It does sound pretty good indeed. My question is: has any larger player or supplier of one bought or licensed their tech? If Navitas can name or, better, be confirmed as a supplier or IP licensor by at least one reasonably well-known company out there, Navitas' share value would jump. Until then, it's really more a toss of the dice.
Really appreciate the deep dive into the techncal side. The efficiency gains from GaN are intresting but I keep wondering if Navitas can actually scale up producton to meet demand from hyperscale data centers. The NVIDIA partnership seems promising but margins on power solutions are historically tough. What do you think about their ability to maintain pricing power as more competitors enter the GaN space?
What made you change your mind on $MPWR? You claimed they have no moat and 3 engineers could do what they do.
It does sound pretty good indeed. My question is: has any larger player or supplier of one bought or licensed their tech? If Navitas can name or, better, be confirmed as a supplier or IP licensor by at least one reasonably well-known company out there, Navitas' share value would jump. Until then, it's really more a toss of the dice.
Really appreciate the deep dive into the techncal side. The efficiency gains from GaN are intresting but I keep wondering if Navitas can actually scale up producton to meet demand from hyperscale data centers. The NVIDIA partnership seems promising but margins on power solutions are historically tough. What do you think about their ability to maintain pricing power as more competitors enter the GaN space?