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

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.

$NVTS 🚨 🚨 🚨 Navitas Semiconductor reported Q2 2025 financial results with revenue of $14.5 million, down from $20.5 million in Q2 2024. The company announced a strategic shift focusing on AI data centers and energy infrastructure, supported by a collaboration with NVIDIA and a $100 million capital raise through the sale of 20 million common shares. Key developments include a new partnership with Powerchip for 8" GaN manufacturing, targeting lower costs and increased capacity. The company estimates a $2.6B market potential by 2030 for GaN and SiC technologies in AI data centers. For Q3 2025, Navitas expects revenues of $10.0 million ±$0.5 million with a non-GAAP gross margin of 38.5% ±50 basis points. Revenue declined 29% YoY to $14.5 million from $20.5 million GAAP operating loss of $21.7 million in Q2 2025 Lowered Q3 2025 revenue guidance to $10.0 million due to China tariff risks Non-GAAP operating loss of $10.6 million for the quarter