Added to YB: 2025-07-08
Pitch date: 2025-07-04
NVTS [neutral]
Navitas Semiconductor Corporation
+23.7%
current return
Author Info
No bio for this author
Company Info
Navitas Semiconductor Corporation designs, develops, and markets power semiconductors in the United States, Europe, China, rest of Asia, and internationally.
Market Cap
$1.8B
Pitch Price
$6.33
Price Target
N/A
Dividend
N/A
EV/EBITDA
-22.71
P/E
-12.17
EV/Sales
29.04
Sector
Semiconductors and Semiconductor Equipment
Category
special_situation
Navitas Semiconductor Detailed analysis of supply chain shift and valuation impact after TSMC announced its exit from GaN business
NVTS (overview): TSMC exiting GaN business by Jul 2027. Navitas secured Powerchip deal (cert 2025Q4, 100V production 2026H1, 650V in 12-24mo) + seeking backup foundries. 2yr transition buffer positive, but cert delays/costs pose risks. GaN has long-term growth in AI, EV, solar. Buy $5.5-6.0, SL $5.0; or wait for cert confirmation.
Read full article (2 min)