Navitas Semiconductor (NVTS)
Published 2026-02-05 โข by defiweekly
Thesis Summary
Detailed Deep Dive
* NVTS: This is a more smaller play but showcases what is possible. Navitas creates power transformers based on GaN (Gallium Nitride) and SiC (Silicon Carbide) that allows you to step down large currents to ones needed by individual components. This is critical since the newer generation of GPUs etc are drawing increasingly more power.