NuAxiSemiconductor trade intelligence

Navitas completes acquisition of Claros, extending AI infrastructure power delivery portfolio from grid to xPU

What happened

Navitas Semiconductor completed the acquisition of Claros Inc to expand its AI infrastructure power delivery portfolio. Claros specializes in integrated voltage regulator (IVR) technology for next-generation AI data centers. Watch: This merger strengthens Navitas' position in the AI power management market, potentially influencing future supply dynamics.

Impact and signal

Medium impactImpact score: 45/100

Affected components and suppliers

GaN Power ICPower Management IC

Navitas SemiconductorClaros Inc

M&AAI PowerGaNSiC

Source and time

Source: Semiconductor Today · 10/7/2026 · View original source

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Navitas completes acquisition of Claros, extending AI infrastructure power delivery portfolio from grid to xPU

What happened

Impact and signal

Affected components and suppliers

Source and time

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