Navitas Semiconductor launched a 10 kW DC-DC power platform, achieving 98.5% efficiency for next-gen AI data centers.
Quiver AI Summary
Navitas Semiconductor has introduced a groundbreaking 10 kW DC-DC power platform that achieves up to 98.5% peak efficiency and a switching frequency of 1 MHz, specifically designed to support the expanding power needs of next-generation AI data centers. This innovative all-GaN platform utilizes advanced GaNFast FET technology in a compact three-level half-bridge architecture and is capable of delivering high power density of 2.1 kW/in³. The system supports multiple voltage architectures, integrating necessary auxiliary power and control to streamline adoption and enhance module designs for high-voltage direct current (HVDC) AI data centers. Chris Allexandre, President and CEO of Navitas, emphasized the platform’s role in transforming data center power infrastructure to meet the increasing demands of AI workloads. This solution will be showcased at the upcoming APEC conference in March 2026.
Potential Positives
- Navitas Semiconductor unveiled a 10 kW DC-DC power platform that achieves a peak efficiency of up to 98.5% and a switching frequency of 1 MHz, representing a significant advancement in power density for AI data centers.
- The platform integrates advanced GaN technologies, supporting 800 V-to-50 V and +/- 400 V-to-50 V architectures, which facilitates adoption in high-power-density module designs.
- This launch positions Navitas as a key player in supporting the future power requirements for AI workloads, addressing the anticipated demand for increased computational power.
- The 10 kW DC-DC platform is currently being evaluated by key data center customers, indicating strong interest and potential demand in the market.
Potential Negatives
- The press release heavily relies on forward-looking statements, which come with significant risks and uncertainties that may not materialize, potentially misleading investors regarding the company's future performance.
- There is no immediate customer commitment mentioned for the new technology, indicating that the product is still in evaluation, which may delay or hinder revenue generation.
- The need for advanced semiconductor technologies to support AI data centers, while innovative, may also indicate that the company is heavily dependent on the rapidly evolving AI market, posing a risk if market demands shift.
FAQ
What is Navitas Semiconductor's latest product announcement?
Navitas announced a 10 kW DC-DC power platform featuring up to 98.5% efficiency, targeting AI data centers.
How does the 10 kW platform support AI data centers?
The platform delivers high power density and efficiency needed for the expanding power requirements of next-generation AI workloads.
What technology does Navitas use in the 10 kW platform?
The platform uses GaNFast™ gallium nitride FETs in a three-level half-bridge architecture, achieving remarkable efficiency and performance.
Where can I see the 10 kW platform showcased?
The platform will debut at the Navitas booth (#2027) during APEC, taking place from March 22-26 in San Antonio, TX.
How can I get more information on Navitas products?
For more details, you can reach out to your Navitas representative or email [email protected].
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$NVTS Insider Trading Activity
$NVTS insiders have traded $NVTS stock on the open market 19 times in the past 6 months. Of those trades, 0 have been purchases and 19 have been sales.
Here’s a breakdown of recent trading of $NVTS stock by insiders over the last 6 months:
- BRIAN LONG has made 0 purchases and 10 sales selling 4,410,991 shares for an estimated $30,673,501.
- DIPENDER SALUJA has made 0 purchases and 2 sales selling 1,188,884 shares for an estimated $9,803,428.
- TODD GLICKMAN (Sr. V.P., CFO & Treasurer) has made 0 purchases and 3 sales selling 174,965 shares for an estimated $1,784,712.
- GARY KENT JR WUNDERLICH has made 0 purchases and 3 sales selling 178,300 shares for an estimated $1,652,254.
- RANBIR SINGH sold 179,354 shares for an estimated $1,556,828
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$NVTS Revenue
$NVTS had revenues of $10.1M in Q3 2025. This is a decrease of -53.36% from the same period in the prior year.
You can track NVTS financials on Quiver Quantitative's NVTS stock page.
$NVTS Hedge Fund Activity
We have seen 139 institutional investors add shares of $NVTS stock to their portfolio, and 110 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MILLENNIUM MANAGEMENT LLC removed 3,348,630 shares (-79.7%) from their portfolio in Q3 2025, for an estimated $24,177,108
- STATE STREET CORP added 3,280,959 shares (+81.9%) to their portfolio in Q3 2025, for an estimated $23,688,523
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 2,720,838 shares (+76.1%) to their portfolio in Q3 2025, for an estimated $19,644,450
- BANK OF AMERICA CORP /DE/ removed 2,073,319 shares (-63.8%) from their portfolio in Q3 2025, for an estimated $14,969,363
- INVESCO LTD. removed 1,881,778 shares (-58.7%) from their portfolio in Q3 2025, for an estimated $13,586,437
- UBS GROUP AG added 1,875,228 shares (+131.0%) to their portfolio in Q4 2025, for an estimated $13,389,127
- BLACKROCK, INC. added 1,768,506 shares (+17.9%) to their portfolio in Q3 2025, for an estimated $12,768,613
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$NVTS Analyst Ratings
Wall Street analysts have issued reports on $NVTS in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 08/26/2025
To track analyst ratings and price targets for $NVTS, check out Quiver Quantitative's $NVTS forecast page.
