๐ข ๐๐จ๐ฆ๐ง ๐๐ก: $Navitas Semiconductor(NVTS.US) Navitas Licenses GeneSiC Technology to Magnachip for High-Voltage Power Markets
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐ก๐ฎ๐๐ถ๐๐ฎ๐ and ๐ ๐ฎ๐ด๐ป๐ฎ๐ฐ๐ต๐ถ๐ฝ sign a ๐๐ฒ๐ป๐ฒ๐ฆ๐ถ๐ technology licensing agreement.โค Magnachip gains access to ๐๐ฒ๐ป๐ฒ๐ฆ๐ถ๐ ๐ง๐ฟ๐ฒ๐ป๐ฐ๐ต-๐๐๐๐ถ๐๐๐ฒ๐ฑ ๐ฃ๐น๐ฎ๐ป๐ฎ๐ฟ technology.โค Agreement covers ๐ญ,๐ฎ๐ฌ๐ฌ๐ฉ, ๐ฎ,๐ฏ๐ฌ๐ฌ๐ฉ, ๐ฏ,๐ฏ๐ฌ๐ฌ๐ฉ, and higher-voltage platforms.โค Magnachip will access Navitas' ๐ฆ๐ถ๐ supply chain and materials ecosystem.โค Technology will be qualified at Magnachip's ๐ฆ๐ผ๐๐๐ต ๐๐ผ๐ฟ๐ฒ๐ฎ fabrication facility.โค Target markets include ๐ฒ๐ป๐ฒ๐ฟ๐ด๐, ๐ด๐ฟ๐ถ๐ฑ, ๐ถ๐ป๐ฑ๐๐๐๐ฟ๐ถ๐ฎ๐น, and ๐ฎ๐๐๐ผ๐บ๐ผ๐๐ถ๐๐ฒ applications.โค Initial focus is on the ๐ฆ๐ผ๐๐๐ต ๐๐ผ๐ฟ๐ฒ๐ฎ๐ป market.โค Companies expect to announce additional ๐ฝ๐ฎ๐ฟ๐๐ป๐ฒ๐ฟ๐๐ต๐ถ๐ฝ details later.โค ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น terms of the agreement were not disclosed.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐๐:๐๐ต๐ฟ๐ถ๐ ๐๐น๐น๐ฒ๐ ๐ฎ๐ป๐ฑ๐ฟ๐ฒ, President and CEO of Navitas:โThis strategic partnership with Magnachip reflects our long-term vision to broaden GeneSiC adoption across high-voltage and ultra-high-voltage power markets.โ๐๐ต๐ฎ๐ฒ ๐๐ฒ๐ฒ, Chief Executive Officer of Magnachip:โThis agreement opens an important new market opportunity for Magnachip in high-voltage and ultra-high-voltage SiC. The addition of GeneSiC technology complements our existing MOSFET and power semiconductor portfolio.โ
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Semiconductor stocks this week and month with a beta > 1.0
Worst Performing (1-Week)$AXT(AXTI.US): -27.15% $Astera Labs(ALAB.US): -23.41% $Marvell Tech(MRVL.US): -22.60%$Maxlinear(MXL.US): -22.34% Worst Performing (1-Month)$AXT(AXTI.US): -58.85% $Navitas Semiconductor(NVTS.US): -50.46% $Vishay Intertech(VSH.US): -42.81% $Atomera(ATOM.US): -40.11%
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1. There are value names
2. There are growth names3. There are speculative namesAny AI name you buy, see which bucket they belong to. $NVIDIA(NVDA.US), $Micron Tech(MU.US), $Broadcom(AVGO.US), $GE Vernova(GEV.US), $Dell Tech(DELL.US) etc belongs to 1 & 2$Bloom Energy(BE.US), $Corning(GLW.US), $Marvell Tech(MRVL.US) belongs 2$Navitas Semiconductor(NVTS.US), $Alpha &Omega(AOSL.US), $Maxlinear(MXL.US), etc belongs to 3. Don't confuse and oversize in wrong names. - H
๐ข ๐๐๐๐ ๐๐: $Navitas Semiconductor(NVTS.US) Navitas Launches New ๐๐๐-๐๐-๐๐๐-๐-๐๐๐ SiC MOSFET Package
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค Navitas unveils ๐๐๐-๐๐-๐๐๐-๐-๐๐๐ package for SiC MOSFETs.โค Package supports ๐๐๐๐๐ to ๐๐๐๐๐ ๐๐๐ง๐๐๐ข๐โข power devices.โค Features over ๐,๐๐๐๐ integrated isolation and ๐๐๐ฆ๐ฆ+ creepage distance.โค Eliminates need for external ๐ก๐ข๐ ๐ก-๐ฏ๐จ๐ฅ๐ญ๐๐ ๐ ๐ข๐ฌ๐จ๐ฅ๐๐ญ๐ข๐จ๐ง components.โค New design cuts thermal resistance by up to ๐๐%.โค Enables up to ๐๐๐% higher ๐ฉ๐จ๐ฐ๐๐ซ ๐๐ข๐ฌ๐ฌ๐ข๐ฉ๐๐ญ๐ข๐จ๐ง capability.โค Targets ๐ ๐ซ๐ข๐, energy storage, solid-state transformer, and renewable applications.๐ฌ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โUHV-TO-247-4-ISO represents a breakthrough in high-voltage power semiconductor packaging,โ said Paul Wheeler, VP and GM of the SiC Business Unit at Navitas.โThe package overcomes critical thermal and isolation challenges, delivering power moduleโclass performance in a compact discrete form factor.โ - D
I think a single dayโs movement is not a good predictor of future performance. Although it suggests the good earnings have been priced in this time, I think there is still a chance for further upside before demand exhaustion. Iโm more worried about the effect of an interest rate hike on tech stocks.
