TLDR
- Navitas Semiconductor shares climbed 30.79% in after-hours trading on Monday following a product announcement.
- The company released new GaN and SiC power semiconductors for Nvidia’s 800 VDC AI data center architecture.
- Year-to-date gains now total approximately 180%, with most increases coming since late May.
- Short interest of 22.20% has retail traders discussing potential squeeze opportunities.
- Third-quarter earnings call scheduled for November 3.
Navitas Semiconductor Corp. shares jumped 30% in extended trading Monday. The move came after the company announced new products designed for Nvidia’s AI infrastructure.
The Torrance, California-based company unveiled gallium nitride and silicon carbide power semiconductors. These devices were built for Nvidia’s 800 Virtual Design and Construction AI factory architecture.
The new technology delivers improved efficiency and power density. Traditional 54V systems can’t meet the multi-megawatt requirements of modern AI data centers.
New Power Distribution Technology
Navitas’ 800 VDC power distribution system cuts resistive losses and reduces copper usage. The infrastructure scales to deliver megawatt-level rack power for AI computing.
CEO Chris Allexandre called the move from 54V to 800 VDC transformational. The company now targets megawatt-scale demands from AI factories and industrial platforms.
The 800 VDC system converts utility power directly to 800 VDC within data centers. This removes multiple traditional conversion stages and improves system reliability.
Navitas introduced a 100V GaN FET portfolio for lower-voltage DC-DC stages on GPU power boards. These components use a 200mm GaN-on-Si process through a partnership with Power Chip.
The company also provides 650V GaN products and high-voltage SiC MOSFETs. These handle various power conversion stages in data center infrastructure.
Stock Performance and Earnings Outlook
Navitas stock has gained roughly 180% in 2025. Most gains occurred since late May.
Monday’s rally followed the broader market’s rebound from Friday’s losses. President Trump softened his position on China tariffs over the weekend.
The company has heavy China exposure. In August, Navitas guided third-quarter revenues to $10 million, plus or minus $0.5 million.
That represents a drop from last year’s $21.68 million. The company blamed China tariff risks and a more selective mobile strategy.
Market Dynamics and Analyst Views
Short interest stands at 22.20%. Retail traders flagged this as a potential squeeze setup.
InvestingPro data shows shares have surged over 350% in the past six months. The company maintains a current ratio of 8.23 and a debt-to-equity ratio of 0.02.
Rosenblatt holds a Buy rating but cut its price target to $8.00. Craig-Hallum downgraded the stock from Buy to Hold with a $6.00 target.
The company reports third-quarter earnings on November 3.
