Navitas Semiconductor Stock News

Navitas Semiconductor (NVTS -2.97%) is at a critical turning point after its CEO shakeup, falling revenue, and rising investor doubts. Yet its cutting-edge gallium nitride and silicon carbide technology could still drive major growth across electric vehicles, solar power, and data centers.

Navitas Semiconductor (NVTS -3.52%) is a small-cap company that designs gallium nitride (GaN) and silicon carbide (SiC) chips. It had a slow start to 2025, but its share price skyrocketed after the company and Nvidia announced a partnership agreement in May.

Navitas (NVTS -0.97%) and CoreWeave (CRWV 7.60%) represent two different ways to invest in the rapid growth of the artificial intelligence (AI) market. Navitas was recently chosen by Nvidia (NASDAQ: NVDA) to supply more power-efficient chips for its next-gen data centers, while CoreWeave provides cloud-based access to Nvidia's GPUs through its own data centers.

In April, Navitas Semiconductor's (NVTS 1.48%) stock sank to an all-time low of $1.52 per share. That marked a 92% drop from its all-time high of $20.16 in November 2021.

Navitas Semiconductor (NVTS 1.48%) has emerged as an innovator on the power side of the chip industry. Its gallium nitride (GaN) and silicon carbide (SiC) chips offer a higher level of efficiency compared to traditional silicon semiconductors, while using less energy and occupying less space.

A passing glance might rule out an investment in Navitas Semiconductor (NVTS 7.54%). The company loses more money than it currently collects in revenue, and the stock has floundered since the company's 2021 SPAC.

Artificial intelligence (AI) stocks continue dominating market headlines as companies race to capitalize on the $286 billion AI data center chip market projected by 2030. While megacaps like Nvidia (NVDA 1.46%) grab attention, savvy investors are hunting for the next wave of AI winners across robotics, cloud infrastructure, and the critical supply chain powering this revolution.

Navitas Semiconductor (NVTS 0.82%) is up 114% over the past year, but the story may not be as rosy as it looks. Falling revenue, rising losses, and mounting risks have me asking myself: Can the Nvidia partnership save Navitas, or is there trouble ahead?