โ๏ธ [Task Coins Giveaway] Daily Market Talk โ Broadcom Drops 12% as AI Chip Guidance Misses the Bar
๐บ๐ธ๐ญ๐ฐ๐ธ๐ฌ Big moves across US, HK, SG markets. Broadcom plunges 12% AH as Q3 AI chip guidance disappoints an elevated market. Dow falls 600 points, ending the 9-day streak. SpaceX locks in June 12 Nasdaq debut.
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Independent analysts use different methods to value SpaceX and I agree with Morningstarโs view. The current valuation depends heavily on future growth from Starship, Starlink, and xAI and not on its existing profits. In fact, SpaceX posted a net loss of $49.4 billion in 2025. Who ready care?
Would you be willing to risk your capital on this? Personally, I would rather invest in other GREAT companies. โ that way, I can sleep well at night like a baby ๐.
Anyway check out the full infographic overview below for the latest updates on SpaceX ๐
โ๏ธ [Task Coins Giveaway] Daily Market Talk โ Broadcom Drops 12% as AI Chip Guidance Misses the Bar
๐บ๐ธ๐ญ๐ฐ๐ธ๐ฌ Big moves across US, HK, SG markets. Broadcom plunges 12% AH as Q3 AI chip guidance disappoints an elevated market. Dow falls 600 points, ending the 9-day streak. SpaceX locks in June 12 Nasdaq debut.
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Expectations may have been too high leading to a reality check. but AI infrastructure development and deployment is still a theme for the next decade as more bottlenecks are resolved like power, water, chip supply.
โ๏ธ [Task Coins Giveaway] Daily Market Talk โ Broadcom Drops 12% as AI Chip Guidance Misses the Bar
๐บ๐ธ๐ญ๐ฐ๐ธ๐ฌ Big moves across US, HK, SG markets. Broadcom plunges 12% AH as Q3 AI chip guidance disappoints an elevated market. Dow falls 600 points, ending the 9-day streak. SpaceX locks in June 12 Nasdaq debut.
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โ๏ธ [Task Coins Giveaway] Daily Market Talk โ Broadcom Drops 12% as AI Chip Guidance Misses the Bar
๐บ๐ธ๐ญ๐ฐ๐ธ๐ฌ Big moves across US, HK, SG markets. Broadcom plunges 12% AH as Q3 AI chip guidance disappoints an elevated market. Dow falls 600 points, ending the 9-day streak. SpaceX locks in June 12 Nasdaq debut.
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๐ข ๐๐๐๐ ๐๐: Navitas Showcases ๐๐๐๐ AI Data Center Power Solution in NVIDIA MGX Ecosystem - $Navitas Semiconductor(NVTS.US) $NVIDIA(NVDA.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค Navitas participated in NVIDIAโs ๐๐๐โข Partner Ceremony at COMPUTEX 2026.โค Company showcased an ๐๐๐๐-๐ญ๐จ-๐๐ DC-DC power delivery board for AI servers.โค Solution eliminates the traditional ๐๐๐ intermediate bus converter stage.โค Powered by ๐๐๐๐ ๐๐ฌ๐ญโข technology with targeted ๐๐.๐% peak efficiency.โค Design enables ๐๐๐๐ ๐/๐ข๐งยณ power density and ultra-thin form factor.โค Navitasโ ๐๐๐ and ๐๐ข๐ technologies support next-generation AI factory infrastructure.โค Collaboration with NVIDIA aims to accelerate scalable, high-efficiency ๐๐ ๐๐๐ญ๐ ๐๐๐ง๐ญ๐๐ซ๐ฌ.๐ฌ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โAs AI workloads continue to scale and drive unprecedented demand for compute, power delivery has become one of the most critical challenges in enabling next-generation gigawatt AI factories,โ said Chris Allexandre, President and CEO of Navitas.โThrough our collaboration with NVIDIA within the MGXโข ecosystem, Navitas is delivering GaN and SiC power technologies that enable megawatt-scale AI server racks with higher power density, a smaller system footprint, and improved thermal performance, helping accelerate the transition to more efficient and scalable AI infrastructure.โ - S
Bro mediaโฆ how is $XFAB a meme stock?
