Entities / Company
Navitas Semiconductor.
Company
- Reports this week
- 2
- Active events
- 2
- Connections
- 78
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Active this week
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Navitas Semiconductor and Dell Technologies are collaborating on AI data center and laptop charger technology using advanced chips.Some support4 reports
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Navitas formed a partnership with Powerchip for manufacturing and partnered with Xiaomi on a high-end mobile charger.Well supported5 reports2 developments inside
Earlier this month
One to three months ago
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Nvidia's new 800-volt architecture requires components from Navitas Semiconductor.Some support2 reports
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Navitas Semiconductor and GlobalFoundries announced a partnership focused on the production of 8-inch Gallium Nitride (GaN) devices.Some support1 report
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Navitas Semiconductor filed a lawsuit in Texas alleging that Renesas Electronics Corporation infringes patents related to products used in AI data centers and energy grid infrastructure.Some support4 reports
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Jefferies Financial Group set a price target for Navitas Semiconductor stock.Some support2 reports
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Navitas Semiconductor exited its mobile/consumer businesses in China and collaborated with Nvidia on data center power solutions.Well supported3 reports
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U.S. restrictions are impacting H20 chip sales, while Nvidia is viewed as a bellwether for the AI boom.Well supported4 reports2 developments inside
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Wolfspeed filed a patent infringement complaint against Navitas Semiconductor.Some support3 reports
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Navitas, Changan, and Wolfspeed are leading in SiC technology, which is being adopted in mass-market electric vehicles.Some support1 report2 developments inside
Gone quiet
No new reports in 90+ days-
Morgan Stanley issued an underweight rating for Navitas Semiconductor.Some support3 reports
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Financial figures for the trailing 12 month period were shown involving H.B. Fuller and TTM on June 27, 2025.Some support14 reports1 development inside
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Navitas Semiconductor and ChargePoint are involved in technology markets, with Nvidia utilizing Navitas' GaN and SiC chips for AI workloads.Some support3 reports1 development inside
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Navitas provides GaNSense Control ICs for Xiaomi chargers, furthering the collaboration between the two companies.Well supported3 reports
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Navitas Semiconductor and ON Semiconductor partnered to develop next-generation data center technology using silicon carbide chips for the auto industry.Some support3 reports1 development inside
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Market comparison based on financial metrics between Navitas Semiconductor and Nve.Some support1 report
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The EV market is navigating intense competition, declining US consumer confidence, and political opposition, while technology and global agencies provide market outlooks.Speculative1 report
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Trump's oil and gas pledge is reported to benefit US stocks, specifically involving Navitas Semiconductor.Some support1 report
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Navitas Semiconductor and Vertiv are collaborating to provide critical power and cooling and develop efficient 800V HVDC solutions for new data centers.Speculative1 report
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Navitas Semiconductor is powering various EV systems through technical collaborations, including those with VREMT (a Geely subsidiary), ZEEKR, Volvo, and the Singapore-MIT Alliance.Speculative1 report
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Speculation suggests Navitas Semiconductor may be a customer of Aehr Test Systems, highlighting their shared presence in the electronics industry.Speculative1 report
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MESH (Norway) welcomed companies like Tenstorrent and Quanta at its forum and announced an investment in Navitas Semiconductor.Speculative1 report
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Powerchip and Navitas Semiconductor announced a partnership to begin 200mm GaN production at Fab 8B in Zhunan Science Park.Speculative1 report
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Navitas Semiconductor participated in a conference hosted by CJS Securities on July 3, 2025.Speculative1 report
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Navitas Semiconductor and Tesla are involved in discussions regarding tariffs and investments in GaN technology.Some support2 reports
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Microsoft continues data center spending plans, utilizing Navitas GaN chips to convert HVDC for Nvidia GPUs.Speculative1 report
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Navitas Semiconductor and Texas Instruments are involved in power management chips, and Jay Goldberg upgraded TI stock to neutral.Some support1 report
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Navitas Semiconductor confirmed Todd Glickman as CFO and held investor events in Chicago on August 5, 2025.Some support1 report
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Navitas operates within the Semiconductors industry and outperformed the S&P 500 this year.Some support4 reports
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Navitas Semiconductor is teaming up with Nvidia to develop hardware solutions for AI.Some support2 reports
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Ron Shelton was appointed to the Board of Directors of QuickLogic Corporation.Some support1 report
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Navitas Semiconductor and Wolfspeed are now supplying high-voltage solutions for AI data centers.Some support1 report1 development inside
No events began in the chosen period. Widen it, or reset.
