ENTITY · navitas
Navitas SemiconductorNVTS
United States·power·challenger·$5.8B mkt cap
Fabless GaN and SiC power IC designer.
CLEAR · 0–39
34/100 illustrative
Underwriting Thesis
CLEAR — Navitas Semiconductor: concentrated foreign-origin supply compounded by sanctions exposure in its immediate supply path in power. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration60
Sole-Source Dependence19
Sanctions Exposure45
Downstream Criticality0
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 1
- TSMCTaiwanCHOKEPOINT
Key Customers · downstream · 0
No mapped downstream customers.