NexWaver Semiconductor (NVTS.US) stock price skyrockets! Power device development makes progress to empower NVIDIA Corporation (NVDA.US) 800V power architecture.

Nanowatt Semiconductor (NVTS.US) announced progress in developing advanced 800-volt direct current (800 VDC) gallium nitride (GaN) and silicon carbide (SiC) power devices to support NVIDIA Corporation's latest release of the 800 high-voltage direct current (HVDC) architecture for the next generation artificial intelligence (AI) computing platform. Boosted by this news, Nanowatt Semiconductor's stock rose by 21.14% on Monday, and continued to rise by over 30% after hours. Data shows that Nanowatt Semiconductor's stock price has skyrocketed by over 350% in the past six months. On May 21st this year, the company announced a collaboration with NVIDIA Corporation to develop the next generation 800-volt high-voltage direct current (HVDC) architecture to power "Kyber" rack-level systems supporting GPUs, including Rubin Ultra. Nanowatt Semiconductor's gallium nitride and silicon carbide technologies will play a crucial role in this collaboration. The new power architecture aims to address power distribution challenges in AI factories, specifically designed data centers for large-scale artificial intelligence and high-performance computing loads. The traditional 54-volt power distribution within racks is no longer sufficient to meet the power density requirements of multi-megawatt cabinets. With a strong balance sheet boasting a current ratio of 8.23 and a debt-to-equity ratio of just 0.02, Nanowatt Semiconductor is in a favorable position to fund its technological advancements projects. According to the company's press release, this 800-volt direct current distribution system can directly convert from utility power to 800-volt direct current in data centers, eliminating multiple traditional conversion stages. This approach aims to maximize energy efficiency, reduce energy losses, and enhance system reliability. Nanowatt Semiconductor has introduced a new lineup of 100-volt GaN field-effect transistors (FETs) specifically designed for low-voltage DC-DC conversion stages on GPU power boards. These components are manufactured using a 200 mm GaN-on-Si process in collaboration with Power Chip. Additionally, Nanowatt Semiconductor also offers 650-volt GaN products and high-voltage SiC MOSFETs to support power conversion at different stages in data center infrastructure. Chris Allexandre, President and CEO of Nanowatt Semiconductor, stated, "As NVIDIA Corporation leads the transformation of AI infrastructure, we are proud to support this transition with advanced GaN and SiC power solutions, providing the efficiency, scalability, and reliability needed for the next generation data centers." The company positions its technology as supporting the full chain of power systems from the grid to GPUs in modern AI data centers, offering a comprehensive solution for high-voltage distribution and load-side conversion for advanced computing platforms, including NVIDIA Corporation's Rubin Ultra. Furthermore, Nanowatt Semiconductor announced a change in management with Chris Allexandre officially succeeding co-founder Gene Sheridan as President and CEO on September 1, 2025. In light of this, Rosenblatt maintains a "buy" rating on Nanowatt Semiconductor but has lowered the target price to $8.00, citing lower future guidance despite the company meeting quarterly performance expectations.