Navitas Semiconductor Corp. introduced a new line of 3300 V and 2300 V ultra‑high‑voltage silicon‑carbide (SiC) devices that build on its fourth‑generation GeneSiC platform and a proprietary trench‑assisted planar (TAP) architecture designed to reduce voltage stress and enhance reliability.
The new devices are available in power‑module, discrete, and known‑good‑die (KGD) formats. Module options include half‑bridge and full‑bridge configurations housed in the SiCPAK™ G+ package, which features epoxy‑resin potting, an AlN DBC substrate, and press‑fit pins that double the current‑carrying capacity per pin. Discrete MOSFETs are offered in TO‑247 and TO‑263‑7 packages, giving designers flexibility for grid and energy‑infrastructure applications.
Navitas also unveiled the AEC‑Plus reliability benchmark, an industry‑first that extends beyond the existing AEC‑Q101 and JEDEC standards. AEC‑Plus incorporates multi‑lot testing, advanced KGD screening, and rigorous hot‑temperature and thermal‑shock tests, positioning the UHV SiC line as a robust solution for solid‑state transformers, utility‑scale battery storage, and renewable‑energy power conversion.
The launch aligns with Navitas’ “Navitas 2.0” strategy, which shifts the company from lower‑margin consumer and mobile markets toward high‑power segments such as AI data centers, energy infrastructure, and industrial electrification. The company’s Q3 2025 revenue fell 53% year‑over‑year to $10.1 million, and its Q4 2025 revenue guidance of $6.75 million to $7.25 million is well below analyst expectations, reflecting the near‑term impact of the strategic pivot. Despite the revenue decline, Navitas maintains a strong cash position and is investing heavily in high‑margin SiC and GaN technologies.
Chris Allexandre, President and CEO, said the new 3300 V and 2300 V line “positions Navitas to capitalize on the growing demand for efficient, reliable power solutions in AI data centers, renewable‑energy systems, and utility‑scale storage.” Paul Wheeler, VP & GM of the SiC Business Unit, added that the product portfolio “will enable customers to push the boundaries of efficiency and reliability in solid‑state transformers and other mission‑critical applications.”
Analysts have issued mixed ratings on Navitas, reflecting uncertainty around the company’s near‑term revenue trajectory but acknowledging the long‑term upside of its high‑power portfolio. Investors remain cautious, but the strategic focus on high‑margin markets and the partnership with NVIDIA for 800 V DC architecture signal a clear path toward future growth.
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