Navitas Semiconductor (NVTS) Investor presentation summary

Strategic transformation and market focus

• Shifted focus to high-power GaN and SiC markets, targeting AI data centers, performance computing, energy/grid infrastructure, and industrial electrification.

• Leveraging over a decade of technology leadership and innovation in GaN, GaN ICs, and high-voltage SiC.

• Streamlined operations and partnerships with scalable U.S. foundries and advanced packaging partners.

• One of few suppliers offering a full spectrum of SiC and GaN products for evolving power architectures.

• Prioritizing investments in scalable, high-value programs for consistent growth.

Market opportunities and growth projections

• High-power market segments include AI datacenters, performance computing, grid/energy infrastructure, and industrial electrification.

• 2030 serviceable available market (SAM) projected at $3.5–$5.4B, growing at a 60–75% CAGR from 2025.

• AI datacenters SAM expected to reach $1.4–2.5B with 66–87% CAGR; performance computing at $0.4B with 110% CAGR.

• Energy and grid infrastructure SAM projected at $1–1.8B (63–82% CAGR); industrial electrification at $0.7B (40% CAGR).

• Growth driven by increased adoption of GaN and SiC in high-power applications.

Product and technology leadership

• GaN SAM forecasted to grow 70–85% CAGR to $1.8–2.9B by 2030, driven by datacenters, computing, grid, and industrial markets.

• SiC SAM expected to grow 53–65% CAGR to $1.7–2.5B by 2030, outpacing overall SiC TAM growth.

• GaN and SiC products address high-voltage, high-efficiency needs in datacenters, grid, and industrial electrification.

• Excludes low-power consumer, mobile, and EV on-board electronics from SAM focus.

• Technology partnerships and advanced packaging enhance product offerings.