Can you not repeat the same mistake with $RPI this time?Theyโre literally getting CHIPS ACT funding from the EU because of how critical they are. And have $NVIDIA(NVDA.US) / $Nokia Oyj(NOK.US) evaluating their SiPH side of things, while they traded at a low ~1.28 P/B.This just reminded me of $SOI low p/b but high growth verticals out of legacy segment drag.$XFAB was literally mentioned for CHIPS ACT 2 next week in the blueprintsโฆ Which focuses around photonics. The main revenue ramp was around power semis with $NVIDIA(NVDA.US) pushing 800 vdc.So $Navitas Semiconductor(NVTS.US), $Power Integrations(POWI.US), $Wolfspeed(WOLF.US) and everyone have been taking off recently.Markets just missed $XFAB, because theyโre a lesser known foundry in power semisโฆBut US Dpt. Of commerce pointed them out as the only high volume SiC foundry in the US 2Y ago. I just happened to point out the connections.Just because you donโt understand something, donโt just go call it a โmeme stockโ with price detached from fundamentals.Source: Serenity
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๐ข ๐๐๐๐ ๐๐: $Navitas Semiconductor(NVTS.US) Navitas Semiconductor Corporation (NVTS) files $250M mixed shelf
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๐ข ๐๐๐๐ ๐๐: Cyient Launches Indiaโs First Commercial ๐๐๐ Power IC Family With $Navitas Semiconductor(NVTS.US) Navitas Tech
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค Cyient Semiconductors launches ๐ new ๐๐๐ power ICs using Navitas technology.โค Devices leverage Navitasโ industry-leading ๐๐๐๐ ๐๐๐ platform.โค Partnership expands Navitasโ reach into Indiaโs ๐๐ and e-mobility markets.โค Cyient becomes a ๐ฌ๐๐๐จ๐ง๐ ๐ฌ๐จ๐ฎ๐ซ๐๐ for select Navitas GaN products.โค Solutions target ๐๐ ๐๐๐ญ๐ ๐๐๐ง๐ญ๐๐ซ๐ฌ, telecom, chargers, and EV infrastructure.โค Devices integrate control, protection, and ๐๐๐ management in compact packages.โค Collaboration supports long-term ๐๐จ๐ฆ๐๐ฌ๐ญ๐ข๐ ๐๐๐ manufacturing expansion in India. - W
$Navitas Semiconductor(NVTS.US) Double Beat
Adj EPS: $(0.04) vs $(0.05) estREV: $8.598M vs $8.173M est๐ฅ -2.29%
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We closed $Navitas Semiconductor(NVTS.US) DCA trade last week. NVTS ran up too much too fast, giving me 120% gains. On a serious note, I need an organic growth. I hate run ups that went too fast, old enough to know how they play out.
We moved the funds into a new trade for DCA.Source: First Fellow
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$NVIDIA(NVDA.US) actively pushing to 800V, and today was a pretty big signal.
"On April 22, 2026, NVIDIA has initiated discussions with major South Korean power equipment companies to explore designing DC infra based on an approximately 800V direct current (DC) system"Previous named Nvidia partners include: Infineon, $Texas Instruments(TXN.US), $STMicroelectronics NV(STM.US), $Navitas Semiconductor(NVTS.US), Delta, Flex, $Eaton(ETN.US), Schneider, and $Vertiv(VRT.US). It's been known they're been pushing for this but... looks like Nvidia is really driving it. Personally very small exposure to $Navitas Semiconductor(NVTS.US) since they're they have a high exposure for SiC/GaN ICs for 800V DCs. I know others really liked $Vicor(VICR.US) for exposure.Source: Serenity
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$Navitas Semiconductor(NVTS.US) has dropped. Should we go for it?
