Navitas Semiconductor (NVTS)

Navitas integrates GaN power devices with drive, control, and protection functions, allowing customers to design compact power systems with high charging speeds and reduced energy loss. Its products are used across markets such as mobile and consumer chargers, enterprise power supplies, data centres, electric mobility, solar energy, energy storage, and other electrification applications. The company has also been associated with silicon carbide power technology, broadening its exposure to high-voltage power conversion markets.

The business operates as one reportable segment covering the design, development, manufacture, and marketing of integrated circuits and related components. Navitas follows the model typical of many semiconductor companies by concentrating on product design and commercialisation while relying on specialised manufacturing partners in the broader chip supply chain.

Geographically, the company sells into several major electronics markets, including Hong Kong, China, Europe, the United States, and other parts of Asia. Hong Kong accounts for the largest share of revenue, reflecting the region’s importance in electronics manufacturing and distribution. For investors, Navitas represents exposure to the power-efficiency theme: faster charging, denser power supplies, and the rising need to manage electricity more effectively across consumer devices, infrastructure, and clean-energy systems.