{
  "url": "https://struct.news/briefs/navitas-has-one-gan-wafer-supplier-it-has-an-end-date",
  "title": "Navitas Has One GaN Wafer Supplier. It Has an End Date.",
  "summary": "Navitas Semiconductor's disclosed map runs from one GaN wafer supplier to mass-production customers, fabrication partners, and a crowded competitor set.",
  "published_at": "2026-08-17T23:50:05.180862+00:00",
  "publisher": "Struct",
  "usage": "Figures are as reported by the company. Quote with attribution to the source filing.",
  "company": {
    "name": "Navitas Semiconductor Corporation",
    "ticker": "NVTS",
    "cik": null,
    "sector": "Technology",
    "industry": null
  },
  "source_filing": null,
  "comparison_filing": null,
  "reported_figures": [
    {
      "group": "Navitas's disclosed relationship map",
      "label": "TSM",
      "value": "TSM",
      "display": "TSM",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-17"
      }
    },
    {
      "group": "Navitas's disclosed relationship map",
      "label": "AMZN",
      "value": "AMZN",
      "display": "AMZN",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-17"
      }
    },
    {
      "group": "Navitas's disclosed relationship map",
      "label": "GFS",
      "value": "GFS",
      "display": "GFS",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-17"
      }
    },
    {
      "group": "Navitas's disclosed relationship map",
      "label": "NVDA",
      "value": "NVDA",
      "display": "NVDA",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-17"
      }
    },
    {
      "group": "Navitas's disclosed relationship map",
      "label": "IFNNY",
      "value": "IFNNY",
      "display": "IFNNY",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-17"
      }
    },
    {
      "group": "Navitas's disclosed relationship map",
      "label": "POWI",
      "value": "POWI",
      "display": "POWI",
      "unit": "ticker",
      "period": null,
      "detail": null,
      "source": {
        "kind": "jodie_evidence",
        "label": "Named in SEC filings",
        "as_of": "2026-08-17"
      }
    }
  ],
  "watch_next": [
    {
      "type": "fx",
      "statement": "Power Integrations attributed lower gross margin partly to a less favorable dollar/yen exchange-rate effect on wafer costs.",
      "importance": "medium",
      "evidence": "less favorable impact of the dollar/yen exchange rate on our wafer costs",
      "source_date": "2026-08-06"
    },
    {
      "type": "product_pipeline",
      "statement": "R&D expense drivers were disclosed with large percentage increases in compute/infrastructure and engineering materials tied to new product introductions.",
      "importance": "medium",
      "evidence": "The increase in research and development expenses for the first quarter of fiscal year 2027 was primarily driven by a 112% increase in compute and infrastructure, a 31% increase in compensation and benefits, including stock-based compensation, reflecting employee growth and compensation increases, and a 204% increase in engineering development materials for new product introductions.",
      "source_date": "2026-05-20"
    },
    {
      "type": "customer_dependency",
      "statement": "Apple accounted for 50% of total revenue in fiscal 2026 (47% in 2025) through sales to multiple contract manufacturers.",
      "importance": "high",
      "evidence": "We provide products to our largest end customer, Apple Inc. (\"Apple\"), through sales to multiple contract manufacturers, which in the aggregate accounted for 50% and 47% of total revenue in fiscal years 2026 and 2025, respectively.",
      "source_date": "2026-05-08"
    },
    {
      "type": "demand",
      "statement": "$9.0 million decrease in power management revenue was attributed to lower demand from customers whose products were impacted by tariffs.",
      "importance": "medium",
      "evidence": "These revenue increases were partially offset by a $27.7 million decrease in revenue as a result of the sale of the SiC power device business in January 2025, as well as a $9.0 million decrease in revenue from our power management business due to lower demand from our customers whose products have been impacted by tariffs.",
      "source_date": "2026-05-08"
    }
  ],
  "related_tickers": [
    "AMZN",
    "GFS",
    "IFNNY",
    "NVDA",
    "NVTS",
    "ON",
    "POWI",
    "QRVO",
    "SLNH",
    "TSM",
    "TXN",
    "WOLF"
  ],
  "disclaimer": "Descriptive reporting of filed results. Not investment advice, and contains no forecast or recommendation."
}