### @NVTS — Confirmed — from the annual report and the earnings call; the 2030 market figure is management's framing
Let me back up, okay? We're a pure-play power semiconductor company with two technologies — gallium nitride power ICs and high-voltage silicon carbide MOSFETs — and Navitas
- tier: Confirmed (✓)
- source: NVTS / Navitas 2.0: the whole company, pointed at high power
- receipt: https://ticker.thevixguy.com/p/p-day-20260813-nvts-src-nvts-navitas-2-pivot-rotation
- posted: 2026-08-13T20:12:46.773Z