Navitas Semiconductor (NVTS) Corporate presentation summary

Strategic shift and market opportunity

• Strategic focus shifts to AI infrastructure, high-performance computing, and industrial electrification, away from consumer markets.

• Addressable market targeted to exceed $8B by 2030; cited segments include AI data centers at $5.3B, grid and energy infrastructure at $1.6B, industrial electrification at $0.7B, and high-performance computing at $0.4B.

• Claros acquisition adds IVR technology to GaN and HV/UHV SiC, completing a grid-to-xPU power portfolio.

Grid-to-xPU power architecture

• Proposed architecture moves from grid conversion to native 800 VDC distribution, then high-density DC-DC conversion and IVR close to the xPU.

• 800 VDC sidecars and server trays, solid-state transformers, and battery storage are positioned to simplify conversion and support grid resilience.

• Legacy lateral power delivery can lose up to 30% of power; data centers lose 40% of power, with most losses attributed to the final inches.

• XPU package power trend reaches 15,360 W by 2032, increasing demand for power density, thermal management, and faster delivery.

Claros IVR platform

• IVR stack combines digital control, power FETs, passives, advanced packaging, and system architecture.

• Packaged IVR supports vertical power delivery; embedded IVR integrates power chiplets and passives into the xPU substrate for shorter paths and faster transient response.

• Modular architecture scales from chip-level building blocks to system configurations exceeding 10 kA.