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Navitas Semiconductor launched a new ultra-high-voltage SiC power package, filed a $500 million（約800億円） at-the-market equity offering, and participated in Nvidia's AI Factory MGX showcase at COMPUTEX 2026. The company also saw director Dr. Ranbir Singh resign from the board effective June 9, 2026.
Why it matters
Navitas is positioning itself as a supplier of wide band-gap power chips for AI data centers and high-voltage energy infrastructure. The $500 million（約800億円） equity program directly ties the AI data-center opportunity to a history of shareholder dilution and continued operating losses (currently -$117.0 million（約190億円）), creating tension between design-win potential and financial risk for investors.
What to watch
Navitas' investment thesis depends on converting design wins into improving unit economics. Analyst projections range widely—the baseline scenario projects $121.8 million（約190億円） revenue by 2029 with $19.8 million（約32億円） earnings, while bullish analysts assume roughly 67% annual revenue growth and $32.4 million（約52億円） earnings by 2029. How the latest AI and dilution news reshapes these forecasts will be key.
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