Navitas — 供應鏈與商業關係
下方的每一段關係都源自公開公司申報文件中的逐字引用，點名了交易對手，並附有一鍵連結至原始文件。
點擊公司開啟其地圖 · 拖曳探索 · 游標懸停連線可閱讀來源引文。綠＝供應 · 橘虛線＝競爭 · 藍＝合作 · 紫＝持股 · 灰虛線＝暫停 · 如何閱讀這些資料。
3 家供應商8 家合作夥伴11 家競爭對手5 份來源申報文件
收錄於供應鏈主題地圖：寬能隙功率元件（GaN 與 SiC）
供應商（供應其產品或服務的公司）
供應來自 ←
TSMC
最近確認於 2026-07-27 · 35 天前 · 經 2 份申報文件佐證
“Secured TSMC buffer inventory for customers through 2029+ to ensure smooth foundry transition and prepare for AI ramp”— NVTS 8-K，申報於 2026-07-27 EDGAR · 查看原始申報文件 ↗Navitas 表示已為客戶取得 TSMC 至 2029 年以後之緩衝庫存，以因應晶圓代工轉換及 AI 業務成長。（以原文為準）
供應來自 ←
GlobalFoundries
最近確認於 2026-02-27 · 185 天前 · 經 2 份申報文件佐證
“Our US based GaN fabrication partner is GlobalFoundries.”— NVTS 10-K，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗GlobalFoundries 是 Navitas 在美國的 GaN 晶圓代工合作夥伴。（以原文為準）
申報於 2025-08-04 · 392 天前
“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，申報於 2025-08-04 EDGAR · 查看原始申報文件 ↗Navitas 宣布與 Powerchip Semiconductor Manufacturing 合作，製造最佳化的 200mm (8”) 180nm GaN，以支援更高整合度的計畫。（以原文為準）
合作夥伴與協作
申報於 2026-02-27 · 185 天前
“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，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗Navitas 與 GlobalFoundries 宣布建立長期策略合作夥伴關係，共同開發先進 GaN 解決方案。（以原文為準）
申報於 2026-02-24 · 188 天前
“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，申報於 2026-02-24 EDGAR · 查看原始申報文件 ↗Navitas 與 Cyient Semiconductors 建立策略夥伴關係，共同開發 GaN 產品並在印度建立在地生態系統。（以原文為準）
合作夥伴 ↔
NVIDIA
申報於 2026-07-27 · 35 天前
“Deepened collaboration with NVIDIA MGX Ecosystem, accelerating 800V DC rack architectures for next-gen AI DC’s”— NVTS 8-K，申報於 2026-07-27 EDGAR · 查看原始申報文件 ↗Navitas 與 NVIDIA 深化在 MGX 生態系的合作，加速開發用於下一代 AI 資料中心的 800V 直流機架架構。（以原文為準）
合作夥伴 ↔
Magnachip Semiconductor
申報於 2026-07-27 · 35 天前
“Strategic partnership with Magnachip licensing SiC technology to expand market access beyond Navitas focus markets”— NVTS 8-K，申報於 2026-07-27 EDGAR · 查看原始申報文件 ↗Navitas 與 Magnachip Semiconductor 為策略合作夥伴，進行 SiC 技術授權以擴展市場。（以原文為準）
合作夥伴 ↔
Infineon
申報於 2026-02-27 · 185 天前
“we entered into a broad patent cross-license with Infineon Technologies AG.”— NVTS 10-K，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗Navitas 與 Infineon 簽訂了廣泛的專利交叉授權協議。（以原文為準）
申報於 2026-02-27 · 185 天前
“expanding our collaboration with Powerchip Semiconductor Manufacturing Corporation”— NVTS 10-K，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗Navitas 正在擴大與 Powerchip Semiconductor Manufacturing 的合作。（以原文為準）
合作夥伴 ↔
WT Microelectronics
申報於 2026-02-24 · 188 天前
“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，申報於 2026-02-24 EDGAR · 查看原始申報文件 ↗Navitas 與 WT Microelectronics 建立策略性全球經銷合作關係。（以原文為準）
合作夥伴 ↔
Avnet
申報於 2026-02-24 · 188 天前
“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，申報於 2026-02-24 EDGAR · 查看原始申報文件 ↗Navitas 整合亞洲經銷通路，並與 WT Microelectronics 及 Avnet 建立策略性全球經銷合作夥伴關係，以加速 GaN 及高壓 SiC 在 AI 資料中心、高效能運算及其他全球目標市場的採用。（以原文為準）
競爭對手
相互競爭 ↔
Infineon
申報於 2026-02-27 · 185 天前
“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，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗Navitas 的主要 GaN 競爭對手包括 Infineon 等公司。（以原文為準）
相互競爭 ↔
Power Integrations
最近確認於 2026-02-27 · 185 天前 · 經 2 份申報文件佐證
“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，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗Navitas 將 Power Integrations 列為其主要的 GaN 競爭對手之一。（以原文為準）
相互競爭 ↔
Texas Instruments
