Navitas and Nvidia Showcase New Power Chip at Computex 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 3 days ago
0mins
Source: stocktwits
- Chip Showcase Collaboration: Navitas is showcasing its '800 V-to-6 V DC-DC' power chip at Computex 2026, indicating that its collaboration with Nvidia will enhance electricity efficiency in data centers while mitigating overheating risks, addressing the surging demand for AI computing.
- Stock Surge: Shares of Navitas Semiconductor (NVTS) surged over 20% following the announcement of its collaboration with Nvidia, becoming the top-trending ticker on Stocktwits, reflecting positive market sentiment and optimism about future growth prospects.
- Energy Consumption Challenge: As AI workloads escalate, data centers are experiencing record-high energy consumption, and Navitas's power technologies aim to tackle this challenge by delivering higher power density and a smaller system footprint, facilitating the transition to more efficient AI infrastructure.
- Market Sentiment Shift: On Stocktwits, retail sentiment towards NVTS shifted from 'bearish' to 'neutral', while remaining 'bullish' on Nvidia (NVDA), indicating market recognition of Navitas's new product and anticipation of a structural redesign in AI data center power architecture.
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Analyst Views on NVTS
Wall Street analysts forecast NVTS stock price to fall
4 Analyst Rating
1 Buy
2 Hold
1 Sell
Hold
Current: 30.670
Low
4.20
Averages
8.80
High
13.00
Current: 30.670
Low
4.20
Averages
8.80
High
13.00
About NVTS
Navitas Semiconductor Corporation is a power semiconductor company. The Company is engaged in designing, developing, and marketing power semiconductors, including gallium nitride (GaN) power integrated circuits (ICs), high-voltage silicon carbide (SiC) devices and associated high-speed silicon system controllers, and digital isolators used in power conversion and charging. It focuses on power markets including artificial intelligence (AI) data centers, energy and grid infrastructure, performance computing, and industrial electrification. Its solutions enable power throughput, higher voltage operation, thermal performance, and reduced system size for high-power applications such as hyperscale and AI data centers, grid electrification, high-performance computing clusters, and industrial automation. It also operates as a product design house that contracts the manufacturing of its chips and packaging to partner suppliers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Navitas Semiconductor Shares Plunge 18.2% Amid Market Sell-Off
- Stock Price Plunge: Navitas Semiconductor's shares fell sharply by 18.2% to close at $25.02 on Friday, despite a remarkable 251% increase in trading throughout 2026, indicating investor concerns about its future outlook.
- Market Reaction: The drastic decline in Navitas's stock occurred amidst a broader market sell-off, with the S&P 500 down 2.6% and the Nasdaq Composite down 4.8%, reflecting investor fears regarding potential interest rate hikes by the Federal Reserve, despite a strong jobs report showing 172,000 new jobs added in May, significantly exceeding the 80,000 forecast.
- Economic Data Impact: Although the May jobs growth was robust, concerns over accelerating inflation have intensified, leading investors to believe that the Fed may adopt a more hawkish stance on interest rates, which poses risks to growth-dependent AI stocks, including Navitas.
- Future Outlook: As fears regarding Fed policy mount, Navitas and other growth stocks may continue to face pressure, prompting investors to closely monitor upcoming economic data and policy developments to assess investment risks.
See More
MRVL Hits All-Time High, Sparks S&P 500 Inclusion Speculation
- MRVL Stock Surge: Marvell Technology Inc. (MRVL) soared to an all-time high of $324.20 on Wednesday, achieving a market capitalization exceeding $254 billion, which intensified speculation about its potential inclusion in the S&P 500 in June, reflecting strong investor confidence in its future growth prospects.
- Nvidia Investment Boost: Nvidia CEO Jensen Huang referred to MRVL as the 'next trillion-dollar company' at the Computex conference in Taipei, with Nvidia's $2 billion investment in Marvell facilitating collaboration in semi-custom AI system development, further solidifying Marvell's position in the AI infrastructure sector.
- AVGO Earnings Volatility: Broadcom Inc. (AVGO) reached a yearly high of $495.00 on Wednesday, but its shares plunged over 13% in after-hours trading due to a third-quarter revenue outlook that fell short of analyst expectations, indicating market concerns about its future performance.
- NVTS Stock Jump: Navitas Semiconductor Corp. (NVTS) shares surged to $34.17 after Nvidia showcased its newly launched 800 V-to-6 V DC-DC power delivery board, reflecting market recognition of its critical technology in AI infrastructure, with the stock up over 268% in 2026.
See More
Navitas Semiconductor Stock Surges 22.5% Amid Nvidia Partnership
- Significant Stock Surge: Despite bearish market pressures, Navitas Semiconductor (NVTS) saw its stock price increase by 22.5% on Wednesday, reaching $31.87 as of 1:30 p.m. ET, with a remarkable year-to-date gain of 346%, indicating strong market performance.
- Collaboration with Nvidia: Navitas was honored at Nvidia's Partner Ceremony in Taipei and announced that its 800 V-to-6 V DC-DC power delivery board will be showcased at the Computex 2026 conference, further solidifying its strategic partnership with Nvidia.
