๐ข ๐๐จ๐ฆ๐ง ๐๐ก: $Navitas Semiconductor(NVTS.US) Navitas Closes Claros Acquisition, Expanding 2030 AI Power Market Opportunity Above $8 Billion
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐ก๐ฎ๐๐ถ๐๐ฎ๐ ๐ฆ๐ฒ๐บ๐ถ๐ฐ๐ผ๐ป๐ฑ๐๐ฐ๐๐ผ๐ฟ completes its acquisition of ๐๐น๐ฎ๐ฟ๐ผ๐.โค Claros develops integrated voltage regulator technology for ๐๐ ๐ฑ๐ฎ๐๐ฎ ๐ฐ๐ฒ๐ป๐๐ฒ๐ฟ๐.โค Acquisition more than doubles Navitas' identified 2030 SAM above $๐ด ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป.โค ๐ฉ๐ฃ๐ and ๐๐ฉ๐ฅ markets add at least $๐ฏ.๐ฑ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป in SAM.โค Navitas' GaN and high-voltage SiC SAM totals about $๐ฏ.๐ฑ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป.โค ๐๐๐๐ง technology represents an additional approximately $๐ญ ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป opportunity.โค Claros' ๐ฝ๐๐ฉ๐ฅ and ๐ฒ๐๐ฉ๐ฅ move power conversion closer to processors.โค Acquisition advances Navitas' ๐ด๐ฟ๐ถ๐ฑ-๐๐ผ-๐ ๐ฃ๐จ AI infrastructure strategy.โค Navitas will host an AI infrastructure webinar on ๐ข๐ฐ๐๐ผ๐ฏ๐ฒ๐ฟ ๐ฎ๐ฌ.๐ ๐ช๐ต๐ ๐ง๐ต๐ถ๐ ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:โค Significantly expands Navitas' addressable opportunity in ๐๐ ๐ฝ๐ผ๐๐ฒ๐ฟ infrastructure.โค Adds technology targeting power delivery closer to increasingly demanding ๐๐ ๐ฝ๐ฟ๐ผ๐ฐ๐ฒ๐๐๐ผ๐ฟ๐.โค Broadens Navitas beyond ๐๐ฎ๐ก and ๐ฆ๐ถ๐ into integrated voltage regulation.โค Strengthens its positioning across the entire ๐ด๐ฟ๐ถ๐ฑ-๐๐ผ-๐ ๐ฃ๐จ power architecture.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐:๐๐ต๐ฟ๐ถ๐ ๐๐น๐น๐ฒ๐ ๐ฎ๐ป๐ฑ๐ฟ๐ฒ, President and CEO of Navitas:"Closing this acquisition is a defining step in the Navitas 2.0 transformation and our strategy to power AI infrastructure from grid-to-xPU."
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