Navitas Semiconductor (NVTS) has a very specific supply-chain disclosure: the company says its only GaN wafer supplier will cease GaN production. The rest of the map is broader, with customers such as Amazon and partners including GlobalFoundries, but the wafer relationship is singular.
Navitas disclosed the supplier relationship in its Feb. 27, 2026 filing:
"On July 1, 2025, the Company announced that its sole supplier of gallium nitride (“GaN”) wafers, Taiwan Semiconductor Manufacturing Company Limited (“TSMC”), will cease GaN production in July 2027."
(Navitas Semiconductor (NVTS), SEC filing, Feb. 27, 2026)
In plain English, TSMC (TSM) is not one name among several in this particular part of Navitas's manufacturing chain. It is the sole disclosed source of GaN wafers, with production scheduled to stop in July 2027. The filing does not say what replaces it.
Navitas also names a US-based manufacturing partner:
"Our US based GaN fabrication partner is GlobalFoundries."
(Navitas Semiconductor (NVTS), SEC filing, Feb. 27, 2026)
That gives the map a second manufacturing name, but not a second disclosed GaN wafer supplier. GlobalFoundries (GFS) is identified as a fabrication partner, while TSMC is identified as the sole wafer supplier. Semiconductor supply chains do enjoy making one noun do a lot of work.
On the customer side, Navitas says its GaN power IC platform is already shipping in mass production to tier-1 companies, including Amazon (AMZN):
"We consider ourselves to be a pioneer in the GaN market with a proprietary, proven GaN power IC platform that is shipping in mass production to tier-1 companies including Samsung, Dell, Lenovo, LG, Xiaomi, OPPO, Amazon, vivo and Motorola."
(Navitas Semiconductor (NVTS), SEC filing, Nov. 3, 2025)
The disclosure establishes Amazon as one named mass-production customer, alongside a long list of consumer-electronics and computing companies. It does not provide customer-by-customer sales figures in the supplied filing language.
NVIDIA (NVDA) appears in a different category. Navitas calls it a collaboration, then immediately limits what that means:
"Although our collaboration with Nvidia does not involve any binding commitments by Nvidia or any customer, and there is no guarantee that we will achieve any revenues as a result, our stock price and the trading volume of our common stock nevertheless…"
(Navitas Semiconductor (NVTS), SEC filing, Nov. 3, 2025)
So NVIDIA is disclosed as a collaborator, not a contracted customer in this sentence. The company also says it faces named competition in both GaN and silicon carbide. Its GaN list includes Infineon Technologies (IFNNY), Power Integrations (POWI), and Texas Instruments (TXN). Its SiC list includes Wolfspeed (WOLF), ON Semiconductor (ON), and Qorvo (QRVO), among others.
There is one more outside description of the relationship web. Soluna Holdings (SLNH) calls Navitas both a partner and an investee in its Nov. 14, 2025 filing. That is a notable label, but the supplied facts do not provide the underlying sentence or quantify the investment.
The disclosed map, then, is not evenly distributed. Navitas names many customers and competitors, two partners, and one sole GaN wafer supplier. The most concrete manufacturing relationship comes with a date attached: July 2027.
These are relationships disclosed in SEC filings, mapped by jodie's analytics. This is not investment advice.