GaN WKN: A3C5RC ISIN: US63942X1063 Forum: Aktien User: Support

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Auf geht’s!

Die vielen Insider Verkäufe sehe ich etwas skeptisch

GlobalFoundries and Navitas Semiconductor Partner to Accelerate U.S. GaN Technology and Manufacturing for AI Datacenters and Critical Power Applications

GigaDevice and Navitas Unveil Digital Power Joint Lab to Accelerate High-Efficiency Power Management Deployment

Mega tollen aussieht gehabt 🤣 vor 2 Monaten seitdem 100%. Viel Erfolg jungs 👌🏽

Sehr spekulativ, brutal, leider nur in USA handelbar

Der Hammer wie es gestern nachbörslich hoch ging. Sogar bis 14 Dollar. Mal schauen wie wir heute starten

💃🏻🎉🥂💰

Tippi toppi

Navitas Supports 800 VDC Power Architecture for NVIDIA’s Next-Generation AI Factory Computing Platforms 🤩

https://drrobertcastellano.substack.com/p/nvidias-collaboration-with-chinas Haben wohl noch einen weiteren gan supplier für die Zukunft

Nach wie vor sehr spannend, NVIDIA wird ihr Invest schon bedacht haben. Nur fraglich ob man die Nerven behält so lange zu warten.

$NVTS Sized up the "potential" Nvidia work. It is not 100%. I'm sure they'll go through this in detail on the call. Stage 1: Solid-State Transformers (SSTs) expected to replace antiquated Low-Frequency Transformers (LFTs), leveraging Navitas’ unique Ultra-High Voltage (UHV) SiC to improve the efficiency and robustness of the power grid, creating a $0.5B/yr SiC market potential by 2030. Stage 2: 800V DC/DC can leverage Navitas’ high-voltage GaN and SiC, combined with our new 80-200V GaN to support highest efficiency and density with a $1B/yr GaN and SiC market potential by 2030. Stage 3: 48V DC/DC to power AI processor can utilize Navitas’ new 80-200V GaN to support highest efficiency and density in this $1.2B/yr market potential by 2030. Development timeline: For each stage, initial customer evaluations are complete with final engineering samples expected in Q4; anticipate final supplier selections and system designs completed in 2026 in advance of volume production in 2027.