Okay, so Navitas Semiconductor (NVTS +3.86%) closed Monday at $10.49. Up. Good. That’s…a thing. They make these power chips – GaN and SiC, for those of us who didn’t major in alphabet soup – and apparently, the market is finally realizing that AI data centers don’t run on hopes and dreams. They need power. Like, a lot of it. And Navitas is trying to be the one to deliver. It’s like being the catering company for a particularly demanding rock star. High stakes, lots of wattage.
Trading volume hit 44.8 million shares, which, let’s be honest, is a lot of shares. About 105% above their three-month average. It’s like everyone suddenly remembered they owned stock in a company that makes tiny, crucial components. They went public in 2021, which, in tech years, is practically the Mesozoic Era, and are down 18% since then. Still, progress, people. Progress.
How the Markets Did Today (or, My Attempts at Staying Awake)
The S&P 500 (^GSPC +1.01%) added 1.01% to finish Monday at 6,699.38. The Nasdaq Composite (^IXIC +1.22%) rose 1.22% to close at 22,374. Basically, everything’s up, which is nice. It’s like the market collectively decided to have a good day. Wolfspeed (WOLF +9.82%) closed at $18.34 (up 9.82%) and ON Semiconductor (ON +2.21%) finished at $59.88 (up 2.27%). They’re all in the same club, these chip guys. It’s a very exclusive, slightly nerdy club.
What This Means for Investors (and My Sanity)
Look, the demand for AI infrastructure is exploding. It’s not just about GPUs anymore. It’s about everything that keeps those GPUs from melting into a silicon puddle. That includes power semiconductors. Silicon carbide, specifically. It can handle more heat, more voltage, and, crucially, it’s more efficient. Think of it as the high-performance engine in a Tesla. Except, you know, microscopic. And for data centers. Hyper-scale operators are realizing they need to manage all this power, and they need to do it efficiently. It’s a whole thing.
Navitas’s latest GeneSiC MOSFET launch is their attempt to get in on this action. They’re targeting AI data centers and energy infrastructure, where efficiency is king. The question is, can they actually translate these new chips into commercial adoption? The power semiconductor market is getting crowded. It’s a bit like trying to find a parking space at a Taylor Swift concert. Possible, but challenging. Investors will be watching closely. I’ll be watching closely. And probably drinking more coffee.
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2026-03-17 00:42