NVTS Navitas Semiconductor Corporation
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Executive Summary
Navitas Semiconductor announced its participation in NVIDIA's AI Factory MGX ecosystem, showcasing an 800V-to-6V GaN-based power delivery board at COMPUTEX 2026. The collaboration highlights Navitas' role in enabling next-generation AI data center power architectures, but no new contracts, revenue, or financial guidance were disclosed.
Actionable Insight
The announcement reinforces Navitas' positioning in the AI data center power market, but lacks concrete financial commitments. Monitor for future design wins or supply agreements with NVIDIA or other hyperscalers that could provide revenue visibility.
Key Facts
- Navitas participated in NVIDIA's Partner Ceremony on May 29, 2026, in Taipei.
- Navitas is showcasing its 800V-to-6V DC-DC power delivery board at NVIDIA's AI Factory MGX Ecosystem Showcase at COMPUTEX 2026 (June 2–5).
- The PDB uses 16 GaNFast FETs (650V, 11 mOhms) and aims for 97.5% peak efficiency at 1 MHz switching frequency.
- The PDB eliminates the need for a traditional 48V intermediate bus converter stage in compute server trays.
- Navitas provides GaN and SiC technologies for AI data center power delivery, including 2300V/3300V SiC power modules and 1200V SiC MOSFETs.
- No financial terms, contract values, or revenue guidance were disclosed in the press release.
Financial Impact
No financial figures disclosed; the press release is a technology showcase and ecosystem collaboration announcement.
Risk Factors
- No binding contract or revenue commitment from NVIDIA was announced.
- Competition from other GaN/SiC power semiconductor vendors in the AI data center space.
- Execution risk in scaling production for high-volume AI data center deployments.
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3306044 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 3, 2026
2d ago
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Press Release
| $30.84 awaiting T+1 | awaiting T+1 | — | $25.26 (−18.08%) |
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May 29, 2026
6d ago
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Insider Cluster
| $24.86 $25.86 | ▼ −4.02% | ▼ −3.87% | $25.26 (−1.63%) |
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May 28, 2026
7d ago
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144
| $26.60 $24.86 | ▼ −6.54% | ▼ −6.82% | $25.26 (−5.02%) |
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May 28, 2026
8d ago
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144
| $28.51 $26.60 | ▼ −6.70% | ▼ −6.94% | $25.26 (−11.38%) |
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May 27, 2026
8d ago
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144
| $28.51 $26.60 | ▲ +6.70% | ▲ +6.94% | $25.26 (+11.38%) |
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May 22, 2026
13d ago
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8-K
| — | awaiting T+1 | — | — |
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May 22, 2026
13d ago
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8-K
| $31.79 $29.89 | ▼ −5.98% | ▼ −5.93% | $25.26 (−20.53%) |
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May 15, 2026
20d ago
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DEFA14A
| $19.67 $19.43 | ▼ −1.22% | ▼ −0.57% | $25.26 (+28.44%) |
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May 13, 2026
23d ago
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8-K
| $21.17 $22.32 | ▼ −5.43% | ▼ −4.65% | $25.26 (−19.34%) |
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May 11, 2026
24d ago
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DEFA14A
| $19.25 $19.25 | · 0.00% | ▼ −0.54% | $25.26 (+31.25%) |
US Market Status
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