Navitas Semiconductor Soars 11.85% on NVIDIA Partnership

On May 29, 2025, Navitas Semiconductor's stock surged by 11.85% in pre-market trading, marking a significant rise in investor interest and confidence in the company's future prospects.

Navitas Semiconductor's stock has seen a remarkable surge following the announcement of a strategic partnership with NVIDIA. This collaboration is expected to leverage Navitas' advanced gallium nitride (GaN) and silicon carbide (SiC) technologies to address critical scaling issues in NVIDIA's power supply systems. The partnership highlights Navitas' position as a leader in next-generation power semiconductors, which are essential for high-performance computing and energy-efficient applications.

Navitas' supplier footprint, which includes exposure to trade uncertainties, has led to a more conservative growth outlook for the coming years. However, the company's innovative technologies and strategic partnerships continue to drive investor optimism, despite potential challenges in the supply chain.