📊Executive Summary

Navitas Semiconductor is shifting its focus towards higher-power applications, particularly in AI and industrial markets, while deprioritizing lower-power segments, especially in China. This strategic pivot is expected to impact their revenue, with a projected $7 million in Q4 2025 due to this deprioritization. The company aims to align more closely with high-value applications, but faces challenges in replacing declining legacy revenue. This transition could affect procurement strategies, particularly for components related to AI and power applications....