What's driving Navitas Semiconductor (NVTS)

Research summary

Can Navitas develop 10kV silicon-carbide power semiconductors?

Why it matters now

Successful development could expand Navitas's future power-semiconductor revenue opportunity; the program also bears on valuation through the technology-development pathway.

What would break the thesis

The program is cancelled, Navitas is unable to advance the technology, or subsequent disclosures show the development pathway has failed.

Research drivers

• Can Navitas develop 10kV silicon-carbide power semiconductors?

  Bullish · Cooling · Updated 2026-09-28

  Navitas has secured a government-backed development pathway for 10kV silicon-carbide power semiconductor technology; successful technical development remains unresolved.

• Can Navitas Expand High-Voltage Silicon Carbide Adoption?

  Bullish · Cooling · Updated 2026-09-17

  The partnership supports an emerging expansion path for Navitas' high-voltage silicon carbide technology, but commercial adoption and revenue contribution remain unobserved.

Source claims

Source labels are as recorded in our data. The dossier does not include links to the originals, so these are not verified quotations.

• Navitas was selected by the U.S. government to develop next-generation 10kV silicon-carbide power semiconductors.

  Relayed by: Benzinga · Event date on record: 2026-09-28

• Navitas Semiconductor announced that it has been awarded the ALATTIS program to develop next-generation 10 kV silicon carbide power semiconductor technology.

  Relayed by: Benzinga · Event date on record: 2026-09-28

• MagnaChip announced a strategic partnership with Navitas Semiconductor under which MagnaChip will license Navitas' technology covering 1200-volt, 2300-volt, 3300-volt, and higher-voltage applications and gain access to Navitas' si

  Relayed by: Benzinga · Event date on record: 2026-09-10

Related sectors

Semiconductors

Filed holders

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