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Navitas Semiconductor's NVIDIA 800V ecosystem inclusion strengthens its AI power opportunity, but a business shift and premium valuation pose risks.
Semtech's AI data center growth, rising 1.6T demand and lower valuation give it an edge over Navitas Semiconductor.
Key TakeawaysNavitas stock is up 12% in 2026 through Tuesday’s close, but it’s 73% below the high it hit in June during the AI power-chip boom.
Navitas Semiconductor recently announced an ultra high voltage 2,300 V SiC power module family and a 24 kW, 800 V to 12 V DC-DC power delivery board for AI data centers, grid infrastructure and high power energy systems.
Key TakeawaysNavitas Semiconductor stock fell 23% in the past month, with the damage done on Oct. 12, 14 and 16, days with no company news.
Key TakeawaysNavitas and Nvidia unveiled a 24 kW board that converts 800V directly to 12V, targeting 97% efficiency at full load. Q2 revenue was $10.
Navitas Semiconductor (NASDAQ:NVTS) said its completed acquisition of Claros expands its power-semiconductor portfolio to address AI infrastructure from electrical-grid conversion through processor-level power regulation.
Key Stats for Navitas StockCurrent Price: $8. 63Target Price (Mid): ~$18Street Target: ~$14Potential Total Return: ~104%Annualized IRR: ~19% / yearWhat Happened?Navitas Semiconductor (NVTS) rose 3.
Navitas is partnering with Nvidia on AI data center power
Navitas Semiconductor teams up with NVIDIA on a 24-kW 800V-to-12V power board, aiming to boost efficiency and reduce board space in next-generation AI systems.
Navitas Semiconductor (NVTS) has put its AI data center ambitions in focus after unveiling a 24 kW 800 V-to-12 V DC-DC power delivery board, co-developed with NVIDIA for the MGX ecosystem.