NuAxiSemiconductor trade intelligence
Navitas’ Q4 revenue up 68% year-on-year, boosted by acquisitions
What happened
Navitas reported Q4 revenue growth of 68% year-on-year, significantly boosted by recent acquisitions. This performance indicates strong market demand for its GaN and SiC power semiconductors, particularly in EV and renewable energy sectors. Watch: The rapid growth and strategic M&A signal potential for increased market share and pricing power, though the direct supply/demand impact is not quantified.
Impact and signal
Medium impactImpact score: 58/100
Affected components and suppliers
GaN Power ICsSiC Power Modules
Navitas Semiconductor
earningsacquisitiondemand-growth
Source and time
Source: Semiconductor Today · 2/24/2023 · View original source
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