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Posted by
Two Blokes Jun 18 -
Filed in
Stock
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Navitas Semiconductor's collaboration with Nvidia for the 800 HVDC data center architecture is a significant validation for its GaN and SiC technology. Navitas' technological edge could see it obtain a significant share in GaN and SiC content within Nvidia's new architecture. I expect Navitas to reach positive adjusted EBITDA in 2026 as it taps into its $450 million design wins thanks to the operating leverage it showed in Q1.
