NVTS jumped 21% on April 16 after Navitas Semiconductor appointed Gregory Fischer (former Broadcom SVP) to its board of directors.
Navitas makes GaN power semiconductors with up to 98.5% conversion efficiency vs 94~96% for silicon. NVIDIA's next-gen "Kyber" 800V HVDC AI factory architecture requires exactly what GaN delivers. NVTS is the only pure-play GaN fabless with an official NVIDIA partnership. Commercial rollout targeted for 2027.
The investment math: ~42x PSR, $7.3M Q4 2025 revenue (down 59% YoY), analyst consensus target $6.68 vs current $12.22. Insiders sold 19 times in 6 months, zero purchases.
For Korean investors: HD Hyundai Electric, Hyosung Heavy, LS Electric are already generating profits from the same AI power demand wave, with combined 2026 consensus OP exceeding 3 trillion KRW.
For full analysis in Korean: Snakestock
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