Navitas Semiconductor

What Navitas Semiconductor does

Navitas Semiconductor (NASDAQ: NVTS) is a pure-play next-generation power semiconductor company founded in 2014 and headquartered in Torrance, California. The company designs and sells wide-bandgap power devices based on Gallium Nitride (GaN) and Silicon Carbide (SiC) technologies, targeting high-efficiency, high-power-density power conversion for AI data centers, electric vehicles, solar/energy storage, industrial motor drives, and smart grid applications. Its GaNFast product family integrates GaN power, drive, control, sensing, and protection into monolithic power ICs, while the GeneSiC portfolio (acquired August 2022 for approximately $100 million) provides SiC MOSFETs, Merged PiN Schottky diodes, and SiCPAK power modules based on proprietary Trench-Assisted Planar architecture. Navitas holds 250+ patents and reports 75+ million units shipped with zero GaN-related field failures, supporting a 20-year GaNFast warranty.

Name

Navitas Semiconductor

Legal name

Navitas Semiconductor Ltd.

Website

http://navitassemi.com

Company type

Public

Founded year

2014

Operating status

Operating

Headcount range

251–500 employees

Short description

Navitas Semiconductor is a pure-play next-generation power semiconductor company that designs and sells integrated Gallium Nitride (GaN) and Silicon Carbide (SiC) power ICs and devices for AI data centers, electric vehicles, solar, industrial motor drives, and grid applications.

Ownership category

akta.pro rank

Product category

Wide-bandgap Power Semiconductors (GaN and SiC)

NAICS

Semiconductor and Related Device Manufacturing (334413), Semiconductor and Other Electronic Component Manufacturing (3344)

SIC

Semiconductors & Related Devices (3674)

akta.pro primary industry

Wide-Bandgap Power Devices (SiC/GaN Discretes) (HDAHAHAG)

akta.pro secondary industries

Wide-Bandgap (SiC/GaN) Power Modules, Gate Drivers & Packaging (EUAFAIAJ), Power Delivery & Fast-Charging Accessories (GaN, PD/QC, PPS) (CRACATAI), Renewable Power Electronics & Advanced Inverters R&D (SiC/GaN, Grid-Forming, HVDC Converter Tech) (EUAMAOAF)

Keywords

• Gallium nitride semiconductors
• Silicon carbide power devices
• GaN power ICs
• SiC MOSFETs
• Wide bandgap power semiconductors

Headquarters

HQ city

Torrance

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B

Offering type

Hardware or Manufacturing

Cost components

Technology or R&D, Personnel, Supply Chain, Operations, Marketing or Sales, Infrastructure

Revenue model

1. GaN Power ICs: Sale of integrated gallium nitride power ICs for mobile, consumer, data center, EV, solar, and industrial applications. Products include GaNFast, GaNSense, GaNSafe, and GaNSlim families.
2. SiC Power Devices: Sale of GeneSiC silicon carbide MOSFETs, MPS diodes, and SiCPAK power modules for high-power, high-voltage applications including AI data centers, EVs, solar, and grid infrastructure.
3. Technology Licensing: Licensing of GaN technology to partners like Cyient Semiconductors for development of locally manufactured GaN products, with second-source manufacturing arrangements.
4. Distribution Revenue: Revenue through global distribution network including Avnet, Digi-Key, Mouser, and regional distributors for both prototype/sample and volume production orders.

Pricing tiers

Go-to-market motion4 records

Distribution channels14 records

Marketing channels8 records

Core offering

Navitas Semiconductor designs and sells next-generation wide-bandgap power semiconductors based on Gallium Nitride (GaN) and Silicon Carbide (SiC). Its GaNFast integrated GaN power ICs combine GaN power, drive, control, sensing, and protection in a single chip, while its GeneSiC SiC MOSFETs use a proprietary Trench-Assisted Planar architecture. Products target AI data centers, electric vehicles, solar/energy storage, industrial motor drives, and consumer fast-charging applications.

Product overview

Navitas Semiconductor is a pure-play next-generation power semiconductor company offering GaNFast integrated gallium nitride (GaN) power ICs and GeneSiC silicon carbide (SiC) power devices. The GaNFast portfolio includes GaNFast Power ICs (the industry-first monolithic integration of GaN power, drive, control, sensing, and protection), GaNSense family with autonomous sensing, GaNSafe for high-reliability applications, GaNSlim for space-constrained designs, and GaNSense Half-Bridge ICs for MHz operation. The complementary GeneSiC SiC portfolio includes Trench-Assisted Planar MOSFETs, SiCPAK power modules, SiC MPS diodes, and IsoFast gate drivers. The company targets AI data centers, electric vehicles, solar/energy storage, industrial motor drives, mobile/consumer, and smart grid applications with a complete ecosystem of design support including technical articles, application notes, and cross-reference tools.

