Navitas — Supply Chain & Business Relationships
Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.
Click a company to open its map · drag to explore · hover a line to read the source quote. Green = supplies · orange dashed = competes · blue = partners · purple = ownership · grey dashed = suspended · how to read this data.
3 suppliers8 partners11 competitors5 source filings
Featured in supply-chain maps: Wide-Bandgap Power (GaN & SiC)
Where it sits in the AI-server chain
The stages where a filing quote places this company on the AI-server chain.
Suppliers (companies that supply it)
Supplied by ←
TSMC
Last confirmed 2026-07-27 · 25 days ago · corroborated by 2 filings
“Secured TSMC buffer inventory for customers through 2029+ to ensure smooth foundry transition and prepare for AI ramp”— NVTS 8-K, filed 2026-07-27 EDGAR · View source filing ↗
Supplied by ←
GlobalFoundries
Last confirmed 2026-02-27 · 175 days ago · corroborated by 2 filings
“Our US based GaN fabrication partner is GlobalFoundries.”— NVTS 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Supplied by ←
Powerchip Semiconductor Manufacturing
Filed 2025-08-04 · 382 days ago
“Announced partnership with Powerchip for manufacturing best-in-class 200mm (8”) 180nm GaN to support plans for higher levels of integration, with expected lower costs and greater capacity, including to support our roadmap and growth goals for AI data centers.”— NVTS 8-K, filed 2025-08-04 EDGAR · View source filing ↗
Partners & collaborations
Filed 2026-02-27 · 175 days ago
“in November 2025, we announced a long-term strategic partnership with GlobalFoundries to develop and deliver advanced GaN solutions for critical applications in high power markets”— NVTS 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Filed 2026-02-24 · 178 days ago
“Forged strategic partnership with Cyient Semiconductors to co-develop GaN products and build a local ecosystem in India, aiming to accelerate adoption and capitalize on industrial electrification under the "Make in India" initiative.”— NVTS 8-K, filed 2026-02-24 EDGAR · View source filing ↗
Partners with ↔
NVIDIA
Filed 2026-07-27 · 25 days ago
“Deepened collaboration with NVIDIA MGX Ecosystem, accelerating 800V DC rack architectures for next-gen AI DC’s”— NVTS 8-K, filed 2026-07-27 EDGAR · View source filing ↗
Partners with ↔
Magnachip Semiconductor
Filed 2026-07-27 · 25 days ago
“Strategic partnership with Magnachip licensing SiC technology to expand market access beyond Navitas focus markets”— NVTS 8-K, filed 2026-07-27 EDGAR · View source filing ↗
Partners with ↔
Infineon
Filed 2026-02-27 · 175 days ago
“we entered into a broad patent cross-license with Infineon Technologies AG.”— NVTS 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Partners with ↔
Powerchip Semiconductor Manufacturing
Filed 2026-02-27 · 175 days ago
“expanding our collaboration with Powerchip Semiconductor Manufacturing Corporation”— NVTS 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Partners with ↔
WT Microelectronics
Filed 2026-02-24 · 178 days ago
“Consolidated Asian distribution channel and forged strategic and global distribution partnership with WT Microelectronics and Avnet to accelerate GaN and high-voltage SiC adoption in AI data centers, high-performance computing and additional target end markets globally.”— NVTS 8-K, filed 2026-02-24 EDGAR · View source filing ↗
Partners with ↔
Avnet
Filed 2026-02-24 · 178 days ago
“Consolidated Asian distribution channel and forged strategic and global distribution partnership with WT Microelectronics and Avnet to accelerate GaN and high-voltage SiC adoption in AI data centers, high-performance computing and additional target end markets globally.”— NVTS 8-K, filed 2026-02-24 EDGAR · View source filing ↗
Competitors
Competes with ↔
Infineon
Filed 2026-02-27 · 175 days ago
“Our primary GaN competitors include Infineon Technologies AG, Power Integrations, Inc., Texas Instruments Incorporated, Innoscience (Suzhou) Semiconductor Co., Ltd., Renesas Electronics Corp., and Efficient Power Conversion Corporation (EPC).”— NVTS 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
Power Integrations
Last confirmed 2026-02-27 · 175 days ago · corroborated by 2 filings
“Our primary GaN competitors include Infineon Technologies AG, Power Integrations, Inc., Texas Instruments Incorporated, Innoscience (Suzhou) Semiconductor Co., Ltd., Renesas Electronics Corp., and Efficient Power Conversion Corporation (EPC).”— NVTS 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
Texas Instruments
Filed 2026-02-27 · 175 days ago
“Our primary GaN competitors include Infineon Technologies AG, Power Integrations, Inc., Texas Instruments Incorporated, Innoscience (Suzhou) Semiconductor Co., Ltd., Renesas Electronics Corp., and Efficient Power Conversion Corporation (EPC).”— NVTS 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
Innoscience
Filed 2026-02-27 · 175 days ago
“Our primary GaN competitors include Infineon Technologies AG, Power Integrations, Inc., Texas Instruments Incorporated, Innoscience (Suzhou) Semiconductor Co., Ltd., Renesas Electronics Corp., and Efficient Power Conversion Corporation (EPC).”— NVTS 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
Renesas
Filed 2026-02-27 · 175 days ago
“Our primary GaN competitors include Infineon Technologies AG, Power Integrations, Inc., Texas Instruments Incorporated, Innoscience (Suzhou) Semiconductor Co., Ltd., Renesas Electronics Corp., and Efficient Power Conversion Corporation (EPC).”— NVTS 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
Efficient Power Conversion Epc
Filed 2026-02-27 · 175 days ago
“Our primary GaN competitors include Infineon Technologies AG, Power Integrations, Inc., Texas Instruments Incorporated, Innoscience (Suzhou) Semiconductor Co., Ltd., Renesas Electronics Corp., and Efficient Power Conversion Corporation (EPC).”— NVTS 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
Wolfspeed
Filed 2026-02-27 · 175 days ago
