Navitas Semiconductor's High-Power AI Shift: A 2027 Revenue Catalyst?

Navitas Semiconductor is shifting its focus to high-power markets, particularly AI data centers and grid infrastructure, by reducing its exposure to lower-margin consumer and mobile products. The company has launched a 10 kW all-GaN DC-DC power platform and is expanding its silicon carbide portfolio. Despite strong competition from Wolfspeed and ON Semiconductor, Navitas Semiconductor expects 2026 to be a transition year, with small but growing shipments tied to traditional server power supplies. The company's future growth will depend on its ability to execute, win multi-generation designs, and scale supply to benefit from the AI power cycle.