Navitas Semiconductor Corporation (NASDAQ:NVTS) is a leading innovator in next-generation power electronics, specializing in gallium nitride (GaN) and silicon carbide (SiC) semiconductors that are transforming the way power is converted and used in modern devices. Founded in 2014, Navitas was established with a mission to revolutionize the semiconductor industry by replacing legacy silicon-based solutions with faster, more efficient, and more compact alternatives. Its GaNFast power integrated circuits combine power, drive, control, sensing, and protection into a single chip, enabling unprecedented levels of performance, energy efficiency, and miniaturization. Over the years, Navitas has built a reputation for being the industry’s only pure-play next-generation power semiconductor company, dedicated entirely to advancing GaN and SiC technologies.
The company has achieved rapid growth through relentless innovation and a strong focus on sustainability, becoming the world’s first CarbonNeutral-certified semiconductor company. Its portfolio of GaNFast and GeneSiC devices caters to high-growth markets including electric vehicles, renewable energy, AI data centers, industrial applications, home appliances, and consumer electronics. By delivering power solutions that are up to three times faster and more efficient than traditional silicon chips, Navitas plays a critical role in enabling global electrification and reducing carbon emissions. It holds over 300 issued or pending patents and is widely recognized for its technical leadership and breakthrough product designs.
Navitas operates under a fabless business model, leveraging strategic partnerships with leading foundries to scale production efficiently while focusing its resources on research, development, and customer engagement. This approach has allowed the company to rapidly secure design wins with global technology leaders, including partnerships with major consumer electronics brands, electric vehicle manufacturers, and renewable energy companies. Its groundbreaking GaNSense Control ICs have been adopted by leading brands such as Xiaomi for ultra-compact fast chargers, setting new benchmarks for efficiency and power density in the industry.
Through its commitment to innovation, strategic acquisitions, and expanding global presence, Navitas is uniquely positioned to benefit from long-term megatrends such as electric vehicle adoption, renewable energy growth, and the explosive demand for energy-efficient data centers. As the world transitions toward cleaner and more sustainable energy solutions, Navitas continues to lead the charge in redefining power electronics for a new era of technology.
Record-Breaking Partnership With Xiaomi Marks a Milestone
On July 31, 2025, Navitas announced that its GaNSense™ Control ICs would power Xiaomi’s next-generation 90W GaN charger. This charger is the world’s smallest 90W charger, boasting an ultra-compact form factor of just 34 × 45 × 34 mm and weighing only 65 grams—approximately half the size and a third the weight of typical GaN chargers. The charger integrates Navitas’ NV9580 GaNSense Control power IC on the primary side and NV9701 synchronous rectification controller IC on the secondary side.
The GaNSense Control family exemplifies Navitas’ ability to combine fourth-generation GaN power with high-frequency control functionality in a single, highly efficient package. By incorporating advanced features such as lossless current sensing, high-voltage start-up, and the elimination of VDD inductors, these ICs reduce component count, increase system efficiency, and enable record-breaking power density. With transient voltage breakdown up to 800V and no PCB hotspots, Navitas solutions set a new benchmark for high-performance charging technology.
This collaboration with Xiaomi underscores Navitas’ growing presence in the consumer electronics market while highlighting the strength of its partnerships with global technology leaders. According to Charles Zha, SVP and APAC GM of Navitas, this milestone reflects a long-standing collaboration with Xiaomi, aimed at delivering new benchmarks for ultra-portable fast chargers. The partnership reinforces Navitas’ strategy of combining cutting-edge semiconductor innovation with strategic alliances to drive adoption of GaN technology worldwide.
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A Decade of Innovation and Global Market Expansion
Celebrating its 10th anniversary, Navitas has built a strong reputation as a disruptor in the power semiconductor industry. Its GaNFast™ power ICs are redefining the limits of speed, power density, and efficiency, while its GeneSiC™ SiC devices provide robust solutions for high-power and high-reliability applications. These technologies are poised to play a critical role in mega-trends such as electric vehicle adoption, renewable energy deployment, energy storage growth, and the rapid expansion of AI data centers, all of which require advanced power solutions.
Navitas is not only revolutionizing consumer electronics but also expanding into high-growth markets with tremendous long-term potential. Recent partnerships include a collaboration with Nvidia to provide 800V high-voltage direct current solutions for next-generation AI data centers, a move that has drawn significant investor attention. Navitas has also secured design wins in electric vehicles, renewable energy inverters, and industrial motor drives, reinforcing the versatility and scalability of its technology.
Financial Growth and Market Opportunity
Navitas continues to show strong momentum, driven by rising demand for GaN and SiC solutions across multiple industries. The global GaN and SiC power semiconductor markets are projected to grow at CAGRs of over 25% in the coming years, offering Navitas a massive addressable market. Analysts project the company’s revenues to grow significantly over the next several years, with a path to profitability by 2027 as major partnerships and design wins begin to scale.
The company’s strategic acquisitions, robust R&D pipeline, and fabless business model enable it to expand rapidly while maintaining capital efficiency. As electrification trends accelerate globally, Navitas is well-positioned to benefit from the shift toward energy-efficient power conversion, making it one of the most promising growth stories in the semiconductor sector.
A High-Growth Opportunity for Long-Term Investors
Navitas stands at the forefront of a multi-decade transition to more efficient power electronics. Its leadership in GaN and SiC semiconductors, coupled with its record of innovation and strong partnerships with global technology leaders, gives it a powerful competitive edge. The company’s breakthrough with Xiaomi’s 90W GaN charger is just one example of how Navitas is setting new performance standards in ultra-fast charging technology.
With expanding applications in electric vehicles, renewable energy, data centers, and consumer electronics, Navitas is poised to capture significant market share in the years ahead. For investors seeking exposure to cutting-edge semiconductor innovation and electrification megatrends, Navitas Semiconductor presents a compelling long-term growth opportunity.
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