Record sales in GaN mobile fast-charger marketNew, low-voltage GaN technology enters 48V AI data center, EV and robotics marketsStrategic partnership with Infineon Technologies enables customer dual sourcingStreamlined market focus and cost structure improve path to profitability TORRANCE, Calif., Nov. 04, 2024 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS) the only pure-play, next-generation power semiconductor company and industry leader in gallium nitride (GaN) power ICs and silicon carbide (Si ...

人物投资经历 - Paul Franke有38年交易经验 30年全国排名股票挑选者 1990年代是编辑和出版商 1990年代被Timer Digest®排名为顶级投资顾问 在2008和2009部分时间在Motley Fool®CAPS选股比赛中排名第一 2010 - 13年是Quantemonics Investing®研究总监 截至2024年9月被TipRanks®排名为博主前3% [1] 投资相关概念 - 有“Victory Formation”选股系统 关注供需不平衡 “Bottom Fishing Club”关注深度价值或技术动能向上反转股票 “Volume Breakout Report”讨论由价格和交易量支持的积极趋势变化 建议投资者对单个选择使用10%或20%止损水平 采用分散化方法拥有至少50个看好的股票 [1]

TORRANCE, Calif., Oct. 28, 2024 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), the only pure-play, next-generation power semiconductor company and industry leader in gallium nitride (GaN) power ICs and silicon carbide (SiC) technology, has announced it will preview several breakthroughs at electronica 2024 (Hall C 3, booth 129, November 12th- 15th). Aligned with the mission to 'Electrify our World™', the "Planet Navitas" booth invites visitors to discover how next-gen GaN and SiC technology enabl ...

Navitas Semiconductor (NVTS) shares have gained 6.6% in a month, outperforming the broader Zacks Computer and Technology sector's return of 1.8%. Over the same time frame, it has also outperformed the Zacks Electronics- Semiconductors industry and peers, including Cirrus Logic (CRUS) , FormFactor (FORM) and Ambarella (AMBA) . Shares of Cirrus Logic and FormFactor have lost 1.8% and 1.4%, respectively, while Ambarella has gained 3.1% in the same time frame. The industry appreciated 5.1% in a month. This outp ...

TORRANCE, Calif., Oct. 14, 2024 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), the industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, has announced GaNSlim™, a new generation of highly-integrated GaN power ICs that will further simplify and speed the development of small form factor, high-power-density applications by offering the highest level of integration and thermal performance. GaNSlim enables the simplest, fastest, and ...

文章核心观点 公司推出了新一代高功率GaNSafe系列功率半导体器件,采用TOLT封装提升了热散发性能,可应用于AI数据中心、太阳能/储能和工业等领域 [1][2][3] 关键要点总结 产品特性 - 集成控制、驱动、检测和关键保护功能,提供前所未有的可靠性和稳健性 [2] - 具有超快短路保护(最大延迟350ns)、2kV静电保护、消除负极栅驱动、可编程斜率控制等特性 [2] - 采用4引脚设计,可像离散GaN FET一样使用,无需VCC引脚 [2] - TOLT封装通过顶部散热提升了热散发性能,降低工作温度,提高电流承载能力,提升系统功率密度、效率和可靠性 [2][3] 应用范围 - 适用于1kW至22kW的应用,提供25-98mΩ的RDS(ON)MAX选择 [3] - 可应用于数据中心电源和电动车板载充电器等系统 [3] 公司情况 - 公司成立10年,是业界唯一专注于新一代功率半导体的公司 [4] - 拥有250多项专利,是业界首家提供20年GaNFast质保的半导体公司,也是首家获得碳中和认证的半导体公司 [4]

TORRANCE, Calif., Sept. 04, 2024 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), the industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced the release of a portfolio of third-generation automotive-qualified SiC MOSFETs in D2PAK-7L (TO-263-7) and TOLL (TO-Leadless) surface-mount (SMT) packages. Navitas' proprietary 'trench-assisted planar' technology provides world-leading performance over temperature and delivers ...

文章核心观点 - 知名对冲基金Point72正在大举买入半导体公司Navitas Semiconductor [1][2] - Navitas是一家专注于氮化镓(GaN)功率集成电路的公司,其技术在移动设备、数据中心、电动汽车等领域有广泛应用前景 [3][4] - 氮化镓功率器件市场未来几年将高速增长,主要受益于消费电子、数据中心和电动汽车等领域的需求 [5][6] - 但Navitas目前面临一些财务挑战,如亏损、现金流为负、股价下跌等,投资存在一定风险 [7] 行业总结 - 氮化镓功率器件市场正处于高速增长期,预计从2021年的1.26亿美元增长到2027年的20亿美元,复合年增长率达59% [5] - 这一增长主要源于消费电子、数据中心和电动汽车等领域的强劲需求 [5] - 未来机器人革命也可能成为氮化镓市场的催化剂,因为机器人对快速充电系统有巨大需求,Navitas的技术可能在此发挥关键作用 [6] 公司总结 - Navitas是一家专注于氮化镓功率集成电路的公司,拥有行业领先的知识产权和专有技术 [3][4] - 公司产品应用于移动设备、消费电子、数据中心、太阳能逆变器和电动汽车等领域 [3][4] - 但公司目前面临一些财务挑战,如亏损、现金流为负、股价下跌等,投资存在一定风险 [7] - 尽管如此,知名对冲基金Point72仍在大举买入Navitas的股票,可能看好其未来的增长潜力 [1][2]

Eduardo Fuentes Guevara/E+ via Getty Images Despite operating in the promising semiconductor sector, Navitas Semiconductor (NASDAQ:NVTS) has been one of the worst performers of the year so far with its stock down more than 61% YTD. The main reason for this substantial drop in the company's share price is soft demand for its power semiconductors in light of the current multi-decade high interest rates and weakening EV demand which have caused the company's top line growth to decelerate substantially in the f ...

TORRANCE, Calif., Aug. 15, 2024 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS) the only pure-play, next-generation power semiconductor company and industry leader in gallium nitride (GaN) power ICs and silicon carbide (SiC) technology, has announced participation in the following upcoming investor events: Needham: 5th-Annual Needham Virtual Semiconductor & SemiCap 1x1 Conference August 21st: 1-on-1 meetings with Gene Sheridan, CEO, Janet Chou, CFO, and Stephen Oliver, VP Investor Relations. Locati ...