$NVTS Price Targets
Multiple analysts have issued price targets for $NVTS recently. We have seen 2 analysts offer price targets for $NVTS in the last 6 months, with a median target of $10.5.
Here are some recent targets:
- Kevin Cassidy from Rosenblatt set a target price of $8.0 on 11/10/2025
- N. Quinn Bolton from Needham set a target price of $13.0 on 11/04/2025
Full Release
TORRANCE, Calif., Feb. 09, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), a leader in GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, unveiled a breakthrough 10 kW DC-DC power platform delivering up to 98.5% peak efficiency and 1 MHz switching frequency, enabling unprecedented power density to support the rapid, large-scale expansion of next-generation AI data centers.
The all-GaN 10 kW 800 V–to–50 V DC-DC platform employs advanced 650 V and 100 V GaNFast FETs in a three-level half-bridge architecture with synchronous rectification to deliver 98.5% peak efficiency and 98.1% full load efficiency in a full-brick (61 × 116 × 11 mm) package, achieving 2.1 kW/in³ power density.
The resulting production-oriented platform supports 800 V–to–50 V and + / - 400 V–to–50 V architectures at 10 kW, integrating auxiliary power and control to simplify adoption and enable high–power-density module designs for next-generation HVDC AI data centers. Read more on Navitas’ Whitepaper on “ Redefining Data Center Power: GaN and SiC Technologies for Next-Gen 800 VDC Infrastructure ”.
"The design platform enables the transition to HVDC data center power infrastructure, supporting the future power requirements of AI workloads that will demand between 100- and even 1,000-times more compute per query,” said Chris Allexandre, President and CEO of Navitas Semiconductor. “Navitas continues to redefine what’s possible in AI data center power, with the 10 kW DC-DC solution giving breakthrough efficiency, power density, and scalability to allow faster and cooler operation while making them more sustainable.”
The 10 kW DC-DC platform is being evaluated by key data center customers through collaborative development and will make its debut at the Navitas booth (#2027) at APEC, March 22–26 in San Antonio, TX.
To find out more information about this solution please reach out to your Navitas representative or write to [email protected] .
About Navitas
Navitas Semiconductor
(Nasdaq: NVTS) is a next-generation power semiconductor leader in gallium nitride (GaN) and IC integrated devices, and high-voltage silicon carbide (SiC) technology, driving innovation across AI data centers, performance computing, energy and grid infrastructure, and industrial electrification. With more than 30 years of combined expertise in wide bandgap technologies,
GaNFast™ power ICs
integrate GaN power, drive, control, sensing, and protection, delivering faster power delivery, higher system density, and greater efficiency.
GeneSiC™
high-voltage SiC devices leverage patented
trench-assisted planar technology
to provide industry-leading voltage capability, efficiency, and reliability for medium-voltage grid and infrastructure applications. Navitas has over 300 patents issued or pending and is the world’s first semiconductor company to be
CarbonNeutral
®
-certified.
Navitas Semiconductor, GaNFast, GaNSense, GeneSiC, and the Navitas logo are trademarks or registered trademarks of Navitas Semiconductor Limited and affiliates. All other brands, product names, and marks are or may be trademarks or registered trademarks used to identify products or services of their respective owners.
Contact Information
Navitas Semiconductor
Vipin Bothra
[email protected]
Navitas Investor Contacts
Leanne Sievers | Brett Perry
Shelton Group
[email protected]
Cautionary Statement Regarding Forward-Looking Statements
This press release includes “forward-looking statements” within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements are attempts to predict or indicate future events or trends or similar statements that are not a reflection of historical fact. Forward-looking statements may be identified by the use of words such as “we expect” or “are expected to be,” “estimate,” “plan,” “project,” “forecast,” “intend,” “anticipate,” “believe,” “seek,” or other similar expressions. Forward-looking statements are made based on estimates and forecasts of financial and performance metrics, projections of market opportunity and market share and current indications of customer interest, all of which are based on various assumptions, whether or not identified in this press release. All such statements are based on current expectations of the management of Navitas and are not predictions of actual future performance. Forward-looking statements are provided for illustrative purposes only and are not intended to serve as, and must not be relied on by any investor as, a guarantee, an assurance, a prediction or a definitive statement of fact or probability. Actual events and circumstances are difficult or impossible to predict and will differ from assumptions and expectations. Many actual events and circumstances that affect performance are beyond the control of Navitas and, forward-looking statements are subject to a number of uncertainties. Our businesses are subject to certain risks that could materially and adversely affect our respective business, financial condition, results of operations, or the value of our securities. For Navitas, these and other risk factors are discussed in the Risk Factors section beginning on p. 15 of our annual report on Form 10-K for the year ended December 31, 2024, as updated in the Risk Factors section of our most recent quarterly report on Form 10-Q, and in other documents we file with the SEC. If any of these risks, as discussed in more detail in our SEC reports, materialize or if our assumptions underlying forward-looking statements prove to be incorrect, actual results could differ materially from the results implied by these forward-looking statements.
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/d158f1c9-6413-4d77-beed-d1aa64c6bd23