Navitas Semiconductor (NVTS) Surges 25% Following Nvidia MGX Partnership Announcement

Key Highlights

• NVTS shares surged 25% following the announcement of its partnership with NVIDIA’s MGX Ecosystem
• Navitas unveiled an advanced 800V-to-6V DC-DC power delivery solution at COMPUTEX 2026 in Taipei
• The innovative board leverages GaNFast technology, achieving 97.5% peak efficiency with 1 MHz switching frequency
• The ultra-compact design measures approximately 20% thinner than a typical smartphone while delivering 2,100 W/in³ power density
• Year-to-date performance shows NVTS climbing 262%, with market capitalization reaching $6.04 billion

Shares of Navitas Semiconductor (NVTS) skyrocketed by as much as 25% on Wednesday following the company’s announcement regarding its partnership with NVIDIA’s MGX Ecosystem, aimed at pushing forward 800 VDC AI infrastructure solutions.

Navitas Semiconductor Corporation, NVTS

By mid-trading session, the stock maintained gains of approximately 19%, pushing year-to-date returns to an impressive 262%.

The semiconductor company took part in NVIDIA’s Partner Ceremony held on May 29th at Taipei’s Nangang Exhibition Center, aligning with ecosystem collaborators dedicated to developing next-generation AI data centers utilizing 800 VDC rack architectures.

The major unveiling occurred during COMPUTEX 2026, taking place from June 2nd to 5th in Taipei, where Navitas presented its 800V-to-6V DC-DC power delivery solution at NVIDIA’s AI Factory MGX Ecosystem Showcase.

This innovative board eliminates the conventional 48V intermediate bus converter stage typically found in compute server trays—a strategic engineering decision that enables more compact and efficient server configurations.

Technical Specifications of the Power Board

The power delivery solution incorporates 16 GaNFast FETs with 650V ratings and 11 mOhms resistance. The system delivers 97.5% peak efficiency, operates at a 1 MHz switching frequency, and attains a remarkable power density of 2,100 W/in³.

To put the dimensions in perspective: the board’s thickness measures approximately 20% less than a standard mobile phone. This represents a significant advantage in settings where rack space optimization and thermal management remain persistent challenges.

In addition to its GaN technology, Navitas offers silicon carbide solutions through its portfolio. The company’s GeneSiC SiC products include solid-state transformers utilizing 2300V and 3300V SiC power modules, complemented by high-power three-phase power supply units powered by Generation 5 1200V SiC MOSFETs.

NVTS Market Performance

The stock’s average daily trading volume hovers around 30.3 million shares. As of Wednesday’s trading, market capitalization stands at $6.04 billion.

Analyst technical sentiment indicates a Buy rating, while the year-to-date gain of 262% positions NVTS among the top-performing semiconductor stocks in 2026.

With the COMPUTEX event continuing through June 5th, Navitas remains in the industry spotlight throughout the week’s conclusion.

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