Navitas Semiconductor (NVTS) Stock Jumps 25% on Nvidia MGX Collaboration

TLDR

• Navitas Semiconductor stock jumped 25% after announcing collaboration with NVIDIA’s MGX Ecosystem
• The company showcased an 800V-to-6V DC-DC power delivery board at COMPUTEX 2026 in Taipei
• The board uses GaNFast technology, targeting 97.5% peak efficiency at 1 MHz switching frequency
• The product is roughly 20% thinner than a mobile phone and enables 2,100 W/in³ power density
• NVTS is up 262% year-to-date, with a current market cap of $6.04 billion

Navitas Semiconductor (NVTS) jumped as much as 25% on Wednesday after the company announced its collaboration with NVIDIA’s MGX Ecosystem to advance 800 VDC AI infrastructure.

Navitas Semiconductor Corporation, NVTS

The stock was trading up roughly 19% by mid-session, with year-to-date gains now sitting at 262%.

Navitas participated in NVIDIA’s Partner Ceremony on May 29th at the Taipei Nangang Exhibition Center, joining ecosystem partners focused on next-generation AI data centers built around 800 VDC rack architectures.

The big showcase came at COMPUTEX 2026, running June 2nd through 5th in Taipei, where Navitas displayed its 800V-to-6V DC-DC power delivery board at NVIDIA’s AI Factory MGX Ecosystem Showcase.

The board cuts out the traditional 48V intermediate bus converter stage inside compute server trays — a design choice that opens the door to denser, more efficient server builds.

What the Board Actually Does

The power delivery board packs 16 GaNFast FETs rated at 650V, 11 mOhms. It targets 97.5% peak efficiency, runs at a 1 MHz switching frequency, and achieves a power density of 2,100 W/in³.

For context on the size: the board is roughly 20% thinner than a mobile phone. That’s a meaningful form factor win in environments where rack space and heat management are constant headaches.

Beyond GaN, Navitas also brings silicon carbide to the table. Its GeneSiC SiC solutions cover solid-state transformers using 2300V and 3300V SiC power modules, along with high-power three-phase power supply units driven by Generation 5 1200V SiC MOSFETs.

NVTS By the Numbers

Average daily trading volume sits at around 30.3 million. Market cap as of Wednesday stands at $6.04 billion.

Technical sentiment is rated a Buy, and the YTD performance of 262% makes NVTS one of the stronger-performing semiconductor names in 2026.

The COMPUTEX showcase runs through June 5th, keeping Navitas in the spotlight for the remainder of the week.

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