Latest news with #Navitas
Yahoo
10 hours ago
- Business
- Yahoo
AI Chips Update - Navitas Expands GaN Technology Through Powerchip Partnership
Navitas Semiconductor has announced a strategic partnership with Powerchip Semiconductor Manufacturing Corporation (PSMC) to advance the production of 200mm GaN-on-silicon technology. This collaboration is aimed at enhancing the supply chain, driving innovation, and improving cost efficiency, which could accelerate the adoption of GaN in sectors including AI data centers, electric vehicles (EVs), and solar power. Powerchip's facilities in Taiwan will support the production and development of these semiconductors, which are known for their efficiency and performance improvements. This initiative aligns with Navitas' recent efforts to expand its influence in high-demand markets such as AI and renewable energy solutions. In other market news, was a notable mover up 10% and ending the day at CN¥17.80. In the meantime, lagged, down 27% to finish the session at CN¥323.79. NVIDIA's innovative Blackwell architecture is crucial for scaling in the AI market, offering a compelling growth opportunity amidst market challenges. Click here to explore the full narrative on NVIDIA's strategic positioning and potential. Don't miss our "Market Insights" article titled "A.I. Enters the 'Show Me The Money' Phase," where we examined the strategic transition in AI chip investments; read it now to stay ahead of these rapidly evolving opportunities. finished flat at, $159.40. ended the day at $153.30 down 3%, hovering around its 52-week high. Last week, the company held its AGM where several shareholder proposals, including changes to governance policies and reporting requirements, were not approved. closed at $136.11 down 4.1%. This week, AMD announced its Instinct MI355X GPUs will be used by Oracle to enhance cloud AI services. Click through to start exploring the rest of the 48 AI Chip Stocks including Analog Devices, United Microelectronics and OmniVision Integrated Circuits Group now. Searching for a Fresh Perspective? Explore 26 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sources: Simply Wall St "Navitas Announces Plans for 200mm GaN Production with PSMC" from Navitas Semiconductor Corporation on GlobeNewswire (published 01 July 2025) Companies discussed in this article include SHSE:600438 NasdaqGS:QCOM NasdaqGS:NVDA NasdaqGS:AMD and SZSE:002371. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Business Upturn
a day ago
- Automotive
- Business Upturn
Navitas Announces Plans for 200mm GaN Production with PSMC
Next-phase strategy expected to strengthen supply chain, drive innovation, and improve cost efficiency—supporting GaN's ramp into AI data centers, EVs, solar, and home appliances. TORRANCE, Calif., July 01, 2025 (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 a strategic partnership with Powerchip Semiconductor Manufacturing Corporation (PSMC or Powerchip), to start production and continue development of best-in-class 200mm GaN-on-silicon technology. Navitas' GaN IC portfolio is expected to use Powerchip's 200mm in Fab 8B, located in Zhunan Science Park, Taiwan. The fab has been operational since 2019 and supports various high-volume manufacturing processes for GaN, ranging from micro-LEDs to RF GaN devices. Powerchip's capabilities include an improved 180nm CMOS process, offering smaller and more advanced geometries, which bring improvements in performance, power efficiency, integration, and cost. '200mm GaN-on-silicon production on a 180nm process node enables us to continue innovating higher power density, faster, and more efficient devices while simultaneously improving cost, scale, and manufacturing yields', said Dr. Sid Sundaresan, SVP of WBG Technology Platforms at Navitas. Powerchip is expected to manufacture Navitas' GaN portfolio with voltage ratings from 100V to 650V, supporting the growing demand for GaN for 48V infrastructure, including hyper-scale AI data centers and EVs. Qualification of initial devices is expected in Q4 2025. The 100V family is expected to start production first at Powerchip in 1H26, while the company expects 650V devices will transition from Navitas' existing supplier, TSMC, to Powerchip over the next 12-24 months. Navitas recently made several announcements in the AI data center, EV, and solar markets, including its collaboration with NVIDIA to support GaN and SiC technologies for 800V HVDC architectures for 1 MW IT racks and beyond. Enphase announced that its next-generation IQ9 would include Navitas' 650 V bi-directional GaNFast ICs, and Changan Automobile announced its first commercial GaN-based OBC (on-board charger) using Navitas' GaNSafe technology. 'We are proud to partner with Powerchip to advance high-volume 200 mm GaN-on-silicon production and look forward to driving continued innovation together in the years ahead', said Gene Sheridan, CEO and co-founder of Navitas. 'Through our partnership with Powerchip, we are well-positioned to drive sustained progress in product performance, technological evolution, and cost efficiency.' 'Powerchip has collaborated with Navitas on GaN-on-Si technology for years, and we're thrilled to announce that product qualification is nearly complete – bringing us to the verge of mass production', said Martin Chu, President at Powerchip. 