Navitas Semiconductor Q4 Revenues at $7.3M Led by AI and Energy Infrastructure
Navitas Semiconductor’s Q4 revenue fell to $7.3M as AI and energy infrastructure solutions comprised over 50% of sales while mobile revenues dropped below 25%. The company raised $95.6M, holds $236.9M cash, and expects Q1 revenue of $8–8.5M while advancing 650V GaN and 3300V SiC production.
1. Q4 Financial Performance
Navitas Semiconductor reported Q4 2025 revenue of $7.3 million, marking a year-over-year decline. High-power applications for AI data centers and energy infrastructure accounted for the majority of sales, while mobile-related revenue fell below 25%.
2. Strategic Pivot and Product Roadmap
Under the ‘Navitas 2.0’ strategy, the company is prioritizing gallium nitride (GaN) and silicon carbide (SiC) solutions for high-growth markets. It is currently sampling 650V GaN devices for AI servers and 3300V SiC modules for power grid applications, with a long-term manufacturing pact to scale U.S. GaN output by late 2026.
3. Capital Raise, Cash Position, and Outlook
Navitas secured $95.6 million via private placement, ending 2025 with $236.9 million in cash to fund expansion. Management forecasts Q1 2026 revenue of $8.0–8.5 million and views AI-driven demand in 800V data centers as the primary growth catalyst.