Latest news with #Powerchip
Globe and Mail
4 days ago
- Business
- Globe and Mail
Could Navitas Semiconductor 10x By 2030?
Navitas Semiconductor (NASDAQ: NVTS) is emerging as a pure‑play powerhouse in gallium nitride chips, powering artificial intelligence (AI) data centers and electric vehicle (EV) systems. With Nvidia (NASDAQ: NVDA) and Powerchip deals lighting the fuse, could this under‑the‑radar stock skyrocket? I unpack the breakthrough tech, explosive partnerships, and market headwinds -- what every savvy investor needs to know now. *Stock prices used were the market prices of July 18, 2025. The video was published on July 26, 2025. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » Should you invest $1,000 in Nvidia right now? Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $636,628!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,063,471!* Now, it's worth noting Stock Advisor's total average return is 1,041% — a market-crushing outperformance compared to 183% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 Rick Orford has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
Yahoo
02-07-2025
- Business
- Yahoo
AI Chips Update - Navitas Expands GaN Technology Through Powerchip Partnership
Navitas Semiconductor has announced a strategic partnership with Powerchip Semiconductor Manufacturing Corporation (PSMC) to advance the production of 200mm GaN-on-silicon technology. This collaboration is aimed at enhancing the supply chain, driving innovation, and improving cost efficiency, which could accelerate the adoption of GaN in sectors including AI data centers, electric vehicles (EVs), and solar power. Powerchip's facilities in Taiwan will support the production and development of these semiconductors, which are known for their efficiency and performance improvements. This initiative aligns with Navitas' recent efforts to expand its influence in high-demand markets such as AI and renewable energy solutions. In other market news, was a notable mover up 10% and ending the day at CN¥17.80. In the meantime, lagged, down 27% to finish the session at CN¥323.79. NVIDIA's innovative Blackwell architecture is crucial for scaling in the AI market, offering a compelling growth opportunity amidst market challenges. Click here to explore the full narrative on NVIDIA's strategic positioning and potential. Don't miss our "Market Insights" article titled "A.I. Enters the 'Show Me The Money' Phase," where we examined the strategic transition in AI chip investments; read it now to stay ahead of these rapidly evolving opportunities. finished flat at, $159.40. ended the day at $153.30 down 3%, hovering around its 52-week high. Last week, the company held its AGM where several shareholder proposals, including changes to governance policies and reporting requirements, were not approved. closed at $136.11 down 4.1%. This week, AMD announced its Instinct MI355X GPUs will be used by Oracle to enhance cloud AI services. Click through to start exploring the rest of the 48 AI Chip Stocks including Analog Devices, United Microelectronics and OmniVision Integrated Circuits Group now. Searching for a Fresh Perspective? Explore 26 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Sources: Simply Wall St "Navitas Announces Plans for 200mm GaN Production with PSMC" from Navitas Semiconductor Corporation on GlobeNewswire (published 01 July 2025) Companies discussed in this article include SHSE:600438 NasdaqGS:QCOM NasdaqGS:NVDA NasdaqGS:AMD and SZSE:002371. This article was originally published by Simply Wall St. Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@
Business Upturn
01-07-2025
- Automotive
- Business Upturn
Navitas Announces Plans for 200mm GaN Production with PSMC
Next-phase strategy expected to strengthen supply chain, drive innovation, and improve cost efficiency—supporting GaN's ramp into AI data centers, EVs, solar, and home appliances. TORRANCE, Calif., July 01, 2025 (GLOBE NEWSWIRE) — Navitas Semiconductor (Nasdaq: NVTS), the industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced a strategic partnership with Powerchip Semiconductor Manufacturing Corporation (PSMC or Powerchip), to start production and continue development of best-in-class 200mm GaN-on-silicon technology. Navitas' GaN IC portfolio is expected to use Powerchip's 200mm in Fab 8B, located in Zhunan Science Park, Taiwan. The fab has been operational since 2019 and supports various high-volume manufacturing processes for GaN, ranging from micro-LEDs to RF GaN devices. Powerchip's capabilities include an improved 180nm CMOS process, offering smaller and more advanced geometries, which bring improvements in performance, power efficiency, integration, and cost. '200mm GaN-on-silicon production on a 180nm process node enables us to continue innovating higher power density, faster, and more efficient devices while simultaneously improving cost, scale, and manufacturing yields', said Dr. Sid Sundaresan, SVP of WBG Technology Platforms at Navitas. Powerchip is expected to manufacture Navitas' GaN portfolio with voltage ratings from 100V to 650V, supporting the growing demand for GaN for 48V infrastructure, including hyper-scale AI data centers and EVs. Qualification of initial devices is expected in Q4 2025. The 100V family is expected to start production first at Powerchip in 1H26, while the company expects 650V devices will transition from Navitas' existing supplier, TSMC, to Powerchip over the next 12-24 months. Navitas recently made several announcements in the AI data center, EV, and solar markets, including its collaboration with NVIDIA to support GaN and SiC technologies for 800V HVDC architectures for 1 MW IT racks and beyond. Enphase announced that its next-generation IQ9 would include Navitas' 650 V bi-directional GaNFast ICs, and Changan Automobile announced its first commercial GaN-based OBC (on-board charger) using Navitas' GaNSafe technology. 