START FREE TRIAL
Home Technology Navitas Semiconductor Corp

Navitas Semiconductor Corp

$19.00

SKU: NVTS Category:

Description

Navitas Skyrockets With Nvidia—How A $2.6 Billion Market Could Fuel The Surge!

 

Navitas Semiconductor has become one of Wall Street’s most explosive semiconductor stories of 2025, surging over 60% in just four days after announcing deeper collaboration with Nvidia on next-generation AI power infrastructure. Following a 21% gain on Monday and another 17% on Tuesday to $11.63, the gallium nitride (GaN) and silicon carbide (SiC) chipmaker has cemented itself as a critical player in the AI hardware supply chain. The company’s new power devices will enable Nvidia’s planned 800-volt data center architecture—designed to support megawatt-scale AI computing platforms with superior efficiency and scalability. Beyond the immediate market euphoria, Navitas’ partnership underscores its strategic pivot away from mobile and EV end markets toward AI-driven data centers and energy infrastructure. Despite industry headwinds, including tariff risks and solar/EV softness, management’s renewed focus, strong balance sheet, and upcoming 8-inch Powerchip manufacturing transition have set the stage for a potentially transformative long-term growth cycle.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

Want unlimited access to our reports? Purchase our $99 annual subscription!