Navitas Semiconductor (NVTS) Deepens Nvidia Ties—Will GaN Advance Its Position in AI Data Centers?

• Navitas Semiconductor recently announced a partnership with Nvidia to jointly develop 800V HVDC architecture for AI data centers, leveraging its advanced Gallium Nitride (GaN) technology.
• This collaboration not only highlights Navitas's established reputation in high-efficiency semiconductors but also emphasizes the growing relevance of GaN in powering next-generation AI infrastructure.
• Let's examine how the Nvidia partnership reinforces Navitas's investment narrative by expanding its reach into high-impact AI data center applications.

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Navitas Semiconductor Investment Narrative Recap

For investors considering Navitas Semiconductor, the investment narrative centers on the adoption of its highly efficient GaN technology in high-growth sectors such as data centers and electric vehicles. The newly announced partnership with Nvidia adds credibility and market access in AI infrastructure, yet the most important near-term catalyst, securing design wins that move into volume production, remains separate from this news, while ongoing revenue softness in industrial and solar markets continues to be the biggest risk.

Of the recent announcements, Navitas’s new 12 kW power supply reference design for AI data centers is especially pertinent. This product release, coming on the heels of the Nvidia collaboration, helps align the company’s technology roadmap with industry demand and could be key to winning more business as data center customers seek scalable high-voltage solutions.

But even with these recent milestones, investors should still keep an eye on potential continued softness in key industrial and solar markets, as...

Read the full narrative on Navitas Semiconductor (it's free!)

Navitas Semiconductor's narrative projects $129.8 million revenue and $18.3 million earnings by 2028. This requires 23.9% yearly revenue growth and a $142.8 million earnings increase from -$124.5 million today.

Uncover how Navitas Semiconductor's forecasts yield a $6.74 fair value, a 18% downside to its current price.

Exploring Other Perspectives

Fair value estimates for Navitas stock from 11 Simply Wall St Community members range widely, from US$2.10 to US$26.76 per share. With current gains tied closely to data center and AI sector traction, it is important to recognize how sharply opinions diverge on the company’s revenue path and future outcomes.

Explore 11 other fair value estimates on Navitas Semiconductor - why the stock might be worth less than half the current price!

Build Your Own Navitas Semiconductor Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Navitas Semiconductor research is our analysis highlighting 1 key reward and 4 important warning signs that could impact your investment decision.
• Our free Navitas Semiconductor research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Navitas Semiconductor's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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