Navitas Semiconductor
NVTS · NASDAQ · Technology
$11.43
+$0.30 (+2.60%) today
Market Cap
$2.98B
24h Volume
$242.8M
P/E Ratio
0.0
52w High
$31.79
52w Low
$6.43
Est. AI Revenue
25%
7-Day Sparkline (Static)
Company facts
Performance
About Navitas Semiconductor
Navitas Semiconductor designs power chips built on gallium nitride and silicon carbide instead of traditional silicon. These materials switch faster and waste less energy, letting power supplies shrink and run cooler. The company sells GaNFast power ICs and GeneSiC silicon carbide devices to electronics, industrial, and energy customers.
Its future is now aimed at AI data centers. Navitas is working with NVIDIA on 800 volt DC power architecture for next generation AI racks, where rising power demands are forcing a redesign of how electricity reaches GPUs. Today most revenue still comes from mobile and consumer fast chargers, so the data center pivot is the investment case rather than the current business.
Founded in 2014 and headquartered in Torrance, California, Navitas employs about 190 people and trades on the NASDAQ.
Navitas Semiconductor in the AI buildout
Navitas sits in the Semiconductors layer and the Data Centers layer. As AI racks climb toward power levels that legacy distribution cannot handle efficiently, the industry is moving to higher voltage DC architectures, and NVIDIA has named Navitas among its partners for 800 volt DC power on future platforms. Navitas supplies the GaN and silicon carbide devices that make those conversions efficient. Its role is early stage: a design win story ahead of a revenue story.
NVTS is tracked in Semiconductors and Data Centers & Hardware, rated Strategic on the AI Exposure leaderboard.
By the numbers
52-week range
NVTS trades at $11.43, 20% of the way up its 52-week range of $6.43 to $31.79.
Market cap
Market capitalization is $2.98B, with an AI Exposure Score of 68 out of 100.
Next earnings
Navitas Semiconductor is next expected to report earnings on November 2, 2026.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does Navitas Semiconductor do?
Navitas designs power semiconductors using gallium nitride and silicon carbide, materials that convert electricity faster and with less waste than silicon. Its chips go into fast chargers, solar, industrial systems, and increasingly data center power supplies.
How is Navitas Semiconductor exposed to AI?
Supercycle rates Navitas Strategic with an AI Exposure Score of 68 out of 100. It is partnered with NVIDIA on 800 volt DC power architecture for next generation AI data centers, though most current revenue still comes from consumer chargers.
What is the NVIDIA partnership?
NVIDIA plans to move future AI racks to 800 volt DC power delivery, and it named Navitas among the semiconductor partners supporting that architecture. For Navitas, the collaboration positions its GaN and silicon carbide devices inside the power chain of future AI platforms.
Is NVTS a pure play AI stock?
Not yet. Navitas is rated Strategic. Its strategy and valuation story center on AI data center power, but the existing business is weighted toward mobile and consumer charging, so the AI exposure is more roadmap than revenue today.
Who leads Navitas?
Chris Allexandre became CEO in 2025, taking over from cofounder Gene Sheridan as the company sharpened its focus on AI data center power. Navitas was founded in 2014 and is headquartered in Torrance, California.
Profile written 2026-08, updated as the business changes. Editorial content, not investment advice.
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