- Increased Market Valuation: With a current market cap of approximately $7.5 billion and a price-to-earnings ratio of about 176 times expected sales, Navitas's high valuation carries risks, yet its impressive business momentum and growth potential position it favorably in the AI infrastructure sector.
- Optimistic Industry Outlook: As AI infrastructure continues to develop rapidly, Navitas's technology and market positioning suggest it is poised to capture significant market share in the future, further driving the company's performance growth.
See More
Navitas and Nvidia Showcase New Power Chip at Computex 2026
- Chip Showcase Collaboration: Navitas is showcasing its '800 V-to-6 V DC-DC' power chip at Computex 2026, indicating that its collaboration with Nvidia will enhance electricity efficiency in data centers while mitigating overheating risks, addressing the surging demand for AI computing.
- Stock Surge: Shares of Navitas Semiconductor (NVTS) surged over 20% following the announcement of its collaboration with Nvidia, becoming the top-trending ticker on Stocktwits, reflecting positive market sentiment and optimism about future growth prospects.
- Energy Consumption Challenge: As AI workloads escalate, data centers are experiencing record-high energy consumption, and Navitas's power technologies aim to tackle this challenge by delivering higher power density and a smaller system footprint, facilitating the transition to more efficient AI infrastructure.
- Market Sentiment Shift: On Stocktwits, retail sentiment towards NVTS shifted from 'bearish' to 'neutral', while remaining 'bullish' on Nvidia (NVDA), indicating market recognition of Navitas's new product and anticipation of a structural redesign in AI data center power architecture.
See More
Navitas Partners with Nvidia to Develop AI Data Center Architectures
- Collaborative Innovation: Navitas Semiconductor's partnership with Nvidia to develop 800 DVC rack architectures led to a 20% surge in stock price during early trading, significantly enhancing system efficiency and reliability for AI data centers.
- Technological Breakthrough: The new systems eliminate the traditional 48 V intermediate bus converter stage, reducing space requirements while accelerating the transition to more efficient AI infrastructure through higher power density and smaller footprints.
- Power Solutions: Navitas' GeneSic silicon carbide solutions support ultra-high voltage power modules of 2300 V and 3300 V, utilizing their 1200 V SiC MOSFETs to enable more efficient power delivery to AI compute racks, addressing increasing power demands.
- Market Outlook: The company's GaNFast technology provides DC-DC power conversion for GPUs, positioning Navitas to capitalize on the growing demand for AI computing infrastructure as power requirements continue to rise.
See More
Navitas Semiconductor Shares Surge 61.2% Amid AI Boom
- Stock Surge: Navitas Semiconductor's shares rose by 61.2% in May, reflecting strong market confidence in its role within the AI infrastructure sector, particularly due to its partnership with Nvidia in developing power chips for high-voltage data centers.
- Analyst Optimism: The company's first-quarter earnings exceeded expectations, with revenue, loss per share, and cash outflows performing well, prompting Wall Street analysts to raise revenue forecasts for 2026, 2027, and 2028 by 12%, 10%, and 20%, respectively.
- Market Dynamics: Despite ongoing concerns from bears about an AI spending bubble, the strong outlooks from other AI companies like Nvidia and Vicor regarding market spending have made Navitas's market prospects appear more optimistic, attracting increased investor interest.
- Long-Term Outlook: History suggests that while an AI bubble may form, loss-making stocks like Navitas could be severely impacted in the aftermath; however, they may also trend at a growth rate significantly higher than pre-bubble levels, indicating that the current bullish sentiment may persist.
See More
Navitas Semiconductor Shares Plunge 18.2% Amid Market Sell-Off
- Stock Price Plunge: Navitas Semiconductor's shares fell sharply by 18.2% to close at $25.02 on Friday, despite a remarkable 251% increase in trading throughout 2026, indicating investor concerns about its future outlook.
- Market Reaction: The drastic decline in Navitas's stock occurred amidst a broader market sell-off, with the S&P 500 down 2.6% and the Nasdaq Composite down 4.8%, reflecting investor fears regarding potential interest rate hikes by the Federal Reserve, despite a strong jobs report showing 172,000 new jobs added in May, significantly exceeding the 80,000 forecast.
- Economic Data Impact: Although the May jobs growth was robust, concerns over accelerating inflation have intensified, leading investors to believe that the Fed may adopt a more hawkish stance on interest rates, which poses risks to growth-dependent AI stocks, including Navitas.
- Future Outlook: As fears regarding Fed policy mount, Navitas and other growth stocks may continue to face pressure, prompting investors to closely monitor upcoming economic data and policy developments to assess investment risks.
See More
MRVL Hits All-Time High, Sparks S&P 500 Inclusion Speculation
- MRVL Stock Surge: Marvell Technology Inc. (MRVL) soared to an all-time high of $324.20 on Wednesday, achieving a market capitalization exceeding $254 billion, which intensified speculation about its potential inclusion in the S&P 500 in June, reflecting strong investor confidence in its future growth prospects.
