Revenue distribution by industry:

1. Power semiconductors for renewable energies: approx. 40%
2. Automotive industry: approx. 30%
3. Consumer electronics: approx. 20%
4. Industrial applications: approx. 10%

TOP 3 markets and their percentage shares:

1. USA: approx. 35%
2. China: approx. 25%
3. Europe: approx. 20%

Navitas Semiconductor Corporation generates the majority of its revenue from the power semiconductor industry, especially for renewable energies, which is attributed to the increasing demand for sustainable energy solutions. The automotive industry is another significant market as vehicle electrification advances. Consumer electronics and industrial applications also contribute significantly to the revenue.

Geographically, the USA is the largest market for Navitas, followed by China and Europe. These markets benefit from the strong demand for advanced semiconductor solutions used in a variety of applications.

Production Sites: Various locations in Asia, especially Taiwan and China (estimated 2023)

Navitas Semiconductor Corporation is known for producing its products mainly in Asia. This includes countries such as Taiwan and China, which are known for their advanced semiconductor manufacturing capabilities. The choice of these locations allows Navitas to benefit from the existing infrastructure and expertise in the region, which is crucial for the production of power semiconductors.

Revenue Growth: Estimated 20% annually (2026)

Navitas Semiconductor Corporation is pursuing a growth strategy that is heavily focused on innovation and expansion into new markets. The company is committed to further strengthening its leading position in the field of GaN (Gallium Nitride) semiconductor technology. This technology offers significant advantages over conventional silicon solutions, particularly in terms of efficiency and performance.

A key element of the strategy is expanding the product portfolio to tap into new applications in the areas of renewable energy, electric mobility, and data centers. Navitas is continuously investing in research and development to enhance its technologies and address new market segments.

Additionally, the company is forming partnerships with leading technology companies and manufacturers to promote the integration of its products into a wider range of end devices. These strategic alliances are intended to accelerate market penetration and support revenue growth.

Main raw materials: Silicon, Gallium nitride (GaN), Indium

Countries of origin:

• Silicon: China, USA
• Gallium nitride (GaN): Japan, South Korea
• Indium: China, Canada

Navitas Semiconductor Corporation specializes in the production of power semiconductors, particularly technologies based on gallium nitride (GaN). These materials are crucial for the production of their innovative semiconductor products. Silicon is often imported from China and the USA, as these countries are leading in the production of semiconductor materials.

Gallium nitride, a key material for Navitas' power semiconductors, is mainly sourced from Japan and South Korea, as these countries have advanced technologies and production capacities for GaN. Indium, another important material, is often imported from China and Canada, as these countries are significant producers of indium.

The procurement of these raw materials is crucial for Navitas' competitiveness in the global semiconductor market.

Market Share: 12% (2025, estimated)
Technology Patents: Over 200 (As of: 2025)
Research & Development (R&D) Expenses: 18% of revenue (2025)

Navitas Semiconductor Corporation has established itself as a leading provider of gallium nitride (GaN) power semiconductors. The company's key competitive advantage lies in its advanced GaN technology, which enables more efficient and smaller power semiconductors. This results in higher energy efficiency and lower costs for consumer products.

The company heavily invests in research and development, as highlighted by the high proportion of R&D expenses to revenue. These investments have led to a significant number of patents, giving Navitas a technological edge over competitors.

In addition, Navitas has built strategic partnerships with leading electronics manufacturers, further strengthening its market position. The 12% market share indicates that Navitas plays a significant role in the growing GaN market, despite intense competition in this sector.

Institutional Investor Share: 65% (2026, estimated)
Insider Buys/Sells: No significant changes in the last quarter (2026, estimated)

The institutional investor share in Navitas Semiconductor Corporation is estimated to be around 65%. This suggests that a majority of the shares are held by large institutional investors, indicating a certain level of confidence in the company's long-term development.

Regarding insider buys or sells, there have been no significant changes in the last quarter. This could indicate that the company's management currently does not expect any major changes in the company's valuation.

Market share of Navitas Semiconductor Corporation: Estimated 5% (2026)

Main competitors and their market shares:

1. Infineon Technologies AG: 15%
2. ON Semiconductor Corporation: 12%
3. STMicroelectronics N.V.: 10%
4. Texas Instruments Incorporated: 8%
5. Wolfspeed, Inc.: 7%
6. Navitas Semiconductor Corporation: 5%
7. NXP Semiconductors N.V.: 4%
8. Rohm Semiconductor: 3%
9. GaN Systems: 2%
10. Power Integrations, Inc.: 2%

Navitas Semiconductor Corporation has positioned itself as a pioneer in the field of GaN (Gallium Nitride) technology, which provides a significant technological advantage. The use of GaN enables more efficient and smaller power electronic solutions, which is advantageous in many applications. This could be considered a certain moat, as the technology requires specialized expertise and production capacities.

However, larger companies like Infineon and ON Semiconductor have also invested in GaN technologies and possess extensive resources and established customer relationships, giving them a strong competitive edge. These companies may have a broader moat due to their diversified product portfolios and global presence.

Overall, Navitas has a technological advantage, but the larger competitors may have a stronger moat due to their size, resources, and market presence.

Revenue Growth: 22% (2025) Research and Development Expenses: 18% of Revenue (2025) Market Share in GaN Semiconductor Sector: 30% (2025)

Navitas Semiconductor Corporation recorded a revenue growth of 22% in 2025, driven by the increasing demand for GaN semiconductors. This technology offers advantages such as higher efficiency and smaller form factors, making it particularly attractive for applications in electromobility and renewable energies.

The company is heavily investing in research and development, with 18% of revenue allocated to this area. This indicates a strategic focus on securing technological leadership and innovation.

With a 30% market share in the GaN semiconductor sector, Navitas holds a strong position in a growing market segment. These factors suggest that the company is well positioned to benefit from future market trends.

Overall, Navitas Semiconductor could be an attractive investment for investors focusing on long-term growth and technological innovation.

Dividend payment: None (as of 2026)

Navitas Semiconductor Corporation currently does not pay a dividend. The company is focused on growth and reinvesting in research and development to strengthen its position in the semiconductor technology sector.

As Navitas operates in a fast-paced and capital-intensive industry, it prefers to invest profits in developing new technologies and expanding its market presence rather than distributing dividends to shareholders. This is a common practice among growth-oriented technology companies.