Differentiator

Problem solved

Functional benefit

Brands

• GaNFast: World's first GaN power IC brand integrating gallium nitride power, drive, control, sensing, and protection into a single integrated circuit for fast charging and high power density applications
• GaNSense
• GaNSafe
• GaNSlim
• GeneSiC
• SiCPAK
• GaNSense Control
• GaNSense Half-Bridge
• IsoFast
• GaNSense Motor Drive
• IntelliWeave

Products and services

• GaNFast Power ICs Industry-first integrated Gallium Nitride (GaN) power ICs that combine GaN power, drive, control, sensing, and protection into a single easy-to-use chip for mobile, consumer, data center, EV, solar, and industrial applications. Enables up to 100x faster switching speeds and up to 40% energy savings compared to traditional silicon.
• GaNSense Power ICs GaN power ICs with autonomous sensing and protection capabilities for improved efficiency and reliability in consumer and industrial applications.
• GaNSense Half-Bridge Power ICs Integrated half-bridge GaN power ICs with two GaN FETs enabling MHz-level switching frequencies for high-frequency power electronics.
• GaNSense Control HFQR controllers and synchronous rectification controllers with integrated GaNSense technology for consumer, industrial, and appliance applications.
• GaNSafe Power ICs High-power GaN platform designed for data centers, solar, and EV markets with integrated protection and robust thermal performance in TOLL packages.
• GaNSlim Power ICs Slim-profile GaN power ICs optimized for space-constrained applications requiring high power density.
• GaNFETs Discrete GaN field-effect transistors for applications requiring high-frequency, high-efficiency power conversion.
• GeneSiC Silicon Carbide MOSFETs High-voltage, high-power silicon carbide MOSFETs using the world's only Trench-Assisted Planar (TAP) architecture, optimized for high-power, high-voltage, and high-reliability applications including data centers, EVs, solar, and grid infrastructure.
• SiCPAK Power Modules Power modules packaging GeneSiC SiC devices for high-power industrial and automotive applications requiring superior thermal management.
• IsoFast Isolated Gate Drivers Isolated gate drivers designed to work with GaN and SiC power devices for high-speed, high-reliability power electronics applications.
• SiC MPS Diodes Silicon carbide Merged PiN Schottky (MPS) diodes offering high-speed, high-efficiency performance with proprietary low-knee technology for cool operation in high-voltage applications.
• Known Good Die Bare die GaN and SiC products for customers requiring flexible packaging options or custom integration.
• GaN Motor Drive ICs GaN-based motor drive integrated circuits for efficient, compact motor control in industrial and consumer applications.
• Bi-Directional GaN Power ICs GaN power ICs supporting bi-directional power flow for applications requiring energy regeneration or bidirectional charging.
• 10 kW DC-DC Power Platform for AI Data Centers All-GaN 800V-to-50V DC-DC reference design for AI data centers achieving 98.5% peak efficiency and 2.1 kW/in³ power density, operating at up to 1 MHz switching frequency.
• 250kW Solid-State Transformer Solution Solid-state transformer solution developed with EPFL that converts 3.3kV-AC to 800V-DC for next-generation AI data center architecture, using GeneSiC 3300V and 1200V SiC MOSFETs.
• 800V-to-6V Power Delivery Board GaNFast-powered 800V-to-6V DC-DC power delivery board targeting 97.5% peak efficiency at 1 MHz switching frequency for 800 VDC rack architectures in AI data centers.
• Cyient India GaN Power IC Family (Licensed) Licensed GaN technology producing seven 650V GaN power devices for the Indian market targeting AI data centers, telecom, fast charging, and e-mobility, developed and sold by Cyient Semiconductors under license from Navitas.

Quantifiable outcome

• 98.5% peak efficiency achieved in 10kW AI data center power platform
• +5 more outcomes

Named customers17 records

Segments5 records

Ideal customer profiles5 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature8 records

Partnerships

Nine partnerships are on record, tiered core and strategic.

