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Navitas Semiconductor
Navitas Semiconductor (NVTS) investor relations material
Navitas Semiconductor 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary14 Jan, 2026
Leadership and strategic direction
New CEO with 25 years of semiconductor experience accelerated the shift from consumer/mobile to high-power markets, focusing on AI data centers, grid infrastructure, computing, and industrial sectors.
Company leverages expertise in gallium nitride (GaN) and high-voltage silicon carbide (SiC), with a decade of GaN experience and a strategic SiC acquisition.
De-emphasized automotive and consumer solar, reallocating resources to high-power, high-growth opportunities.
Emphasizes speed, system-level expertise, and strong foundry partnerships as key differentiators against larger competitors.
Maintains sufficient cash reserves to support execution and customer confidence.
Market focus and growth outlook
High-power markets targeted include AI data centers, grid infrastructure, high-performance computing, and industrial applications.
Strategic focus on 650V and above for GaN, and 1.2kV and above for SiC, avoiding crowded EV markets.
Total serviceable available market (SAM) projected to grow from several hundred million dollars to $3.5 billion by 2030, with AI data centers and grid infrastructure driving $2.4 billion of that.
Data center SAM split: $1 billion GaN, $400 million SiC, driven by adoption of 800V HVDC architectures.
Grid infrastructure SAM estimated at $1 billion, with solid-state transformers and battery energy storage as key applications.
Technology and competitive landscape
GaN adoption in data centers is accelerating due to necessity for higher density and efficiency; SiC remains easier to implement but GaN offers greater density for HVDC applications.
GaN content per megawatt in data centers estimated at $10,000–$15,000; SiC at $20,000–$25,000, with SiC content higher due to grid and AC-DC roles.
Only a few competitors, notably Infineon, offer full grid-to-core technology coverage across high-voltage SiC and GaN.
High-performance computing market for GaN chargers projected at $400 million, with adoption driven by AI-enabled notebooks requiring higher wattage chargers.
Competitive landscape in high-end computing is less commoditized, with major U.S. and Taiwan players and ongoing IP disputes among GaN vendors.
What specific tech needs drive new high-power markets?
Who else offers grid-to-core power solutions?
Detail the GaN foundry transition plan and risks
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Next Navitas Semiconductor earnings date
Q4 202524 Feb, 2026
Navitas Semiconductor
Next Navitas Semiconductor earnings date
Q4 202524 Feb, 2026
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Frequently asked questions
Navitas Semiconductor Corporation is a technology company specializing in the design and development of gallium nitride (GaN) power semiconductors. These semiconductors are used to improve energy efficiency and reduce size in power electronics, including fast chargers, data centers, renewable energy systems, and electric vehicles. Navitas' GaN-based solutions offer higher performance and lower power loss compared to traditional silicon-based components, making them ideal for next-generation energy applications. The company is headquartered in Torrance, California, USA, and its shares are listed on the NASDAQ.
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