“Our primary SiC competitors include Infineon, Wolfspeed, Inc., ON Semiconductor Corporation, ROHM Co., Ltd., Qorvo, Inc., and STMicroelectronics International N.V.”— NVTS 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
onsemi
Filed 2026-02-27 · 175 days ago
“Our primary SiC competitors include Infineon, Wolfspeed, Inc., ON Semiconductor Corporation, ROHM Co., Ltd., Qorvo, Inc., and STMicroelectronics International N.V.”— NVTS 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
ROHM
Filed 2026-02-27 · 175 days ago
“Our primary SiC competitors include Infineon, Wolfspeed, Inc., ON Semiconductor Corporation, ROHM Co., Ltd., Qorvo, Inc., and STMicroelectronics International N.V.”— NVTS 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
Qorvo
Filed 2026-02-27 · 175 days ago
“Our primary SiC competitors include Infineon, Wolfspeed, Inc., ON Semiconductor Corporation, ROHM Co., Ltd., Qorvo, Inc., and STMicroelectronics International N.V.”— NVTS 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Competes with ↔
STMicroelectronics
Filed 2026-02-27 · 175 days ago
“Our primary SiC competitors include Infineon, Wolfspeed, Inc., ON Semiconductor Corporation, ROHM Co., Ltd., Qorvo, Inc., and STMicroelectronics International N.V.”— NVTS 10-K, filed 2026-02-27 EDGAR · View source filing ↗
Filed activity
Filings by Navitas itself, from our archive: US SEC earnings filings (Form 8-K Item 2.02 and Form 6-K results reports) since 2025-07-22, plus Taiwan Stock Exchange material announcements where covered. Not a complete filing history; subjects appear verbatim in their original language.
• Total revenue grew 22% sequentially with high-power markets growing more than 50% year-over-year and driving expanded gross margin • Revenue growth expected to accelerate in the third quarter, with the mid-point of guidance representing sequential growth of 28% coupled with further margin expansionShow more from the filing
• Strong backlog and demand support continued double-digit growth in the fourth quarter, contributing to anticipated achievement of mid-single-digit revenue growth for the full year, while simultaneously having substantially exited the mobile market and completing the Navitas 2.0 transition to a high-power company • Growth increasingly driven by AI Infrastructure markets, including AI Data Centers and Grid and Energy Infrastructure, which will represent more than one-third of total sales by year end and generate strong momentum into 2027 TORRANCE, Calif., July 27, 2026 – Navitas Semiconductor, (Nasdaq: NVTS), an industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced unaudited financial results for its second quarter 2026 ended June 30, 2026.
— Form 8-K · Items 2.02, 7.01, 9.01 · US SEC EDGAR · View source filing ↗
· Revenue grew 18% sequentially with expanded gross margin, driven by increased contribution from high-power markets, including AI Data Centers, Grid and Energy Infrastructure, Performance Computing and Industrial Electrification · High-power markets represented a large majority of total revenue, growing approximately 35% year-over-yearShow more from the filing
· Appointed Tonya Stevens as CFO to lead financial strategy and drive achievement of key targets, including profitable growth, scaling of high-power business and operational excellence · Anticipates continued sequential growth in the second quarter and throughout remainder of 2026, driven by high-power markets TORRANCE, Calif., May 5, 2026 – Navitas Semiconductor, (Nasdaq: NVTS), an industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced unaudited financial results for its first quarter 2026 ended March 31, 2026.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
2026-02-24Earnings releaseNavitas Semiconductor Announces Fourth Quarter and Full Year 2025 Financial Results
• Accelerating strategic pivot to Navitas 2.0 with focus on GaN and high-voltage SiC solutions targeting high growth, high-power markets (AI Data Centers, Grid and Energy Infrastructure, Performance Computing and Industrial Electrification) totaling $3.5 billion serviceable available market (SAM) in 2030Show more from the filing
• High-power markets represented majority of quarterly revenue for the first time in the Company’s history with mobile declining to less than 25% • Anticipates a return to top-line sequential growth beginning in the first quarter and throughout 2026 driven by high-power markets TORRANCE, Calif., Feb. 24, 2026 – Navitas Semiconductor, (Nasdaq: NVTS), an industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced unaudited financial results for its fourth quarter and full year 2025 ended December 31, 2025. “We closed out the year with a productive fourth quarter, as we continued to accelerate our pivot to Navitas 2.0 and align the entire organization’s focus on addressing high-power markets with our industry-leading GaN and high-voltage SiC solutions,” said Chris Allexandre, President and CEO of Navitas.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
• Delivered revenue of $14.5 million • Announcing increased focus on AI data centers and energy infrastructure built on strategic partnerships with ecosystem leaders, $100 million capital raise, and a new lower-cost manufacturing partner TORRANCE, Calif., August 04, 2025 — Navitas Semiconductor (Nasdaq: NVTS), the only pure-play, next-generation power semiconductor company and industry leader inShow more from the filing
gallium nitride (GaN) power ICs and silicon carbide (SiC) technology, today announced unaudited financial results for the second quarter ended June 30, 2025. “ Despite industry-wide headwinds, I am pleased with our teams’ Q2 performance, ” said Gene Sheridan, CEO and co-founder. “ We are sharpening our focus on AI data centers and energy infrastructure, built on our collaboration with NVIDIA and other leaders in the sector. We raised $100 million in additional capital through the sale of approximately 20 million common shares and announced a new 8”, lower cost GaN foundry relationship for expanded capacity, both of which support our plans to address this fast growing market.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