Why Navitas Sees GaN Playing a Bigger Role Inside Future AI Racks - qz.com

Navitas Semiconductor (NVTS) is set to showcase its gallium nitride (GaN) and silicon carbide (SiC)-based 800V AI power solutions at the upcoming PCIM 2026, targeting high-density server racks. As AI ... Read original →

Soaring AI compute density is forcing data centers to leap from 48V to 800V power architectures, where GaN’s high-frequency, low-loss traits will displace silicon in intra-rack DC-DC conversion. Navitas’ dual-track vGaN/GeneSiC strategy is a tactical response to TSMC’s foundry dependency versus onsemi and Infineon’s vertical integration. Technologically, GaN adoption accelerates miniaturization of magnetics and digital controller upgrades. Geopolitically, tightening U.S.-EU export controls on wide-bandgap semiconductors could inflate localization validation costs for Taiwan, China and Southeast Asian OSATs. Competition has shifted to “material + system” bundling—Infineon leverages GAN Systems IP, while onsemi locks clients via in-house SiC substrates. If GaN penetration in AI servers exceeds 15% within 18 months, a second supply-chain expansion wave is inevitable—but Navitas’ lofty valuation and Zacks’ Sell rating signal near-term froth.