'Building on this strong partnership, Powerchip is committed to expanding our cooperation and continuously supporting Navitas in exploring and growing the GaN market.' About Powerchip Semiconductor Manufacturing Corporation Powerchip Semiconductor Manufacturing Corporation (PSMC) is a Taiwanese semiconductor foundry that develops, manufactures, and distributes advanced memory components and other integrated circuits. Founded in 1994, PSMC operates multiple 12-inch and 8-inch wafer fabs, offering foundry services, design, manufacturing, and testing services. They are recognized for their expertise in developing and manufacturing a range of semiconductor products, including power integrated circuits, discrete components, and image sensors. About Navitas Navitas Semiconductor (Nasdaq: NVTS) is the only pure-play, next-generation power-semiconductor company, celebrating 10 years of power innovation, founded in 2014. GaNFast™ power ICs integrate gallium nitride (GaN) power and drive, with control, sensing, and protection to enable faster charging, higher power density, and greater energy savings. Complementary GeneSiC™ power devices are optimized high-power, high-voltage, and high-reliability silicon carbide (SiC) solutions. Focus markets include AI data centers, EV, solar, energy storage, home appliance / industrial, mobile, and consumer. Over 300 Navitas patents are issued or pending, with the industry's first and only 20-year GaNFast warranty. Navitas was the world's first semiconductor company to be CarbonNeutral®-certified. Navitas Semiconductor, GaNFast, GaNSense, GeneSiC, and the Navitas logo are trademarks or registered trademarks of Navitas Semiconductor Limited and affiliates. All other brands, product names, and marks are or may be trademarks or registered trademarks used to identify products or services of their respective owners. Forward-Looking Statements Statements and information in this press release that are not historical are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and are made pursuant to the 'safe harbor' provisions of such Act. Forward-looking statements may be identified by the use of words such as 'we expect' or 'are expected to be,' 'estimate,' 'plan,' 'project,' 'forecast,' 'intend,' 'anticipate,' 'believe,' 'seek,' or other similar expressions that predict or indicate future events or trends or that are not statements of historical matters. Forward-looking statements are provided for illustrative purposes only and are not intended to serve as, and must not be relied on by any investor as, a guarantee, an assurance, a prediction or a definitive statement of fact or probability. Actual events and circumstances are difficult or impossible to predict and will differ from assumptions and expectations. The risks, uncertainties, assumptions and other factors that could cause actual events or results to differ from the events or results predicted or implied by our forward-looking statement include those risk factors discussed in our filings with the SEC, including those disclosed under the caption 'Risk Factors' in our annual report on Form 10-K for the year ended December 31, 2024, our quarterly report on Form 10-Q for the quarter ended March 31, 2025 and subsequent quarterly reports. Navitas may elect to update these forward-looking statements at some point in the future, but specifically disclaims any obligation to do so. Contact InformationLlew Vaughan-Edmunds, Sr Director, Product Management & Marketing [email protected]
Yahoo
24-06-2025
- Business
- Yahoo
Why Navitas Semiconductor Stock Is Soaring Today
One of Navitas Semiconductor's partners announced it's given the company an award. The broader market is moving higher today, thanks to comments suggesting that the Federal Reserve is warming up to the possibility of an interest-rate cut next month. A ceasefire between Israel and Iran is also helping to push Navitas stock higher today. 10 stocks we like better than Navitas Semiconductor › Navitas Semiconductor (NASDAQ: NVTS) stock is seeing big gains in Tuesday's trading. The company's share price was up 8.4% as of 1:30 p.m. ET amid a 1% gain for the S&P 500 index (SNPINDEX: ^GSPC) and a 1.4% jump for the Nasdaq Composite (NASDAQINDEX: ^IXIC). The company's valuation is surging today thanks to positive developments on geopolitical and macroeconomic fronts. The stock is also rising in conjunction with an announcement that the company has received an award from one of its partners. Before the market opened today, Navitas published a press release announcing that VREMT Energy had named the company as the recipient of its Outstanding Technical Collaboration Award. The two tech specialists have collaborated on a research and development laboratory using Navitas' GaNFast gallium nitride (GaN) and GeneSiC silicon carbide (SiC) semiconductors to improve power systems for electric vehicles. News of the award may be increasing investor hopes that a significant product breakthrough will emerge through the partnership. While Federal Reserve Chairman Jerome Powell indicated that the central banking authority will continue to take a wait-and-see approach on interest-rate cuts, the probability of a rate cut happening at next month's meeting seems to have increased significantly. At the very least, it now seems much more likely that the Fed will serve up one or more rate cuts this year. The change in the rate outlook has investors bidding up growth stocks in the tech sector, and Navitas is benefiting from the trend. In addition to the possibility that Navitas stock will be a enjoying a better-than-expected macroeconomic backdrop, investors have received some reassuring news on the geopolitical front. A ceasefire between Israel and Iran was announced today, and the market is rising as a major source of potential volatility appears to be de-escalating. Geopolitical turmoil poses a key risk factor to semiconductor companies and global supply chains at large, and indications of global stability are likely to be bullish catalysts for Navitas. Before you buy stock in Navitas Semiconductor, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Navitas Semiconductor wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $676,023!