and grid infrastructure, and industrial electrification at APEC 2026 (booth #2027) in San Antonio, Texas from March 22-26.At the event, Navitas will unveil the 10 kW ‘GaN-powered’ 800 V–to–50 V DC-DC platform that employs advanced 650 V and 100 V GaNFast FETs in a three-level half-bridge architecture with synchronous rectification to deliver 98.5% peak efficiency. This full-brick package design platform achieves 2.1 kW/in³ power density and also supports + / - 400 VDC standard for AI datacenters. Additionally, Navitas will feature a 12 kW AI data center power supply, which leverages IntelliWeave™ digital control to achieve unmatched efficiency, power density, and performance, along with an 8.5 kW OCP power supply and 4.5 kW CRPS power supply.

Navitas showed hints that its financials may have bottomed as it attempts a big turnaround.

The power-chip maker reported fourth-quarter revenue above expectations and said it is in multiple discussions for new customer deals.

The company's data center opportunity is enormous, but this is well reflected in the stock's valuation.

Navitas stock has jumped 188% over the past year, but is it a better buy?

Investors are eyeing Navitas for its silicon carbide-based (SiC) semiconductors, which are said to be more efficient and better suited for high-power uses like AI data centers

This stock is a high-risk, high-upside AI infrastructure play focused on making power delivery in chips more efficient.

Shares of Navitas Semiconductor Corporation (NASDAQ: NVTS) are falling amid a broader technology stock sell-off, despite the company launching a fifth-generation platform that will lead to better data center efficiencies.

The latest GeneSiC™ 5th Generation Trench-Assisted Planar (TAP) SiC MOSFET technology delivers significant improvements in performance, reliability, and robustness for AI data centers, grid and energy infrastructure and, industrial electrification

Industry-leading high-power-density full-brick DC-DC platform leveraging latest 650 V and 100 V GaNFast™ FETs to deliver unmatched efficiency, power density, and performance for 800 V DC and +/-400 V architectures.

Navitas Semiconductor is pivoting into higher-margin lines of business that should pay off in 2026.

TORRANCE, Calif., Jan. 28, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, (Nasdaq: NVTS) today announced that it will report fourth quarter and full year 2025 financial results on Tuesday, February 24, 2026, after the market close.

These businesses see opportunities in the burgeoning AI field, but each has a catch.