

GaN Power Semiconductors for AI Data Centers: Navitas Semiconductor and Wise Integration Partner to Advance High-Efficiency Power Conversion
electronicsmedia.infoNavitas filed a motion to dismiss Wolfspeed’s patent complaint
Navitas filed a motion to dismiss Wolfspeed’s patent complaint on 28 August 2026 in the U.S. District Court for Delaware. This is the first substantive defensive filing in the case. The docket shows both the motion and Navitas’s opening brief were filed that afternoon; Wolfspeed’s response is due 11 September 2026 under the local rules.
Intel looking to break
Looks like we are buckling up for a nice jump
NVTS Grid Infrastructure
NVTS just launched a new isolated package for their high-voltage SiC chips.
Not the sexiest headline on paper, but this is exactly the kind of tech that matters if grid infrastructure, battery storage, renewables and AI power demand keep scaling.
Everyone talks about GPUs, but someone has to move and manage all that power efficiently. Could be a massive market if Navitas can turn this into real design wins.
Navitas launches isolated package for high-voltage SiC MOSFETs
investing.comNavitas Collaborates with NVIDIA MGX™ Ecosystem to Accelerate 800 VDC AI Infrastructure
stocktitan.netNavitas upside potential with Broadcom Senior Vice President Gregory Fischer
I know this is old news but Navitas bringing former Broadcom Senior Vice President Gregory Fischer onto the Board feels like a pretty big move to me. You don’t get people like that involved unless there’s a serious plan behind the scenes, and with his contacts and experience in the chip space, it could open doors with some much bigger players. We’ve seen how hard AI-related stocks can move when the big boys do deals. Not saying anything is guaranteed, and yes the company has a lot of work to do to become profitable however it only takes one deal to double the stock price overnight.
Intel returns to Formula One as McLaren’s Official Compute Partner
investing.comJupnet
Will we be getting jupnet in 2026? Also is the team still going to give $jup more utility in the ecosystem?
Cant deny all these stocks are on a tear at the moment while NVIDIA is hovering. I know it takes a lot more to move NVIDIA stock. People are making massive gains on AMD, intel and semi stocks, I think its a matter of time until the profits start flowing back into NVIDIA