'We are proud to partner with Powerchip to advance high-volume 200 mm GaN-on-silicon production and look forward to driving continued innovation together in the years ahead', said Gene Sheridan, CEO and co-founder of Navitas. 'Through our partnership with Powerchip, we are well-positioned to drive sustained progress in product performance, technological evolution, and cost efficiency.' 'Powerchip has collaborated with Navitas on GaN-on-Si technology for years, and we're thrilled to announce that product qualification is nearly complete – bringing us to the verge of mass production', said Martin Chu, President at Powerchip. 'Building on this strong partnership, Powerchip is committed to expanding our cooperation and continuously supporting Navitas in exploring and growing the GaN market.' About Powerchip Semiconductor Manufacturing Corporation Powerchip Semiconductor Manufacturing Corporation (PSMC) is a Taiwanese semiconductor foundry that develops, manufactures, and distributes advanced memory components and other integrated circuits. Founded in 1994, PSMC operates multiple 12-inch and 8-inch wafer fabs, offering foundry services, design, manufacturing, and testing services. They are recognized for their expertise in developing and manufacturing a range of semiconductor products, including power integrated circuits, discrete components, and image sensors. About Navitas Navitas Semiconductor (Nasdaq: NVTS) is the only pure-play, next-generation power-semiconductor company, celebrating 10 years of power innovation, founded in 2014. GaNFast™ power ICs integrate gallium nitride (GaN) power and drive, with control, sensing, and protection to enable faster charging, higher power density, and greater energy savings. Complementary GeneSiC™ power devices are optimized high-power, high-voltage, and high-reliability silicon carbide (SiC) solutions. Focus markets include AI data centers, EV, solar, energy storage, home appliance / industrial, mobile, and consumer. Over 300 Navitas patents are issued or pending, with the industry's first and only 20-year GaNFast warranty. Navitas was the world's first semiconductor company to be CarbonNeutral®-certified. Navitas Semiconductor, GaNFast, GaNSense, GeneSiC, and the Navitas logo are trademarks or registered trademarks of Navitas Semiconductor Limited and affiliates. All other brands, product names, and marks are or may be trademarks or registered trademarks used to identify products or services of their respective owners. Forward-Looking Statements Statements and information in this press release that are not historical are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and are made pursuant to the 'safe harbor' provisions of such Act. Forward-looking statements may be identified by the use of words such as 'we expect' or 'are expected to be,' 'estimate,' 'plan,' 'project,' 'forecast,' 'intend,' 'anticipate,' 'believe,' 'seek,' or other similar expressions that predict or indicate future events or trends or that are not statements of historical matters. Forward-looking statements are provided for illustrative purposes only and are not intended to serve as, and must not be relied on by any investor as, a guarantee, an assurance, a prediction or a definitive statement of fact or probability. Actual events and circumstances are difficult or impossible to predict and will differ from assumptions and expectations. The risks, uncertainties, assumptions and other factors that could cause actual events or results to differ from the events or results predicted or implied by our forward-looking statement include those risk factors discussed in our filings with the SEC, including those disclosed under the caption 'Risk Factors' in our annual report on Form 10-K for the year ended December 31, 2024, our quarterly report on Form 10-Q for the quarter ended March 31, 2025 and subsequent quarterly reports. Navitas may elect to update these forward-looking statements at some point in the future, but specifically disclaims any obligation to do so. Contact InformationLlew Vaughan-Edmunds, Sr Director, Product Management & Marketing [email protected]
Economist
01-05-2025
- Business
- Economist
India's new chip fab rises from the dust
PART-HIDDEN by hoardings and overshadowed by cranes, the buildings that will host India's first commercial chip factory are slowly taking shape. The $11bn project is a partnership between Tata Group, one of India's biggest conglomerates, and Powerchip, a Taiwanese manufacturer of semiconductors. The site they have chosen is in Gujarat, home state of Narendra Modi, the prime minister. Local politicians insist the factory—one of the first tenants of a mostly vacant industrial park two and a half hours south of the state capital—will eventually sit surrounded by suppliers and competitors; the plan, they promise, is to raise a 'Semiconductor City' from the dirt. At a nearby visitor centre, an audio-visual show and a model town the size of a tennis court ram home that point.
Japan Times
10-02-2025
- Business
- Japan Times
Taiwan's legacy chip sector contemplates future as China eats into share
TAIPEI – When Taiwan's Powerchip Technology entered a deal with the eastern Chinese city of Hefei in 2015 to set up a new chip foundry, it hoped the move would help provide better access to the promising Chinese market. Nine years later, however, that Chinese foundry, Nexchip, has become one of its biggest rivals in the legacy chip space, leveraging steep discounts after Beijing's localization call forced Powerchip to give up the once-lucrative business making integrated circuits for Chinese flat panels. Nexchip is among Chinese foundries quickly winning market share in the crucial $56.3 billion industry of so-called legacy or mature node chips made on 28-nanometer technology and larger, a trend that prompted the administration of former U.S. President Joe Biden to initiate an investigation and is alarming Taiwanese industry.
