Navitas completes acquisition of IVR specialist Claros

What happened

Reported on October 07, 2026, Navitas Semiconductor has completed its acquisition of Claros, a developer of integrated voltage regulators (IVR) for AI data centres. The deal adds the last stage of power conversion, closest to the processor, to Navitas' GaN and SiC portfolio. Claros' technology integrates power transistors, digital control, inductors and capacitors into a single IVR technology stack and is used in two product families, a packaged and an embedded IVR, designed for vertical and embedded power delivery architectures where power conversion takes place close to the processor; according to Navitas, this gives higher efficiency, faster transient response and greater power density. Combined with its gallium nitride and high-voltage silicon carbide technologies for 800 V DC architectures, Navitas says it can now cover the entire power chain from the grid to the processor. Navitas expects the acquisition to add at least USD 3.5 billion to its serviceable addressable market by 2030, bringing the total to more than USD 8 billion, including USD 3.5 billion for GaN and SiC and around USD 1 billion from new JFET technology (a forecast, not an achieved result).

Impact and signal

Affected components and suppliers

Source and time

Source: Evertiq · 10/7/2026 · View original source