Navitas Semiconductor and Cyient Semiconductors Form Strategic Partnership
Navitas Semiconductor and Cyient Semiconductors have announced a strategic long-term partnership intended to advance the adoption of GaN technology in India and establish a complete, end-to-end GaN ecosystem. Through this partnership, Navitas Semiconductor and Cyient Semiconductors intend to co-develop GaN products, digital and mixed signal ICs, GaN based system modules and design enablement platforms targeting India's high voltage, high power market segments such as AI data centers, electric mobility, performance computing, energy grid infrastructure and industrial electrification. The partnership seeks to build a robust local supply chain and manufacturing ecosystem in support of the Indian Government's "Make in India" initiative. In addition, through this partnership Navitas and Cyient Semiconductor aims to deploy IC technology in accelerating solution development for high voltage and high-power markets. This is expected to include products based on Navitas' existing GaN technologies, along with new products tailored for India's unique market needs. Cyient Semiconductors' work in establishing a secure local supply chain and ecosystem for GaN products in India will further accelerate time to market for developers and OEMs across the region.
Discover Tomorrow's Bullish Stocks Today
Analyst Views on NVTS
About NVTS
About the author
Investment Opportunities in the AI Sector
- SoundHound Growth Potential: SoundHound achieved a record revenue of $42 million in Q3 2025, marking a 68% year-over-year increase, with full-year sales projected between $165 million and $180 million, nearly doubling 2024's figures, indicating strong growth in the AI software sector.
- Navitas Transition Challenges: Navitas saw its revenue plummet to $10.1 million in Q3 2025 from $21.7 million in 2024, coupled with a net loss of $19.2 million, highlighting the difficulties of shifting focus from consumer markets to AI.
- Cost Control Pressure: Despite significant revenue growth, SoundHound's operating costs surged 243% year-over-year to $115.9 million in Q3, raising concerns about its long-term profitability if cost management does not improve.
- Investment Decision Considerations: When evaluating the investment merits of SoundHound versus Navitas, SoundHound's forward sales multiple is at a low point, while Navitas appears overvalued, necessitating cautious investment to mitigate potential risks.
SoundHound and Navitas Anticipate Strong AI Sales Growth
- SoundHound Sales Surge: SoundHound reported a record revenue of $42 million in Q3 2025, marking a 68% year-over-year increase, with full-year sales projected between $165 million and $180 million, nearly doubling 2024's figures, indicating strong growth potential in the AI voice solutions market.
- Navitas Transformation Challenges: Navitas pivoted to focus on the AI market in 2025, resulting in a dramatic revenue drop to $10.1 million in Q3 2025 from $21.7 million in 2024, highlighting significant challenges during its transition.
- Rising Cost Risks: Despite SoundHound's revenue growth, its operating costs surged by 243% in Q3 2025 to $115.9 million, raising concerns about the sustainability of such expense growth and its long-term profitability.
- Investment Considerations: Between SoundHound and Navitas, the former is viewed as the more attractive investment due to its lower valuation and rising sales, while Navitas requires cautious evaluation due to its high valuation and declining sales.
