Navitas Semiconductor Corp. (NVTS) Plunges 13.27% Amid Nvidia Partnership

On May 23, 2025, Navitas Semiconductor Corp. (NVTS) experienced a significant drop of 13.27% in pre-market trading, marking a notable shift in investor sentiment following a period of substantial gains.

Navitas Semiconductor's recent surge in stock price can be attributed to its strategic partnership with Nvidia, a leading player in the AI and data center infrastructure sectors. This collaboration has validated Navitas' technology and market potential, positioning the company as a key player in the semiconductor industry. The partnership with Nvidia has not only boosted investor confidence but also highlighted Navitas' innovative approach to power semiconductor technology.

Navitas' CEO and co-founder, Gene Sheridan, expressed pride in being selected by Nvidia for their 800 HVDC architecture initiative. This partnership is expected to drive the next generation of data center power delivery, leveraging Navitas' integrated circuits and silicon carbide semiconductors to improve efficiency and overcome physical limitations in current power distribution systems.

Despite the recent volatility, Navitas remains a speculative stock with significant upside potential. The company's ability to secure major deals and partnerships, such as the one with Nvidia, underscores its strategic importance in the semiconductor industry. As Navitas continues to innovate and expand its market presence, investors will be closely watching its performance and future developments.