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $883,692!* Now, it's worth noting Stock Advisor's total average return is 793% — a market-crushing outperformance compared to 173% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 23, 2025 Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Why Navitas Semiconductor Stock Is Soaring Today was originally published by The Motley Fool
Tourism Breaking News
20-06-2025
- Business
- Tourism Breaking News
Seamless, Smart, and Sustainable: Honeywell's Vision for the Future of Airport Operations
Post Views: 441 As global airports continue to evolve to meet growing passenger demand and sustainability targets, Honeywell is at the forefront of shaping that transformation. TravTalkME speaks with Nabil Cheqroun, Chief Commercial Officer, Honeywell Building Automation, on the sidelines of the Airport Show about the technologies which help achieve the seamless and smart services for the passengers. At the Airport Show this year, Honeywell showcased its suite of cutting-edge technologies designed to enhance airport efficiency, passenger experience, and environmental responsibility. 'Our focus is based on three strategic pillars: delivering a seamless passenger journey, ensuring resilient operations, and accelerating the path to net zero,' said Nabil Cheqroun, Chief Commercial Officer, Honeywell Building Automation. 'We're showcasing several innovations that are already making a significant impact in airports around the world.' A Seamless Journey: Follow the Green One of Honeywell's standout solutions is Navitas, the 'Follow the Green' technology. This system enables aircraft to taxi from runway to gate in the most efficient and safe manner possible. 'Navitas helps reduce downtime and fuel consumption, improving turnaround time while significantly cutting carbon emissions,' explained Cheqroun. Complementing this is Honeywell's latest Visual Docking Guidance System (VDGS), which ensures precise docking of aircraft. 'Accuracy is critical in airport operations, and VDGS provides pilots with exact guidance to reach the correct gate position,' he added. Unified Airport Intelligence Honeywell also emphasizes integration with its Command and Control Suite, a platform that connects building management systems, fire safety, and security infrastructure. This unified view streamlines airport operations both landside and airside, enabling quicker response times and optimized resource management. 'Our Enterprise Building Integration (EBI) solution is built to manage complex airport environments. Whether it's lighting, HVAC, or emergency response, EBI brings everything under one intelligent dashboard,' said Cheqroun. Predictive Maintenance & Energy Efficiency In the realm of sustainability, Honeywell brings a tangible edge. Around 40% of its equipment is made using sustainable sources, and its building automation focuses heavily on energy efficiency and predictive maintenance. 'Our FORGE platform is agnostic, meaning it can integrate with any manufacturer's hardware,' noted Cheqroun. 'It uses data analytics to monitor asset performance and predict failures before they occur, helping operators maximize lifecycle value without impacting airport operations.' These capabilities not only support environmental goals but also reduce operational costs by optimizing energy use and improving system reliability. Supporting Regional Growth Honeywell's legacy in the region spans over seven decades, and that deep understanding of local market needs gives it a significant advantage. 'We've co-developed technologies with airport authorities in the region. That collaboration has allowed us to tailor our solutions to the specific climate, infrastructure, and regulatory requirements,' said Cheqroun. 'For airport operators looking to modernize, our long-standing presence and experience make Honeywell a trusted partner.' Looking Ahead While the focus at the Airport Show was primarily on airport operations, Honeywell's technologies also contribute to the cargo sector, offering similar operational and sustainability benefits. As airports expand to meet the demands of rising air cargo volumes, such solutions will play an even greater role. In closing, Cheqroun reinforced the company's commitment: 'Honeywell is not just showcasing technology. We are enabling airports to operate smarter, greener, and more efficiently—from gate to runway to terminal.' For stakeholders in airport infrastructure and operations across the Middle East and beyond, Honeywell's integrated solutions represent a comprehensive, future-ready approach to aviation.
