Navitas Semiconductor says pivot to high-power markets is largely complete
During a Citi 2026 Global TMT Conference appearance, Navitas Semiconductor said its pivot from mobile, low-end consumer focus to high-power applications is largely complete. The company described a go-to-market shift from mobile markets focused on China and ODM/OEM to high-power end markets including AI data centers, grid infrastructure, high-performance compute, and industrial electrification, targeting hyperscalers and xPU companies as well as ODM/OEM.