- Nvidia Investment Boost: Nvidia CEO Jensen Huang referred to MRVL as the 'next trillion-dollar company' at the Computex conference in Taipei, with Nvidia's $2 billion investment in Marvell facilitating collaboration in semi-custom AI system development, further solidifying Marvell's position in the AI infrastructure sector.
- AVGO Earnings Volatility: Broadcom Inc. (AVGO) reached a yearly high of $495.00 on Wednesday, but its shares plunged over 13% in after-hours trading due to a third-quarter revenue outlook that fell short of analyst expectations, indicating market concerns about its future performance.
- NVTS Stock Jump: Navitas Semiconductor Corp. (NVTS) shares surged to $34.17 after Nvidia showcased its newly launched 800 V-to-6 V DC-DC power delivery board, reflecting market recognition of its critical technology in AI infrastructure, with the stock up over 268% in 2026.
See More
Navitas Semiconductor Stock Surges 22.5% Amid Nvidia Partnership
- Significant Stock Surge: Despite bearish market pressures, Navitas Semiconductor (NVTS) saw its stock price increase by 22.5% on Wednesday, reaching $31.87 as of 1:30 p.m. ET, with a remarkable year-to-date gain of 346%, indicating strong market performance.
- Collaboration with Nvidia: Navitas was honored at Nvidia's Partner Ceremony in Taipei and announced that its 800 V-to-6 V DC-DC power delivery board will be showcased at the Computex 2026 conference, further solidifying its strategic partnership with Nvidia.
- Increased Market Valuation: With a current market cap of approximately $7.5 billion and a price-to-earnings ratio of about 176 times expected sales, Navitas's high valuation carries risks, yet its impressive business momentum and growth potential position it favorably in the AI infrastructure sector.
- Optimistic Industry Outlook: As AI infrastructure continues to develop rapidly, Navitas's technology and market positioning suggest it is poised to capture significant market share in the future, further driving the company's performance growth.
See More
Navitas and Nvidia Showcase New Power Chip at Computex 2026
- Chip Showcase Collaboration: Navitas is showcasing its '800 V-to-6 V DC-DC' power chip at Computex 2026, indicating that its collaboration with Nvidia will enhance electricity efficiency in data centers while mitigating overheating risks, addressing the surging demand for AI computing.
- Stock Surge: Shares of Navitas Semiconductor (NVTS) surged over 20% following the announcement of its collaboration with Nvidia, becoming the top-trending ticker on Stocktwits, reflecting positive market sentiment and optimism about future growth prospects.
- Energy Consumption Challenge: As AI workloads escalate, data centers are experiencing record-high energy consumption, and Navitas's power technologies aim to tackle this challenge by delivering higher power density and a smaller system footprint, facilitating the transition to more efficient AI infrastructure.
- Market Sentiment Shift: On Stocktwits, retail sentiment towards NVTS shifted from 'bearish' to 'neutral', while remaining 'bullish' on Nvidia (NVDA), indicating market recognition of Navitas's new product and anticipation of a structural redesign in AI data center power architecture.
See More
Navitas Partners with Nvidia to Develop AI Data Center Architectures
- Collaborative Innovation: Navitas Semiconductor's partnership with Nvidia to develop 800 DVC rack architectures led to a 20% surge in stock price during early trading, significantly enhancing system efficiency and reliability for AI data centers.
- Technological Breakthrough: The new systems eliminate the traditional 48 V intermediate bus converter stage, reducing space requirements while accelerating the transition to more efficient AI infrastructure through higher power density and smaller footprints.
- Power Solutions: Navitas' GeneSic silicon carbide solutions support ultra-high voltage power modules of 2300 V and 3300 V, utilizing their 1200 V SiC MOSFETs to enable more efficient power delivery to AI compute racks, addressing increasing power demands.
- Market Outlook: The company's GaNFast technology provides DC-DC power conversion for GPUs, positioning Navitas to capitalize on the growing demand for AI computing infrastructure as power requirements continue to rise.
See More
Navitas Semiconductor Shares Surge 61.2% Amid AI Boom
- Stock Surge: Navitas Semiconductor's shares rose by 61.2% in May, reflecting strong market confidence in its role within the AI infrastructure sector, particularly due to its partnership with Nvidia in developing power chips for high-voltage data centers.
- Analyst Optimism: The company's first-quarter earnings exceeded expectations, with revenue, loss per share, and cash outflows performing well, prompting Wall Street analysts to raise revenue forecasts for 2026, 2027, and 2028 by 12%, 10%, and 20%, respectively.
- Market Dynamics: Despite ongoing concerns from bears about an AI spending bubble, the strong outlooks from other AI companies like Nvidia and Vicor regarding market spending have made Navitas's market prospects appear more optimistic, attracting increased investor interest.
- Long-Term Outlook: History suggests that while an AI bubble may form, loss-making stocks like Navitas could be severely impacted in the aftermath; however, they may also trend at a growth rate significantly higher than pre-bubble levels, indicating that the current bullish sentiment may persist.
See More
