Navitas vs Wolfspeed
Navitas and Wolfspeed are both placed on 3 of the same AI data center parts in this catalog, spanning layers 4, 7. Navitas appears on 3 parts in total and Wolfspeed on 4.
At a glance
| Navitas | Wolfspeed | |
|---|---|---|
| Ownership | public | public |
| Headquarters | not on file | Durham, United States |
| Primary listing | NVTS | WOLF |
| Market cap | 2.2B USD | 1.2B USD |
| Parts placed | 3 | 4 |
| Layers covered | 2 | 2 |
| Units / subsidiaries | 0 | 0 |
| Seen in machines | 1 | 1 |
Market caps are a nightly snapshot in each listing's own currency, never converted.
What the shared parts are
- GaN and SiC — Gallium-nitride and silicon-carbide power semiconductors used inside VRMs and power stages to switch at higher frequency and efficiency than silicon at the currents modern GPU boards need.
- GaN and SiC inside — Wide-bandgap gallium-nitride and silicon-carbide power devices used inside the power shelf's AC-DC and DC-DC conversion stages for higher efficiency and power density than silicon.
- 800 V DC architecture & solid-state transformers — An emerging DC power distribution architecture, using 800 V DC in place of the AC busbar and power-shelf approach current racks use, paired with solid-state transformers (SSTs) that could replace multiple stages of conventional AC transformation.
The 3 parts both make
| Part | Navitas | Wolfspeed |
|---|---|---|
| GaN and SiC Layer 4 — Servers, racks & integration | manufacturer inferred | manufacturer inferred |
| GaN and SiC inside Layer 4 — Servers, racks & integration | manufacturer inferred | manufacturer inferred |
| 800 V DC architecture & solid-state transformers Layer 7 — Electrical: power distribution (grid to rack) | manufacturer inferred | manufacturer inferred |
Only Navitas
Every part Navitas is placed on is shared with the other company.
Only Wolfspeed
- IGBT and SiC modules layer 7
Named in the same machines
- Nvidia GB300 NVL72 rack teardown
Questions
- Do Navitas and Wolfspeed compete?
- In this catalog they are both placed on 3 of the same parts, across 2 layers: GaN and SiC, GaN and SiC inside, 800 V DC architecture & solid-state transformers. Sharing a part does not mean selling the same product to the same buyer, so read each row's product note.
- Which has more placements, Navitas or Wolfspeed?
- Navitas has 3 placements and Wolfspeed has 4. Placement counts reflect how thoroughly each company has been catalogued as well as its real breadth, so they are not a ranking.
Generated from the catalog's part-to-company table. Each placement is tagged disclosed, reported or inferred; see sources & method. Neither company is endorsed or ranked here.