• NVIDIAcoreStrategic or Co-development Partner · 3 June 2026Collaboration with NVIDIA MGX ecosystem to provide GaN and SiC power technologies for 800V HVDC AI infrastructure. Navitas showcased 800V-to-6V DC-DC power delivery board at COMPUTEX 2026 targeting 97.5% peak efficiency for AI factory rack architectures.
• École Polytechnique Fédérale de Lausanne (EPFL)strategicStrategic or Co-development Partner · 4 March 2026Collaboration to demonstrate 250kW Solid-State Transformer solution at APEC 2026. Uses Navitas GeneSiC 3300V and 1200V SiC MOSFETs. Converts 3.3kV-AC to 800V-DC for next-generation AI data center architecture as part of EPFL's HeatingBits project.
• GlobalFoundriescoreTechnology or Integration · 4 March 2026Partnership with GlobalFoundries for GaN supply as Navitas diversifies manufacturing base. GlobalFoundries licensing GaN technology following TSMC's planned cessation of GaN production by 2027.
• Cyient SemiconductorscoreOEM/ Whitelabel/ Licensing Partner · 8 December 2025Strategic partnership to co-develop GaN products for India markets. Cyient licensed Navitas GaN technology to launch India's first GaN power IC family with seven 650V devices. Cyient serves as second source for select Navitas GaN devices. Sampling expected June 2026.
• AvnetcoreChannel Partner/ Reseller/ Distributor · 1 December 2025Expanded global distribution agreement making Avnet the globally franchised strategic distribution partner for GaNFast GaN and GeneSiC SiC power semiconductors. Consolidates Navitas' franchised distribution network worldwide for AI data centers, renewables, grid infrastructure, and industrial electrification.
• GeneSiC SemiconductorcoreStrategic or Co-development Partner · 15 August 2022Acquisition of GeneSiC Semiconductor, a silicon carbide technology company, for approximately $100 million in cash and stock. Expanded Navitas' portfolio in next-generation power semiconductors for high-power applications including solar, EV, and industrial.
• GigaDevicestrategicStrategic or Co-development PartnerJoint lab collaboration combining Navitas GaN/SiC power technology with GigaDevice MCU control for next-gen high-frequency, high-efficiency power platforms targeting AI data centers, EV, solar, and energy storage.
• TSMCcoreTechnology or IntegrationWorld-class wafer manufacturing partner with clear sustainability commitments. Primary GaNFast manufacturing partner, though TSMC has announced planned cessation of GaN production by 2027.
• X-FABcoreTechnology or IntegrationWorld-class wafer manufacturing partner for GeneSiC SiC devices with sustainability commitments. Partner for Navitas SiC manufacturing.

Scale indicators18 records

Recent moves8 records

Expansion highlights7 records

Direct peers

• Wolfspeed: Leading pure-play silicon carbide power semiconductor company with vertically integrated SiC fabs, serving EV, industrial, and energy markets. Competes directly with Navitas' GeneSiC portfolio in high-power SiC MOSFETs and modules for AI data centers and EVs.
• Power Integrations: Power supply IC company offering GaN-based InnoSwitch and HiperPFS products for high-voltage power conversion. Targets overlapping applications including chargers, industrial power supplies, and increasingly high-power data center and appliance markets alongside Navitas.
• Efficient Power Conversion (EPC): GaN-focused fabless power semiconductor company offering eGaN FETs and ICs for DC-DC conversion, lidar, and high-frequency applications. Direct competitor in GaN discretes and integrated power stages for similar end markets.
• Transphorm: GaN power semiconductor company acquired by Renesas, offering GaN FETs and modules for adapters, data centers, and EVs. Direct competitor in GaN power conversion, particularly for high-power server and renewable energy applications.

Broad incumbents

• Infineon Technologies: Global power semiconductor leader with broad CoolSiC SiC and CoolGaN portfolios spanning automotive, industrial, and consumer. Provides extensive competition to both Navitas' GaN and GeneSiC SiC businesses via deeper customer relationships and integrated manufacturing.
• STMicroelectronics: Major IDM with significant SiC MOSFET and module product lines serving EV traction, on-board chargers, and industrial power conversion. Competes with GeneSiC in SiC discretes and modules for automotive and industrial high-power applications.
• ON Semiconductor: Broad-line power semiconductor supplier with growing SiC portfolio through its GT Advanced Technologies acquisition, targeting EV, industrial, and AI server power. A direct competitor in SiC MOSFETs and power modules for data center and renewable energy applications.
• Renesas Electronics: Major Japanese semiconductor company with significant power semiconductor portfolio and recent acquisition of Transphorm for GaN. Competes across Navitas' industrial, EV, and data center power conversion markets with broader product breadth.
• Texas Instruments: Largest analog and power semiconductor company with broad GaN and SiC investments, including in-house 300mm GaN manufacturing. Competes in data center, industrial, and EV power conversion with much larger scale and integrated supply chain.

Emerging players

• Allegro MicroSystems: Power and sensing semiconductor company expanding into SiC and GaN-based motor drive and power conversion solutions. Adjacent competitor in industrial motor drive and EV applications where Navitas' GaNSense Motor Drive products compete.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/navitassemi
• YouTubeyoutube.com/channel/UCDbVeNEDXlGVm3gbTlon0Iw
• Facebookfacebook.com/navitassemiconductor
• LinkedInlinkedin.com/company/navitas-semiconductor
• Instagraminstagram.com/letsgoganfast

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries1 record

Funding overview

Funding rounds7 records

Investors5 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Navitas Semiconductor