Navitas Unveils New AI-Focused Chips
Navitas Semiconductor unveiled two new silicon carbide MOSFET packages designed for AI data centers, energy infrastructure, and industrial electrification. They also secured a new manufacturing partnership to scale production. This reflects the accelerating demand for efficient, high-power chips as AI workloads intensify.
The new silicon carbide MOSFET packages are designed to address the increasing power and heat management challenges in AI data centers. These chips are designed to improve power density, thermal performance, and reliability for AI data centers and other high-power applications. Navitas's 5th generation GeneSiC devices address a critical bottleneck in scaling AI data center power systems. Navitas is strategically shifting its focus to high-power markets like AI data centers, energy infrastructure, and industrial electrification. This move, dubbed "Navitas 2.0", aims to capitalize on the growing demand for efficient power systems in these sectors, with management believing those markets could represent a roughly $3.5 billion opportunity by the end of the decade. The company expects revenue growth to resume in 2026, driven by these high-power applications. To support this strategic shift, Navitas has forged new manufacturing partnerships. A long-term agreement with GlobalFoundries (GF) will strengthen U.S.-based gallium nitride (GaN) technology development and manufacturing. Additionally, Navitas is partnering with Powerchip Semiconductor Manufacturing Corporation (PSMC) in Taiwan for high-volume 200mm GaN-on-silicon production, enhancing supply chain and cost efficiency.
