Navitas' pivot into data centers, renewables, and EV power creates stickier, longer-lasting design wins. AI growth demands better power efficiency, giving Navitas a long runway beyond flashy AI names.

Navitas Semiconductor heads into Q4 with steep revenue declines expected, as its AI pivot contrasts with China weakness and a rich valuation.

Advanced Micro Devices outpaces Navitas Semiconductor with surging data center growth and a lower valuation, while Navitas faces near-term revenue pressure.

Navitas Semiconductor is pivoting to high-power AI markets with new GaN and SiC platforms, but meaningful AI data center revenues may not arrive before 2027.

TORRANCE, Calif., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), an industry leader in GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced the launch of its 5th-generation GeneSiC technology platform.

Navitas Semiconductor trades at a steep valuation as its pivot to high-power AI markets shows promise, but near-term revenue pressure tempers optimism.

Industry-leading high-power-density full-brick DC-DC platform leveraging latest 650 V and 100 V GaNFast™ FETs to deliver unmatched efficiency, power density, and performance for 800 V DC and +/-400 V architectures. Industry-leading high-power-density full-brick DC-DC platform leveraging latest 650 V and 100 V GaNFast™ FETs to deliver unmatched efficiency, power density, and performance for 800 V DC and +/-400 V architectures.

Navitas Semiconductor's stock is up over 200% in the past year. A strategic pivot away from mobile and consumer businesses and into AI infrastructure caused a short-term revenue decline.

TORRANCE, Calif., Jan. 28, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, (Nasdaq: NVTS) today announced that it will report fourth quarter and full year 2025 financial results on Tuesday, February 24, 2026, after the market close.

SoundHound AI and Navitas Semiconductor both anticipate strong sales growth from artificial intelligence demand. SoundHound targets the software market for AI voice solutions.