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Navitas Semiconductor (NVTS) is positioning itself in the high-power markets associated with AI data centers. In Q3 2025, it reported its role in NVIDIA’s 800-volt AI factory ecosystem, focusing on GaN and SiC chip technologies. The company expects gradual growth through 2026, with significant opportunities projected for 2027 as new AI power designs gain traction.
Advanced Micro Devices (AMD) reported record Data Center revenues of $4.3 billion in Q3 2025, a 22% increase year-over-year largely due to its EPYC server processors. However, AMD faces challenges like an 8% decline in its embedded segment and an expected drop in gaming revenues, which could limit its growth. The company anticipates full-year 2025 earnings at $3.96 per share, down by 5 cents over the past month.
Year-to-date, Navitas shares have risen 133.1%, while AMD shares have increased by 79%. Despite Navitas’s higher forward sales multiple of 44.59X compared to AMD’s 7.94X, its inclusion in NVIDIA’s ecosystem and improving financial outlook justify this valuation.
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