Yahoo
15-06-2025
- Business
- Yahoo
These 2 Nvidia Partners Will Power the Next Generation of Data Centers
Nvidia is collaborating with key partners in preparation for the next generation of data centers. Semiconductor maker Navitas is soaring on the back of its relationship with Nvidia. Data center equipment maker Vertiv is also partnering with Nvidia, which should boost its growth. 10 stocks we like better than Nvidia › The explosion in artificial intelligence (AI) demand is creating significant demand for data centers and the equipment that powers them. The leading AI computing platform provider, Nvidia (NASDAQ: NVDA), is developing the next generation of data center architecture. However, it's not doing it alone. Two of its key partners, Navitas Semiconductor (NASDAQ: NVTS) and Vertiv (NYSE: VRT), are set to play a significant role. Here's the lowdown. Nvidia recently discussed the next-generation 800-volt (V) high-voltage direct current (HVDC) in a blog post and cited several key partners it is collaborating with to accelerate adoption. The change, from 54V DC data centers to 800V DC, is a game changer and is likely to result in the replacement of traditional 54V DC data centers used for AI and high-performance computing. Nvidia expects these new data centers to launch in 2027, so its partners must have solutions ready in time. In a traditional 54V DC data center, 13.8kV alternating current (AC) power (a voltage typically used to distribute power to neighborhoods or industrial facilities) enters the data center. It is then stepped down to a lower AC voltage. After that, the lower-voltage power is routed to IT racks, which contain power distribution units that convert it to 54V DC. From there, it's fed into another converter at the graphics processing units (GPUs) level, which converts it into an even lower DC voltage used to power the GPUs. The new 800V HVDC data centers help simplify the process by converting the 13.8kV AC power into 800V DC at the data center perimeter and then straight to the IT rack, where it's transformed into the lower voltages necessary to run GPUs. Nvidia believes that the new data centers will: Improve efficiency by 5% Significantly reduce copper demand Reduce maintenance costs by 70% Lower cooling requirements Cut the total cost of ownership by 30% Navitas had just $83.3 million in sales in 2024. The announcement of its collaboration with Nvidia on 800V HVDC data center architecture sent the stock into orbit -- up over 100% so far this year. The gallium nitride (GaN) and silicon carbide (SiC) semiconductor company offers power conversion solutions that cover the entire power process in an 800V HVDC data center, from the initial conversion at the perimeter to the conversion from 800V DC to lower voltage at the IT rack. It's not alone in offering semiconductor solutions to Nvidia, and it's up against some powerful competition, such as Infineon and STMicroelectronics (also Nvidia partners). However, it's a pure-play GaN and SiC company, and any significant revenue from 800V HVDC data center growth will move the needle for it. It's challenging to assign a valuation to Navitas, as its future growth prospects are far from clear. Still, the Nvidia backing is significant, and so is the upside potential of Navitas becoming a key provider to Nvidia. The transition to 800V HVDC data centers necessitates the development of new industrial-grade rectifiers to convert the 13.8kV AC grid power into 800V DC, as well as IT rack-level DC converters and backup systems, all of which are essential for providing a reliable power supply. That's where Vertiv comes in. The company plans to have its 800V HVDC solutions available in the second half of 2026, and in time for Nvidia's rollout of its Kyber and Rubin Ultra platforms for the new data centers. Just as with Navitas, Vertiv is competing with some heavyweight industrial companies, specifically Eaton and Schneider Electric. However, like Navitas, it is a pure-play company in the industry. The company was originally part of Emerson Electric but was sold to private equity in 2016, and then came to the market in 2020. While there are some understandable concerns about AI/data center stocks overheating, the drive toward the new generation of data centers promises to create an expansion in Vertiv's total addressable market. Wall Street analyst expectations are for mid-teens revenue growth through 2027, and with the next wave of 800V HVDC orders likely to happen in 2026 and then 2027, Vertiv looks set for substantial growth in the coming years. Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $653,702!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $870,207!* Now, it's worth noting Stock Advisor's total average return is 988% — a market-crushing outperformance compared to 172% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of June 9, 2025 Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Emerson Electric and Nvidia. The Motley Fool has a disclosure policy. These 2 Nvidia Partners Will Power the Next Generation of Data Centers was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
