Navitas Semiconductor Accelerates AI Infrastructure with Breakthrough Power Technology
Navitas Semiconductor shares surged 47% over two days following its announcement of 800 VDC power device advancements for Nvidia. The power chip designer's gallium nitride and silicon carbide solutions address the critical need for energy-efficient infrastructure in AI data centers.
The company's year-to-date 250% rally reflects growing recognition of its technology leadership. Navitas' high-voltage architectures and strategic partnerships position it to capitalize on the $200 billion AI infrastructure market. Power conversion efficiency has emerged as a key bottleneck in AI deployment.
Industry analysts note Navitas' transition from consumer electronics to AI enabler mirrors NVIDIA's own evolution from gaming GPUs to AI accelerators. The semiconductor firm's 8-inch wafer development could further disrupt power management markets.
