NVTS vs. SMTC: Which Semiconductor Stock Should You Buy Right Now?

Semtech's AI data center growth, rising 1.6T demand and lower valuation give it an edge over Navitas Semiconductor.

Zacks Investment Research • Oct 28, 2026

Navitas Stock: What Investors Need to Know After Its Army Selection

Navitas Semiconductor (NVTS +1.27%) has earned U.S. Army validation for an ambitious 10-kV silicon carbide program. If the technology proves itself, the opportunity could eventually stretch beyond defense into grid and industrial power systems.

The Motley Fool • Oct 21, 2026

Navitas Unveils Next-Generation Ultra-High-Voltage SiC Power Module to Advance Energy and Grid Infrastructure Efficiency

Latest 2300 V, 8 m Ω full-bridge SiCPAK™ G power module leverages proprietary GeneSiC™ Trench-Assisted Planar™ technology to deliver the industry's leading R DS O N , enabling higher and power density for solid-state transformers, grid-scale battery energy storage systems, solar inverters, and megawatt charging infrastructure TORRANCE, Calif., Oct. 21, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), a leader in next-generation power semiconductors and power delivery solutions, pioneering GaN, high-voltage and ultra-high-voltage SiC, and IVR technologies, today announced an ultra-high-voltage (UHV) SiC power module family for advanced energy and grid infrastructure.

GlobeNewsWire • Oct 21, 2026

Navitas Semiconductor's Claros Deal Targets AI Data Center Power Bottlenecks

Navitas Semiconductor NASDAQ: NVTS said its completed acquisition of Claros expands its power-semiconductor portfolio to address AI infrastructure from electrical-grid conversion through processor-level power regulation.

MarketBeat • Oct 20, 2026

Navitas Semiconductor Corporation (NVTS) Discusses Breaking the AI Infrastructure Power Wall and Portfolio Expansion Through Recent Acquisition Prepared Remarks Transcript

Navitas Semiconductor Corporation (NVTS) Discusses Breaking the AI Infrastructure Power Wall and Portfolio Expansion Through Recent Acquisition Prepared Remarks Transcript

Seeking Alpha • Oct 20, 2026

Will NVTS' NVIDIA Partnership Strengthen Its 800V Strategy?

Navitas Semiconductor teams up with NVIDIA on a 24-kW 800V-to-12V power board, aiming to boost efficiency and reduce board space in next-generation AI systems.

Zacks Investment Research • Oct 15, 2026

High Voltage Returns: Navitas Rewires AI Data Centers

The expansion of artificial intelligence data centers faces a critical physical limitation: power consumption. Hyperscale computing facilities draw unprecedented amounts of electricity, straining legacy grid infrastructure and creating heat-dissipation challenges.

MarketBeat • Oct 14, 2026

Navitas Semiconductor seen benefiting from 800V AI data center power redesign

Baird has reiterated its 'outperform' rating on Navitas Semiconductor (NASDAQ:NVTS), the power chipmaker, arguing that its latest Nvidia collaboration positions it to benefit from a redesign of power systems in artificial intelligence data centres. Navitas announced a 24-kilowatt power delivery board that converts 800 volts of direct current into 12 volts, targeting 97% efficiency at full load.

Proactive Investors • Oct 13, 2026

Navitas Semiconductor to Report Q3 2026 Financial Results on Tuesday, November 3, 2026

TORRANCE, Calif., Oct. 13, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS) today announced that it will report third quarter 2026 financial results on Tuesday, November 3, 2026, after the market close.

GlobeNewsWire • Oct 13, 2026

Navitas Collaborates with NVIDIA on 800 V-to-12 V Power Delivery Board for Next-Generation AI Infrastructure

TORRANCE, Calif., Oct. 12, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), a leader in next-generation power semiconductors and power delivery solutions, pioneering GaN, high-voltage and ultra-high-voltage SiC, and IVR technologies, today announced its latest 24 kW, 800 V-to-12 V DC-DC power delivery board (PDB), powered by GaNFast™ technology and developed in collaboration with NVIDIA, to support the NVIDIA MGX ecosystem and advance 800 VDC power architectures for AI data centers.

GlobeNewsWire • Oct 12, 2026