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Navitas Semiconductor Focuses on AI and Energy Growth

Navitas Semiconductor Focuses on AI and Energy Growth

Navitas Semiconductor Corporation ( (NVTS) ) has released its Q2 earnings. Here is a breakdown of the information Navitas Semiconductor Corporation presented to its investors.

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Navitas Semiconductor Corporation, a leader in gallium nitride (GaN) power ICs and silicon carbide (SiC) technology, focuses on next-generation power semiconductors for AI data centers and energy infrastructure. The company reported a revenue of $14.5 million for the second quarter of 2025, with a strategic pivot towards AI data centers and energy infrastructure, supported by a $100 million capital raise and a new manufacturing partnership. Key financial highlights include a reduction in GAAP loss from operations to $21.7 million and an increase in cash reserves to $161.2 million. Navitas has partnered with NVIDIA to develop next-generation 800V data centers, leveraging its GaN and SiC technologies across three power conversion stages, with a significant market potential projected by 2030. Looking ahead, Navitas plans to focus on high-end mobile, consumer, and appliance segments while expanding its presence in AI data centers and energy infrastructure, anticipating a challenging but promising growth trajectory.

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