Navitas Semiconductor closes acquisition of Claros
NVTS•Navitas Semiconductor completed its acquisition of Claros, adding integrated voltage regulator technology for next-generation AI data centers. Navitas expects the deal to lift its identified 2030 serviceable addressable market above $8 billion, including at least $3.5 billion from VPD and IVR markets.
1. AI power offering
The acquisition adds Claros’ integrated voltage regulator technology to Navitas’ AI power offering, extending it from grid-level conversion to the final power-delivery stage at the xPU. Claros’ platform supports vertical or embedded power-delivery designs targeting higher efficiency, faster transient response and greater power density.
2. Market opportunity
Navitas expects its identified 2030 serviceable addressable market to exceed $8 billion. The forecast includes at least $3.5 billion from VPD and IVR markets, in addition to existing GaN and high-voltage SiC opportunities.