Around Navitas Semiconductor this week
News at the entities that move Navitas Semiconductor most-
Nvidia StructuralNvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.Moves Navitas Semiconductor
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GlobalFoundries StructuralEcolab provides advanced products for semiconductor manufacturing, involving both Ecolab and GlobalFoundries.Moves Navitas Semiconductor
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SpaceX StructuralThe UK defence ministry has adopted and begun using SpaceX's Starshield and Starlink services.Moves Navitas Semiconductor
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Nasdaq StructuralApple Inc. stock is traded on Nasdaq, and Jefferies Financial Group restated a hold rating on the company.Moves Navitas Semiconductor
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FED Shared contextIran closed the Strait of Hormuz, halting petroleum liquids movement and raising inflation concerns, which Donald Trump views as a potential solution.Moves Navitas Semiconductor
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Morgan Stanley Mentioned togetherFinancial firms including Morgan Stanley, Truist Financial, Jefferies Financial Group, and CIBC issued rating and price objective updates for Clearway Energy.Moves Navitas Semiconductor
Connections
The 22 strongest of 78, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Nvidia Structural
Navitas supplies critical GaN and SiC power semiconductors that enable and support Nvidia's next-generation AI and data center architectures.
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GlobalFoundries Structural
A functional partnership established between Navitas and GlobalFoundries for the production of 8-inch Gallium Nitride (GaN) devices.
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Xiaomi Structural
Navitas Semiconductor supplies GaNSense Control ICs to Xiaomi for its fast-charging mobile products through a long-standing collaboration.
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SpaceX Structural
Navitas products are a key component in the infrastructure buildout required by SpaceX operations.
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Wolfspeed Operational
The companies are direct competitors in the SiC power electronics market, currently engaged in patent infringement litigation initiated by Wolfspeed.
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Powerchip Operational
Navitas Semiconductor and Powerchip have established a partnership for manufacturing GaN production.
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Renesas Electronics Operational
Navitas initiated patent infringement proceedings against Renesas Electronics.
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Nasdaq Structural
Navitas Semiconductor operates as a listed entity on the Nasdaq electronic stock exchange.
Show all 22 connections
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FED Shared context
The FED's interest rate policy sets the macroeconomic backdrop that influences the investment environment and stock performance of Navitas Semiconductor.
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Micron Technology Operational
The two companies are actively competing against each other within the technology sector.
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Entegris Operational
Both companies are actively competing in the market for investment and market share.
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Baird Mentioned together
Baird, a financial services firm, has raised price targets on Navitas Semiconductor stock.
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Nve Operational
The relationship is characterized by competitive market comparisons based on financial metrics.
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MarketBeat Mentioned together
MarketBeat publishes and reports financial data and consensus ratings regarding Navitas Semiconductor.
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Morgan Stanley Mentioned together
Morgan Stanley monitors Navitas Semiconductor's market profile through investment ratings and analyst coverage.
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Torrance Shared context
Navitas Semiconductor is consistently reported as being based in Torrance, CA.
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Jefferies Financial Group Mentioned together
Jefferies Financial Group provided market analysis on Navitas Semiconductor, specifically setting a stock price target.
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Aehr Test Systems Transactional
Navitas Semiconductor is speculated to be a customer of Aehr Test Systems.
