Power Semiconductors
Navitas Semiconductor
A representative GaN power semiconductor player. AI datacenter power and the ramp-up of the GaN market are key themes.
Articles
Articles about this company
Navitas Ships First US-Made Gen 5 GaNFast
Navitas ships Gen-5 GaNFast from GlobalFoundries' Vermont fab in September 2026 on a 200mm GaN-on-Si line, ten months after their 2025 partnership.
Infineon: FY2026 Q2 Growth Driven by AI, GaN, and SiC
Why Infineon raised full-year guidance at its FY2026 Q2 results, and what an upward revision signals to the rest of the supply chain.
GaN Market: Navitas Earnings and India Mass Production
Navitas Semiconductor's Q1 2026 earnings beat expectations, driving a surge in its stock price, underscoring the market success of its GaN technology.
AI Server Power Supplies: GaN Adoption Criteria
Choosing GaN for AI server power supplies: where it beats SiC and Si on switching frequency, power density and thermal design, and where it does not.
GaN patent war: Infineon ITC win and Wolfspeed suit
Infineon won a final US ITC ban on Innoscience GaN imports and Wolfspeed sued Navitas: GaN patent fights have become a procurement risk.
AIXTRON: FY2026 Guidance Raised on 30% Order Growth
AIXTRON Q1 2026: order intake of about EUR 171M (+30% YoY) on data-center optics demand, with FY2026 revenue guidance raised to about EUR 560M.
Power Devices: Technology Outlook Beyond SiC and GaN
After SiC and GaN: gallium oxide, GaN-on-GaN and diamond compared on maturity, production timing, and what designers and buyers should do now.
Cyient Announces India's First GaN Power ICs
Cyient unveiled 650V GaN power ICs for AI, telecom, fast charging and e-mobility, aimed at higher conversion efficiency in next-generation designs.
GaN-on-Si: The Next Decade of Industrial Power Electronics
GaN-on-Si is displacing silicon below 650V, moving from EV on-board chargers into industrial motor control, telecom power and UPS. Adoption by application.
Solar Inverter Power Devices: Si IGBT vs SiC vs GaN
How solar PCS choose between Si IGBT, SiC MOSFET, and GaN-on-Si by application and output scale — selection criteria and supplier positioning.