Overview
- Navitas announced progress on gallium nitride and silicon carbide devices designed to support Nvidia’s proposed 800 VDC AI factory power distribution.
- The company introduced 100 V GaN FETs for GPU board DC‑DC stages built on a 200 mm GaN‑on‑Si process via a partnership with Power Chip, alongside a 650 V GaN line and high‑voltage SiC MOSFETs, with samples and evaluation boards available.
- Nvidia referenced Navitas in ecosystem materials tied to a planned shift to 800 VDC for Kyber racks expected to begin deployment in 2027, reinforcing Navitas’s supplier positioning.
- Navitas shares jumped roughly 21% to 31% in extended trading and set new highs the next session, with year‑to‑date gains near 180% and short interest reported above 20%.
- Coverage notes Navitas remains unprofitable and faces competition, with analysts divided and Q3 results due Nov. 3 that could clarify design wins, manufacturing scale, and revenue conversion.