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Needham & Company Mentioned together
Needham & Company provided a buy rating and lifted the price objective for Navitas Semiconductor.
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Taipei Shared context
Navitas Semiconductor conducts business activities, such as hosting events and trade show demonstrations, within Taipei.
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Texas Shared context
Navitas Semiconductor filed a lawsuit within the legal jurisdiction of Texas.
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China Shared context
Navitas Semiconductor historically exited its mobile and consumer businesses operating in China.
History
Events by the month they beganSeptember 2026
1 eventAugust 2026
2 events- Navitas Semiconductor and GlobalFoundries announced a partnership focused on the production of 8-inch Gallium Nitride (GaN) devices.
- Navitas Semiconductor filed a lawsuit in Texas alleging that Renesas Electronics Corporation infringes patents related to products used in AI data centers and energy grid infrastructure.
July 2026
3 eventsShow 1 earlier month
June 2026
27 events- Navitas Semiconductor and Dell Technologies are collaborating on AI data center and laptop charger technology using advanced chips.
- Navitas formed a partnership with Powerchip for manufacturing and partnered with Xiaomi on a high-end mobile charger.
- Nvidia's new 800-volt architecture requires components from Navitas Semiconductor.
- U.S. restrictions are impacting H20 chip sales, while Nvidia is viewed as a bellwether for the AI boom.
- Navitas, Changan, and Wolfspeed are leading in SiC technology, which is being adopted in mass-market electric vehicles.
- Morgan Stanley issued an underweight rating for Navitas Semiconductor.
- Financial figures for the trailing 12 month period were shown involving H.B. Fuller and TTM on June 27, 2025.
- Navitas Semiconductor and ChargePoint are involved in technology markets, with Nvidia utilizing Navitas' GaN and SiC chips for AI workloads.
- Navitas provides GaNSense Control ICs for Xiaomi chargers, furthering the collaboration between the two companies.
- Navitas Semiconductor and ON Semiconductor partnered to develop next-generation data center technology using silicon carbide chips for the auto industry.
- Market comparison based on financial metrics between Navitas Semiconductor and Nve.
- The EV market is navigating intense competition, declining US consumer confidence, and political opposition, while technology and global agencies provide market outlooks.
- Trump's oil and gas pledge is reported to benefit US stocks, specifically involving Navitas Semiconductor.
- Navitas Semiconductor and Vertiv are collaborating to provide critical power and cooling and develop efficient 800V HVDC solutions for new data centers.
- Navitas Semiconductor is powering various EV systems through technical collaborations, including those with VREMT (a Geely subsidiary), ZEEKR, Volvo, and the Singapore-MIT Alliance.
- Speculation suggests Navitas Semiconductor may be a customer of Aehr Test Systems, highlighting their shared presence in the electronics industry.
- MESH (Norway) welcomed companies like Tenstorrent and Quanta at its forum and announced an investment in Navitas Semiconductor.
- Powerchip and Navitas Semiconductor announced a partnership to begin 200mm GaN production at Fab 8B in Zhunan Science Park.
- Navitas Semiconductor participated in a conference hosted by CJS Securities on July 3, 2025.
- Navitas Semiconductor and Tesla are involved in discussions regarding tariffs and investments in GaN technology.
- Microsoft continues data center spending plans, utilizing Navitas GaN chips to convert HVDC for Nvidia GPUs.
- Navitas Semiconductor and Texas Instruments are involved in power management chips, and Jay Goldberg upgraded TI stock to neutral.
- Navitas Semiconductor confirmed Todd Glickman as CFO and held investor events in Chicago on August 5, 2025.
- Navitas operates within the Semiconductors industry and outperformed the S&P 500 this year.
- Navitas Semiconductor is teaming up with Nvidia to develop hardware solutions for AI.
- Ron Shelton was appointed to the Board of Directors of QuickLogic Corporation.
- Navitas Semiconductor and Wolfspeed are now supplying high-voltage solutions for AI data centers.