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Magnachip Semiconductor (NYSE:MX) shares climbed 14% after the company announced a $5 million strategic equity investment from Navitas Semiconductor (NASDAQ:NVTS), strengthening an existing partnership focused on silicon carbide power semiconductor technology. The investment follows a collaboration announced in July 2026 to accelerate the adoption of silicon carbide (SiC) technology in high-voltage and ultra-high-voltage applications.

On May 21, 2025, Nvidia Corp. (NVDA) named a partner for its new 800-volt data center architecture. For Nvidia, this was housekeeping. A supplier announcement. As such, NVDA stock hardly budged. For Navitas Semiconductor Corp. (NVTS), a small power-chip maker, it was the most important day in the company’s history. Shares spiked more than 180% in a single session.InvestorPlace - Stock Market News, Stock Advice & Trading Tips Two completely different outcomes for the same press release. We call t

GLOBALFOUNDRIES (GFS) has drawn fresh attention after Navitas Semiconductor confirmed the first shipments of its 5th Generation GaNFast products from the Burlington, Vermont facility, produced on the GLOBALFOUNDRIES 200 mm GaN-on-silicon platform. Despite the Navitas and other recent technology announcements, GLOBALFOUNDRIES’ share price has been under pressure in recent months, with a 30 day share price return of down 12.08% and a 90 day share price return of down 48.09%. At the same time,...

GlobalFoundries (NasdaqGS:GFS) and Navitas Semiconductor announced the first U.S. shipments of advanced GaNFast power chips under a new manufacturing partnership. The GaNFast devices are aimed at AI data centers, industrial power systems, and national security uses, with production now based at U.S. fabs. The move adds a new domestic source of next generation power semiconductors for high performance computing and defense related applications. This kind of progress at GlobalFoundries is one...

Qualcomm (QCOM) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Navitas Semiconductor (NVTS) has agreed to acquire Claros, Inc. in a transaction valued at up to about US$233 million, aiming to expand its AI data center power delivery capabilities and complete its grid to processor portfolio. Navitas Semiconductor’s latest Claros announcement comes after a volatile stretch for the stock, with a 1-day share price return of 1.72%, a 30-day share price return of 13.92%, a 90-day share price decline of 56.93%, and a year-to-date share price gain of 48.45%,...

Navitas Semiconductor (NVTS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Navitas Semiconductor has more than doubled over the past year, yet the stock still screens as undervalued on market multiples while scoring as relatively expensive on broader value checks. That split leaves investors weighing a strong share price run against a low overall value score. Navitas Semiconductor is up about 104.3% over the past year, which puts added focus on whether recent optimism is already well reflected in the share price. The planned acquisition of Claros, which targets...

Companies in The News Are: DKS,KURA,NVTS,WMT

Navitas Semiconductor (NasdaqGM: NVTS) has entered a definitive agreement to acquire Claros, Inc., a company focused on power management for next-generation AI data centers. The deal is aimed at expanding Navitas Semiconductor's portfolio in high power solutions that span from the grid to AI processors. Navitas Semiconductor expects the Claros acquisition to support its broader AI infrastructure strategy and increase its addressable market. For readers watching how AI infrastructure could...

An intriguing acquisition could double the market opportunity for the power chip leader.

Navitas Semiconductor Corp (NASDAQ:NVTS) shares rose in Tuesday premarket trading after the company announced a definitive agreement to acquire Claros, Inc. for up to approximately $232.8 million, expanding its AI data-center power portfolio. Navitas Expands AI Power Portfolio The acquisition would add Claros’ vertical power delivery, or VPD, and integrated voltage regulator, or IVR, technologies to Navitas’ GaN and high-voltage silicon carbide portfolio. Navitas said the combination would exten

Navitas stock is now down 59% from the peak it hit earlier this year.

While Wall Street crowds into the same AI megacaps, the real infrastructure buildout runs through specialty chip names that most desks barely touch, and three of them are quietly posting explosive growth metrics that generalist money has yet to notice.

Nvidia has posted eight straight quarters of revenue growth while Navitas Semiconductor faces a downward spiral, widening the gap between the two chipmakers.

Navitas Semiconductor and Magnachip have entered into a new partnership focused on silicon carbide, or SiC, power technologies for high voltage applications. The agreement involves Magnachip licensing Navitas Semiconductor's SiC technology to support Magnachip's entry into high voltage and ultra high voltage power markets. The collaboration targets energy infrastructure and automotive use cases, with scope for broader joint initiatives over time. Navitas Semiconductor, traded as...

Moby summary of Magnachip Semiconductor Corporation's Q2 2026 earnings call

The company's second-quarter performance raised investor concerns.

Navitas Semiconductor highlights its AI infrastructure shift, with high-power markets driving growth as the company advances Navitas 2.0 and expands product opportunities.

Navitas Semiconductor (NASDAQ:NVTS) reported second-quarter 2026 revenue of $10.5 million, up 22% sequentially from $8.6 million in the first quarter, as growth in higher-power markets offset the company’s continued exit from mobile and low-end consumer applications. President and CEO Chris Allexan

ServiceNow's revenue has grown steadily to $4 billion, while Navitas has contracted sharply — but its recent uptick hints at a potential inflection point.

On July 23, 2026, Navitas Semiconductor Corporation announced a partnership with Magnachip Semiconductor under which Magnachip will license Navitas’ GeneSiC Trench-Assisted Planar silicon carbide technology across 1,200 V, 2,300 V, 3,300 V and higher-voltage platforms, gaining access to Navitas’ SiC supply chain while preparing to manufacture the technology at its South Korean fab. The agreement opens a path for both companies to target high-voltage power markets such as grid infrastructure,...

Navitas Semiconductor (NVTS) drew attention after announcing a partnership with Magnachip Semiconductor to license its GeneSiC Gen 4 and Gen 5 silicon carbide technologies, giving Magnachip access to Navitas’ SiC supply chain and materials ecosystem. See our latest analysis for Navitas Semiconductor. Alongside this new SiC partnership, Navitas Semiconductor’s recent trading has been choppy, with the 30 day share price return down 43.79% and the 90 day share price return down 30.38%. However,...

The momentum trade just posted a brutal selloff, and the highest-beta names took the hardest hits. Three stocks now sit in the crosshairs of a potential rebound so violent it could reward patient speculators with triple-digit gains.

Navitas Semiconductor heads into second-quarter earnings on strong AI data center momentum, amid near-term revenue transition risks and a rich valuation.

Navitas Semiconductor is shifting toward AI infrastructure, with growing demand for GaN and SiC power chips supporting its long-term growth outlook.

AMD's revenue has grown 77% over eight quarters while Navitas has declined 58%, widening an already massive gap between the two chipmakers.

Astera Labs has grown revenue four-fold in eight quarters while Navitas has shrunk 58%, widening a gap that may signal diverging market positions.

Vicor's strong AI infrastructure demand and lower valuation give it an edge over Navitas Semiconductor, which faces transition-related revenue risks.

Navitas Semiconductor (NVTS) built its 2026 comeback around AI data centers, and those who bought into its business are now watching it fight a major legal battle. NVTS shares had climbed sharply this year because of the company's shift into high-power chips for AI server racks. However, ...