GigaDevice Alliance on GaN and SiC Power Could Be a Game Changer for Navitas Semiconductor (NVTS)

Simply Wall St.

Oct 26

Earlier this month, GigaDevice announced the official launch of a Digital Power Joint Lab in collaboration with Navitas Semiconductor, unveiling advanced high-efficiency GaN and SiC power solutions ...

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The collaboration has already delivered several important technological milestones, including server power supply solutions and a PV micro-inverter design, highlighting the potential for innovation in high-density, low-loss digital power systems. We'll now consider how this progress in GaN and SiC technologies for next-generation AI infrastructure could impact Navitas Semiconductor's investment narrative. AI is about to change healthcare. These 33 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.AdvertisementNavitas Semiconductor Investment Narrative RecapThe investment case for Navitas Semiconductor hinges on belief in the long-term adoption of GaN and SiC solutions for advanced AI, clean energy, and automotive applications, despite ongoing revenue and margin challenges. While the recent joint lab launch and power architecture progress reinforce Navitas’ presence in next-generation AI data centers, these developments are unlikely to materially change the most important near-term catalyst, successful revenue ramp from design wins or pipeline conversion, and do little to address the primary risk of continued weak demand in key end markets over the next two quarters. The October 13 announcement on GaN and SiC devices for NVIDIA’s 800 VDC “AI factory” initiative stands out as highly relevant, illustrating the technological headway needed to secure relationships with leading data center players. The ability to translate this technical progress into meaningful volumes and improve revenue mix will be critical as macro and customer-specific inventory corrections remain a key risk into 2025. However, amid all this innovation, investors should not overlook the impact of continued softness and inventory corrections in core markets such 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 $7.24 fair value, a 49% downside to its current price.Exploring Other PerspectivesNVTS Community Fair Values as at Oct 2025 Private investors in the Simply Wall St Community provided 13 fair value estimates for Navitas ranging from US$2.10 to US$38.22 per share. As you weigh these varied opinions, keep in mind that persistent revenue declines in several key markets could challenge expectations for a near-term turnaround.Explore 13 other fair value estimates on Navitas Semiconductor - why the stock might be worth over 2x more than the current price!Build Your Own Navitas Semiconductor NarrativeDisagree 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.Contemplating Other Strategies?Markets shift fast. These stocks won't stay hidden for long. Get the list while it matters:Uncover the next big thing with financially sound penny stocks that balance risk and reward.Outshine the giants: these 27 early-stage AI stocks could fund your retirement.The end of cancer? These 27 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Navitas Semiconductor might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}