Navitas Semiconductor's Q3 2025 results highlight a strong strategic pivot towards high-power markets, positioning the company for significant growth in AI data centers and energy infrastructure.

• Leadership change aims to transform Navitas into a focused high-power technology provider, referred to as "Navitas 2.0."
• Significant demand for GaN and high-voltage SiC technologies is anticipated, driven by electrification trends in AI and energy sectors.
• Over 300 million GaN units shipped demonstrate strong market presence and reliability, with further growth expected from emerging applications.
• Partnerships with leading fabs and a robust patent portfolio enhance competitive positioning in evolving power architecture markets.
• The overall market for high-power applications is continuing to expand, offering long-term opportunities for sustainable revenue growth.