Navitas Semiconductor Corporation · NASDAQ:NVTS

Navitas Semiconductor — Investor Presentation (March 2026)

13 slides from Navitas Semiconductor's investor presentation, March 2026

  1. Slide 1: Navitas Semiconductor Investor Update

    Navitas Semiconductor Investor Update March 2026 Proprietary - Navitas Semiconductor - All Rights Reserved

  2. Slide 2: Notice

    Notice Cautionary Statement Regarding Forward-Looking Statements This investor presentation includes “forward-looking statements” within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements are attempts to predict or indicate future events or tren

  3. Slide 3: Strategic Shift towards High-Power GaN and SiC markets

    Strategic Shift towards High-Power GaN and SiC markets Navitas 1.0 Navitas 2.0 Product and technology Sustainable growth from High Power markets driven by AI catalyst innovation 2025+ 2014-2024 Market Focus – High Power Markets - High Growth, Higher Value High-power markets: AI data centers, energy

  4. Slide 4: Target Markets and Growth Opportunities

    Target Markets and Growth Opportunities AI Datacenters Grid & Energy Infra. Performance Computing Industrial Electrification GaN / SiC SiC GaNGaN / SiC GaN / SiC 2030 SAM $1.4-2.5 B $1-1.8 B $0.4 B $0.7 B CAGR 2025-30 66% - 87% 63% - 82% 110% 40% Growth AC/DC PSU, 800V High reliability, efficiency a

  5. Slide 5: Focused on High-Power Markets with GaN and High Voltage SiC

    Focused on High-Power Markets with GaN and High Voltage SiC Included in SAM Included in TAM Excluded from TAM Current Products Future Products Area Categories Material Gallium Nitride (GaN) Silicon Carbide (SiC) Silicon Voltage1 Gallium Nitride (GaN) LV MV HV UHV (< 100V) (100V - 650V) (650V - 1200V

  6. Slide 6: Total SAM Growing at 60-75% CAGR to $3.5 – $5.4B in 2030

    Total SAM Growing at 60-75% CAGR to $3.5 – $5.4B in 2030 Navitas SAM By product category By market segment GaN HV/ UHV SiC CAGR 60% - 75% CAGR 2025-30 Base High $M 5,350 Performance Computing 110% 110% Industrial Electrification 40% 40% 2,450 3,500 Energy & Grid Infra. 63% 82% 2,455 1,700 1,761 1,10

  7. Slide 7: GaN: SAM Growing 70-85% CAGR to ~$1.8 – 2.9B in 2030

    GaN: SAM Growing 70-85% CAGR to ~$1.8 – 2.9B in 2030 GaN power devices TAM, $M Navitas SAM (GaN only), $M Key growth drivers CAGR 45-55% SAM excludes: AI Datacenters • All EV on-board electronics 3,600 – 4,700 Datacenter HVDC power conversion and • Mobile & Other markets 50 delivery, energy storage

  8. Slide 8: SiC: SAM Growing 53-65% CAGR to ~$1.7 – 2.5B in 2030

    SiC: SAM Growing 53-65% CAGR to ~$1.7 – 2.5B in 2030; ~4x Faster than TAM SiC power devices TAM, $M Navitas SAM, $M CAGR 13-14% Key growth drivers SAM excludes: AI Datacenters 10,450 – 11,200 • All EV on-board electronics • All low voltage SiC (i.e., below 750V) High voltage AC/DC, DC/DC 5,700 11% c

  9. Slide 9: AI Datacenters: Architectural Shift to Multi-MW Racks

    AI Datacenters: Architectural Shift to Multi-MW Racks Wideband Navitas anchor products / capabilities Energy Typical Gap content Today: Centralized AC with rack level AC-DC conversion efficiency power tree per MW AC AC AC DC DC DC Utility Grid Transformer UPS, PDU… AC-DC PSU IBC Conversion VRM GPU 9

  10. Slide 10: Energy & Grid Infrastructure: SSTs Offer Performance Improvement

    Energy & Grid Infrastructure: SSTs Offer Performance Improvement Conventional Medium Frequency Figures of merit Transformer Isolation Transformer Volumetric power density 0.2kW / L 25kW / L 125x Gravimetric power density 0.5kW / Kg 25kW / Kg 50x Operating frequency 60Hz 100KHz 1600+x Efficiency < 95

  11. Slide 11: AI Data Centers / Energy & Grid Infrastructure: Content Estimates

    AI Data Centers / Energy & Grid Infrastructure: Content Estimates GaN + SiC GaN SiC Comments Estimate factoring ASP trend, redundancy and Total $ content number of devices per system. Using same per MW ~ $25K - $35K ~ $10K - $15K ~ $15K - $20K assumption as the base SAM (moderate penetration of AI D

  12. Slide 12: Summary Investment Highlights

    Summary Investment Highlights Proven Leadership in Strategic Well Positioned Next-Gen Power Transformation to to Execute with Strong Semiconductors High-Value Markets Balance Sheet Portfolio, technology moats and Focused investment in Q4 2025 cash balance of expertise in both GaN and SiC higher powe

  13. Slide 13: Proprietary - Navitas Semiconductor - All Rights Reserved

    Proprietary - Navitas Semiconductor - All Rights Reserved

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