This Under-the-Radar Semiconductor Stock Is Beating Nvidia and Broadcom in 2026 - Yahoo Finance

In 2026, despite a recent tech sell-off, several semiconductor stocks have shown strong performance. Among them, Navitas Semiconductor (NASDAQ: NVTS) has outperformed major players like NVIDIA and Bro... Read original →

Navitas’ single-stage 800V-to-6V DC-DC converter is triggering a power architecture reset across AI data centers. By leveraging GaN to achieve 98% efficiency and 40%+ footprint reduction, it forces upstream foundries to scale GaN-on-Si capacity and compels server OEMs to redesign motherboard power delivery. The 92x sales multiple prices in an AI power inflection point—but export controls on critical equipment could inflate packaging costs in Taiwan, China and Southeast Asia. Broadcom may counter with PowerSoC acquisitions, while NVIDIA could embed efficiency thresholds into its GB200 NVL72 certification. Within 18 months, as per-rack AI power exceeds 15kW, high-efficiency converters will shift from optional to mandatory. Without locking in hyperscaler design wins, Navitas’ premium valuation becomes unsustainable.