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NVTS Aims at AI Energy Needs: Will This Fuel Long-Term Gains?

Navitas Semiconductor leans into high-power markets as it joins NVIDIA's 800-volt AI factory ecosystem, aiming to turn early tech wins into future growth.
Digi Times

Nvidia’s 800V push powers GaN boom; Micro Silicon leads in testing

Following Nvidia's announcement to initiate a revolution in AI server power technology, with plans to fully implement 800V high-voltage direct current (HVDC) power architecture designs by 2027, ...
Zacks Investment Research on MSN

NVTS vs. AMD: Which Semiconductor Stock is a Better Buy Right Now?

Navitas Semiconductor NVTS and Advanced Micro Devices AMD are both important players in the semiconductor industry, ...
Electronic Design

This Week in PowerBites: 800-V DC Power, U.S. Energy Economy, Auto-Grade Components

This edition of PowerBites dives into the chips supporting NVIDIA’s 800-V DC power architecture, an energy-market playbook ...
Digi Times

TSMC GaN exit prompts Navitas to shift orders to PSMC for Nvidia AI servers

TSMC will exit the gallium nitride wafer foundry business within two years, a move that has prompted US chipmaker Navitas Semiconductor to redirect its orders to Powerchip Semiconductor Manufacturing ...