Key Highlights
- NVTS shares climbed 25% following partnership announcement with NVIDIA’s MGX™ Ecosystem
- Company unveiled an 800V-to-6V DC-DC power delivery solution at COMPUTEX 2026 in Taipei
- GaNFast-powered board achieves 97.5% peak efficiency while operating at 1 MHz switching frequency
- Ultra-compact design is approximately 20% slimmer than a smartphone, delivering 2,100 W/in³ power density
- Year-to-date performance shows NVTS up 262%, with market capitalization reaching $6.04 billion
Shares of Navitas Semiconductor (NVTS) surged as high as 25% during Wednesday’s trading session following the company’s announcement of joining NVIDIA’s MGX™ Ecosystem for advancing 800 VDC artificial intelligence infrastructure.
Navitas Semiconductor Corporation, NVTS
By midday, the stock maintained approximately 19% gains, pushing its year-to-date performance to an impressive 262%.
On May 29th at the Taipei Nangang Exhibition Center, Navitas took part in NVIDIA’s Partner Ceremony, joining a coalition of ecosystem collaborators developing next-generation AI data centers utilizing 800 VDC rack configurations.
The main attraction arrived at COMPUTEX 2026, held June 2nd through 5th in Taipei, where Navitas presented its 800V-to-6V DC-DC power delivery solution at NVIDIA’s AI Factory MGX™ Ecosystem Showcase.
This innovative board eliminates the conventional 48V intermediate bus converter stage within compute server trays — an engineering decision that facilitates more compact and efficient server configurations.
Technical Specifications and Performance
The power delivery solution incorporates 16 GaNFast FETs with 650V rating and 11 mOhms resistance. Performance targets include 97.5% peak efficiency, operation at 1 MHz switching frequency, and impressive power density reaching 2,100 W/in³.
Regarding physical dimensions: the solution measures approximately 20% thinner than a standard smartphone. This represents a significant advantage in settings where rack space optimization and thermal management are critical concerns.
According to CEO Chris Allexandre, power delivery has emerged as “one of the most critical challenges in enabling next-generation gigawatt AI factories” given the continued expansion of AI workload requirements.
In addition to gallium nitride technology, Navitas offers silicon carbide capabilities. The company’s GeneSiC SiC portfolio includes solid-state transformers utilizing 2300V and 3300V SiC power modules, alongside high-power three-phase power supply units powered by Generation 5 1200V SiC MOSFETs.
Current NVTS Market Metrics
Daily trading volume averages approximately 30.3 million shares. The company’s market capitalization reached $6.04 billion as of Wednesday’s close.
Technical indicators signal a Buy rating, while the year-to-date gain of 262% positions NVTS among the top-performing semiconductor stocks in 2026.
With COMPUTEX continuing through June 5th, Navitas maintains prominent visibility throughout the week’s remaining sessions.
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