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“Navitas offers the highest voltage SiC (2.3–6.5kV) targeting SST applications.”
@pequityresearch
Navitas holds the highest-voltage SiC range and a best-in-class 10kW all-GaN platform, making it the pure-play beneficiary of AI data center power conversion demand at the grid and rack level.
NVTSLONG@ $17.54
$10.95-37.61%
since call Jun 27
“Infineon stands out as a clear leader here, boasting the broadest portfolio and acting as the leading 1.2–3.3kV SiC MOSFET supplier, qualified by Nvidia for 800”
@pequityresearch
Infineon is the only AI power semiconductor supplier dominant across all three voltage conversion stages, with Nvidia qualification and direct supply to all major GPU makers.
IFNNYLONG@ $91.19
$72.56-20.43%
since call Jun 27
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