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NASDAQ:NVTS 10 October 2025 - 14 October 2025

Nvidia’s AI Power Play Sends Navitas Semiconductor Stock Soaring – Here’s Why It Matters

Nvidia’s AI Power Play Sends Navitas Semiconductor Stock Soaring – Here’s Why It Matters

On Oct. 13, 2025 Navitas Semiconductor announced it had “developed advanced 800 VDC GaN and SiC power devices” for NVIDIA’s forthcoming AI data center architecture Navitassemi. The market reacted immediately. NVTS stock closed ~21% higher on Oct. 13 and surged to ~$12.71 after hours ts2.tech. Analysts noted the trigger: Navitas’s press release confirmed it would supply GaN/SiC chips to enable NVIDIA’s new 800V DC “AI factory” power system Navitassemi Gurufocus. In other words, as Nvidia pushes a dramatic shift in data center design, Navitas stepped into the spotlight. CEO Chris Allexandre hailed the move: “As NVIDIA drives transformation in AI infrastructure, we’re proud to support this shift with advanced GaN and SiC power solutions that enable the efficiency, scalability, and reliability required by next‑generation data centers,” he said Globenewswire. Industry observers call this NVIDIA endorsement a powerful validation of Navitas’s technology. One analyst quoted by TechStock² described Navitas as “one of the most important growth stories of the decade” given booming AI and EV power needs ts2.tech.
14 October 2025
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Navitas Semiconductor (NVTS) Stock Skyrockets 27% on Nvidia AI Breakthrough – Is a Major Rally Just Beginning?

Navitas Semiconductor (NVTS) Stock Skyrockets 27% on Nvidia AI Breakthrough – Is a Major Rally Just Beginning?

In-Depth Analysis: Navitas Semiconductor is a fabless chipmaker specializing in wide-bandgap power electronics. It pioneered “GaNFast” ICs that monolithically integrate GaN transistors with control circuits ts2.tech. These allow much smaller, more efficient power supplies because GaN can run at higher frequencies with lower losses. In 2022 the company also acquired GeneSiC, adding high-voltage SiC diodes and MOSFETs for EV and energy applications. By mid-2025, Navitas’ revenue mix was split among fast chargers, industrial, solar, EV, and data centers finviz.com ts2.tech. However, growth stalled in 2024–25. Navitas had warned that mobile/consumer demand was softening, EV/solar customers were destocking, and its former China distributor left finviz.com. With 60% of sales from China, ongoing tariff uncertainties also weighed on orders. The result: Q2’25 sales fell to $14.5M ir.navitassemi.com ts2.tech, and for 2025 analysts now expect ~ $48–54M full-year ts2.tech. The Q2 loss was $0.05 per share ts2.tech, and the company is burning cash on R&D. Navitas’ strategy has been to ride industry upcycles: it surged in 2022-23 on GaN/SiC hype, but now is in a transition. Management has shifted resources out of low-margin chargers into higher-power markets ir.navitassemi.com ts2.tech. The $100M capital raise in Q2 was earmarked for funding this pivot, including financing
14 October 2025
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Up 150% YTD: Navitas Semiconductor (NVTS) Rides the GaN Power Wave into AI’s Future

Navitas (NVTS) Stock Skyrockets on NVIDIA AI Power Deal – 150% YTD, Rally Set to Continue?

Navitas’s stock has seen an explosive run in late 2025. After closing around $8–9 in early October, NVTS leapt to $9.97 on Oct 13finviz.com. The 21.1% jump on Oct 13 came on unusually heavy volume – about 5× the normal daily volumemarketbeat.com – fueled by news and short-covering. Finviz data show NVTS trading well above its 50-day and 200-day moving averagesmarketbeat.com, reflecting strong upward momentum. The relative strength index is around 70–77ts2.techfinviz.com, indicating an overbought condition in the short term. The stock’s betamarketbeat.com and high short interest also imply volatile trading and squeeze potential. In short, NVTS is in a powerful uptrend but technically extended, so pullbacks are possible after such steep gainsts2.techmarketbeat.com. NVIDIA AI Partnership: The biggest headline is Navitas’s mid-2025 deal with NVIDIA to co-develop an 800-volt DC power architecture for next-gen AI data centersglobenewswire.comts2.tech. NVIDIA plans to shift from 54V to 800V power rails in future “AI factory” servers by 2027, and Navitas was selected as a key GaN/SiC power-chip supplier. This endorsement instantly raised Navitas’s profile – Nasdaq/Marketbeat notes the stock “shot into orbit” on the news as the company became an “AI arms dealer” for data centersts2.tech. The Oct 13 press release on the NVIDIA
14 October 2025
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Up 150% YTD: Navitas Semiconductor (NVTS) Rides the GaN Power Wave into AI’s Future

Up 150% YTD: Navitas Semiconductor (NVTS) Rides the GaN Power Wave into AI’s Future

Navitas Semiconductor is a fabless semiconductor company founded in 2014 that specializes in next-generation power electronics. It pioneered the integration of gallium nitride transistors with drive, control, sensing, and protection circuits into single “GaNFast” power ICsnavitassemi.com. These GaN power chips switch much faster than traditional silicon, enabling smaller, more efficient chargers and power converters. Navitas’s technology can increase energy efficiency by up to 40% and switch speeds 100× faster than legacy silicon solutionsnavitassemi.com, allowing power systems to be significantly lighter and more compact. The company initially gained traction in consumer electronics – its GaN ICs have been used in ultra-fast smartphone and laptop chargersglobenewswire.comglobenewswire.com. By monolithically integrating the GaN power FET and control circuitry, Navitas made it easier for manufacturers to adopt GaN, delivering “digital in, power out” simplicity for power designersnavitassemi.com. This helped Navitas build a leading position in the fast-charger market over the past five years.
10 October 2025
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