Watch for adoption announcements from data center OEMs or hyperscalers referencing this reference design, which would signal volume orders. The OCP Event in mid-October 2026 is the next catalyst for visibility.
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Executive Summary
Navitas Semiconductor and Microchip Technology announced a joint 800V DC-to-6V DC reference design for AI data center rack power, combining Navitas' GaNFast GaN FETs with Microchip's dsPIC33AK digital controllers and security ICs. The design targets 96% peak efficiency at 1 MHz switching frequency and aligns with the OCP 800V DC standard, aiming to accelerate adoption of higher-voltage rack architectures in AI infrastructure. This is a design-win collaboration with no disclosed revenue or volume commitments, making it a modest positive for Navitas' positioning in the AI data center market.
Key Facts
- Navitas and Microchip collaborated on an 800V DC-to-6V DC reference design for AI data center rack power.
- The design uses 16 × NV6034, 650 V, 17 mΩ GaNFast FETs in a stacked half-bridge topology.
- Targets 96% peak efficiency at full load with 1 MHz switching frequency and power density of 2,100 W/in³.
- The solution will be showcased at Microchip's OCP Event, October 12–15, 2026, in San Jose, California.
- No financial terms, volume commitments, or revenue projections were disclosed.
Financial Impact
No financial terms disclosed; the collaboration is a design win with potential to drive future GaN sales in AI data center power, but near-term revenue impact is unquantifiable.
Risk Factors
- No committed orders or revenue disclosed; the design win may not translate into material sales.
- Competition from SiC and other GaN vendors in the data center power market.
- Execution risk in transitioning from reference design to production-scale deployment.
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3374545 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 13, 2026 14d ago | Press Release | $9.36 | awaiting T+60 | — | $9.35 (−0.05%) |
Oct 6, 2026 21d ago | 8-K | $11.30 | awaiting T+60 | — | $9.35 (−17.26%) |
Oct 5, 2026 22d ago | Press Release | $12.34 | awaiting T+60 | — | $9.35 (−24.23%) |
Sep 28, 2026 29d ago | Press Release | $11.73 | awaiting T+60 | — | $9.35 (−20.29%) |
Sep 21, 2026 5w ago | 8-K | $12.16 | awaiting T+60 | — | $9.35 (−23.11%) |
Sep 17, 2026 5w ago | EFFECT | $11.14 | awaiting T+60 | — | $9.35 (−16.07%) |
Aug 25, 2026 9w ago | 8-K | $12.44 | awaiting T+60 | — | $9.35 (−24.84%) |
Aug 24, 2026 9w ago | Press Release | $12.44 | awaiting T+60 | — | $9.35 (−24.84%) |
Jul 27, 2026 13w ago | Press Release | $10.01 $9.16 | ▼ −8.49% | ▼ −12.84% | $9.35 (−6.59%) |
Jul 27, 2026 13w ago | 8-K | $10.01 $9.16 | ▼ −8.49% | ▼ −12.84% | $9.35 (−6.59%) |
US Market Status
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