📊Executive Summary

Navitas Semiconductor is shifting its focus towards high-power markets such as AI data centers and energy infrastructure, leveraging its gallium nitride (GaN) and silicon carbide (SiC) technologies. The company reported an 18% sequential revenue increase to $8.6 million in Q1 2026, driven by high-power demand. Navitas aims to enhance efficiency and power density in AI applications, with a projected market opportunity of $1.4-$2.5 billion by 2030. The company has shipped over 300 million GaN devices and nearly 30 million SiC devices, positioning itself as a key player in the evolving power semiconductor landscape....