Movement Alert|Navitas Semiconductor Falls 5.14% in After-Hours Trading, Profit-Taking Emerges After 20%+ Intraday Surge on NVIDIA Partnership

Market Focus06-04

On June 3, Navitas Semiconductor fell 5.14% in after-hours trading, trading at $29.34/share, with trading volume of approximately $11.35 million. The stock had surged over 20% during regular trading before profit-taking pressure surfaced in the after-hours session.

On the news front, Navitas Semiconductor announced a collaboration with the NVIDIA MGX ecosystem to jointly advance 800V DC artificial intelligence infrastructure. As a leading gallium nitride power semiconductor company, Navitas was named to NVIDIA's next-generation 800V DC power architecture official partner list, securing a significant endorsement for entry into future AI data center power infrastructure. The 800V architecture is considered a critical upgrade to support next-generation AI accelerator power density requirements, with GB200/GB300 rack-level power consumption exceeding 120kW.

Despite the strong fundamental catalyst, the stock's rapid intraday appreciation of over 20% triggered immediate profit-taking in extended trading. The stock had previously declined due to director share sales exceeding 3.72 million shares, widening quarterly losses, and a planned offering of up to $125 million in Class A common stock.

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