申報於 2026-02-27 · 185 天前
“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，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗Navitas 將 Texas Instruments 列為其主要的 GaN 競爭對手之一。（以原文為準）
相互競爭 ↔
Innoscience
申報於 2026-02-27 · 185 天前
“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，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗Navitas 將 Innoscience 列為其主要的 GaN 競爭對手之一。（以原文為準）
相互競爭 ↔
Renesas
申報於 2026-02-27 · 185 天前
“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，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗Renesas 是 Navitas 在 GaN 領域的主要競爭者之一。（以原文為準）
申報於 2026-02-27 · 185 天前
“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，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗Navitas 之主要 GaN 競爭對手包括 Efficient Power Conversion Epc。（以原文為準）
相互競爭 ↔
Wolfspeed
申報於 2026-02-27 · 185 天前
“Our primary SiC competitors include Infineon, Wolfspeed, Inc., ON Semiconductor Corporation, ROHM Co., Ltd., Qorvo, Inc., and STMicroelectronics International N.V.”— NVTS 10-K，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗Wolfspeed, Inc. 是 Navitas 在 SiC 領域的主要競爭對手之一。（以原文為準）
相互競爭 ↔
onsemi
申報於 2026-02-27 · 185 天前
“Our primary SiC competitors include Infineon, Wolfspeed, Inc., ON Semiconductor Corporation, ROHM Co., Ltd., Qorvo, Inc., and STMicroelectronics International N.V.”— NVTS 10-K，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗Navitas 的主要 SiC 競爭對手包括 onsemi。（以原文為準）
相互競爭 ↔
ROHM
申報於 2026-02-27 · 185 天前
“Our primary SiC competitors include Infineon, Wolfspeed, Inc., ON Semiconductor Corporation, ROHM Co., Ltd., Qorvo, Inc., and STMicroelectronics International N.V.”— NVTS 10-K，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗Navitas 在 SiC 領域的主要競爭者包括 ROHM。（以原文為準）
相互競爭 ↔
Qorvo
申報於 2026-02-27 · 185 天前
“Our primary SiC competitors include Infineon, Wolfspeed, Inc., ON Semiconductor Corporation, ROHM Co., Ltd., Qorvo, Inc., and STMicroelectronics International N.V.”— NVTS 10-K，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗Qorvo 是 Navitas 在 SiC 領域的主要競爭者之一。（以原文為準）
相互競爭 ↔
STMicroelectronics
申報於 2026-02-27 · 185 天前
“Our primary SiC competitors include Infineon, Wolfspeed, Inc., ON Semiconductor Corporation, ROHM Co., Ltd., Qorvo, Inc., and STMicroelectronics International N.V.”— NVTS 10-K，申報於 2026-02-27 EDGAR · 查看原始申報文件 ↗STMicroelectronics 是 Navitas 在 SiC 領域的主要競爭對手之一。（以原文為準）
公司公告
Navitas 自身的申報／公告，取自本站檔案：美國 SEC 財報申報（8-K Item 2.02 與 6-K 業績報告）自 2025-07-22 起，另含涵蓋範圍內的台灣證券交易所重大訊息。並非完整申報歷史；主旨一律以原文原樣呈現。
• 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 expansion（申報原文節錄，以原文為準）顯示更多原文
• 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 · 項目 2.02, 7.01, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
· 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-year（申報原文節錄，以原文為準）顯示更多原文
· 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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
• 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 2030（申報原文節錄，以原文為準）顯示更多原文
• 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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
• 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 in（申報原文節錄，以原文為準）顯示更多原文
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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