Navi Microelectronics' stock price soars! Progress made in power device research and development will empower NVIDIA's 800V power architecture
Navitas Semiconductor has made progress in the development of 800-volt direct current gallium nitride (GaN) and silicon carbide (SiC) power devices to support NVIDIA's 800 high-voltage direct current architecture. This news drove Navitas's stock price up by 21.14%, with an additional increase of over 30% in after-hours trading, and the stock price has surged more than 350% in the past six months. The technology aims to address the power distribution challenges of AI data centers, enhancing energy efficiency and system reliability
According to the Zhitong Finance APP, Navitas Semiconductor (NVTS.US) announced progress in the research and development of advanced 800-volt direct current (800 VDC) gallium nitride (GaN) and silicon carbide (SiC) power devices to support NVIDIA's latest 800 high-voltage direct current (HVDC) architecture for next-generation artificial intelligence (AI) computing platforms. Boosted by this news, Navitas Semiconductor's stock rose 21.14% on Monday and increased by over 30% in after-hours trading.
Data shows that Navitas Semiconductor's stock price has skyrocketed over 350% in the past six months. On May 21 of this year, Navitas Semiconductor announced a collaboration with NVIDIA to develop the next-generation 800-volt high-voltage direct current (HVDC) architecture, which will support GPU-powered "Kyber" rack-level systems, including the Rubin Ultra. Navitas Semiconductor's GaN and SiC technologies will play a key role in this collaboration.
The new power architecture aims to address power distribution challenges in AI factories (data centers designed specifically for large-scale artificial intelligence and high-performance computing loads). Traditional 54-volt power distribution within racks can no longer meet the power density requirements of multi-megawatt cabinets. With a strong balance sheet featuring a current ratio of up to 8.23 and a debt-to-equity ratio of only 0.02, Navitas Semiconductor is well-positioned to fund its technology advancement projects.
According to the company's press release, this 800-volt direct current distribution system allows for direct conversion from utility power to 800 volts DC within data centers, eliminating multiple traditional conversion stages. This approach aims to maximize energy efficiency, reduce energy loss, and enhance system reliability.
Navitas Semiconductor has launched a new line of 100-volt GaN field-effect transistor (FET) products designed for low-voltage DC-DC conversion stages on GPU power boards. The company stated that these components are manufactured using a 200-millimeter GaN-on-Si process through a strategic partnership with Power Chip. Additionally, Navitas Semiconductor offers 650-volt GaN products and high-voltage SiC MOSFETs to support power conversion at various stages within data center infrastructure.
Chris Allexandre, President and CEO of Navitas Semiconductor, stated in a press release: "As NVIDIA leads the transformation of AI infrastructure, we are proud to support this transition with advanced GaN and SiC power solutions, providing the efficiency, scalability, and reliability needed for next-generation data centers."
The company positions its technology as a full-link power system supporting modern AI data centers from "grid to GPU," providing an overall solution for high-voltage distribution and load-side conversion for advanced computing platforms, including NVIDIA's Rubin Ultra.
In addition, Navitas Semiconductor announced a management change, with Chris Allexandre officially taking over as President and CEO on September 1, 2025, succeeding co-founder Gene Sheridan. In this context, Rosenblatt maintains a "Buy" rating on Navitas Semiconductor but lowers the target price to $8.00, citing that while the company's quarterly performance met expectations, future guidance is below market consensus expectations
