Navitas Semiconductor → NVIDIA

As of 2026-09-05, Navitas Semiconductor is a tracked supplier of NVIDIA. Navitas Semiconductor is a challenger in Analog, Power, RF (headquartered in United States); NVIDIA is a leader in Design (Fabless) (headquartered in United States). Navitas Semiconductor has 1 tracked customer; NVIDIA has 104 tracked suppliers.

Data as of 2026-09-05 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here

Why this edge matters

Navitas Semiconductor (challenger in Analog, Power, RF) is a tracked supplier of NVIDIA (leader in Design (Fabless)). Fabless GaN and SiC power IC designer. Dominant AI accelerator and GPU designer; also networking via Mellanox line. The edge is one of 104 tracked suppliers of NVIDIA and one of 1 tracked customer of Navitas Semiconductor.

Source: derived from both company records and the counted edges.

Concentration / risk note

Navitas Semiconductor has only 1 tracked customer in this dataset. Demand-side concentration is high.

Basis: few customers. Omitted on edges where the graph does not back a concentration claim.

The two companies

Navitas Semiconductor (supplier)

Fabless GaN and SiC power IC designer.

NVIDIA (customer)

Dominant AI accelerator and GPU designer; also networking via Mellanox line.

Other tracked suppliers of NVIDIA

Cite as: wafergraph, “Navitas Semiconductor → NVIDIA — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/navitas/nvidia/ (data as of 2026-09-05).

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