Why Navitas Semiconductor (NVTS) Is the Next Big Thing in Chips with CEO Gene Sheridan

by | Dec 3, 2021

Navitas Semiconductor (NVTS) is the semiconductor leader in gallium nitride (“GaN”) semiconductors that is aiming to replace legacy silicon chips for power applications. GaN is touted as a more sustainable, efficient, and reliable technology vs. silicon.

Veteran semi executive and Navitas Founder & CEO Gene Sheridan joins the Know Who Drives Return Podcast to discuss the future of GaN and future prospects for Navitas (NVTS), who recently went public via SPAC (Live Oak II). NVTS has been an early De-SPAC darling with the stock performing quite well in the $19s as of this writing.

GaN is already in many of your phone and tablet chargers, and is targeting several different industry verticals with its technology. Will GaN be successful in replacing silicon for power applications?

Boardroom Alpha’s SPAC Service
For ongoing tracking, analytics, and data on SPACs checkout Boardroom Alpha’s SPAC Data and Analytics service.

Recent Analysis

Daily SPAC Update – March 20, 2026

Another Quantum DeSPAC as DMY becomes Horizon Quantum. Inflection Point III Increases PIPE. UY Scuti Moves Vote Again. Blue Water IV IPOs for $125 Million.

Daily SPAC Update – March 19, 2026

SPAC IPOs Slow as BHAV Acquisition’s IPO Makes it Only 6 for March. Integrated Wellness Extension and Voyager + Veraxa Biotech Deal Approved. Quartzsea Deal Terminated.

Daily SPAC Update – March 18, 2026

DMY Squared’s Quantum Deal Approved. Winvest Acquisition Extension Approved. Pelican Deal Vote Delayed. Alphatime Sets Extension Vote. Cayson Goes to Vote.

Daily SPAC Update – March 17, 2026

Harry You’s DMY Squared Deal Vote with Horizon Quantum Today. Pelican Acquisition Deal Vote. Abra and GNQ Insilico Deals Announced. Merlin DeSPAC.

Subscribe to Boardroom Alpha Newsletters

Subscribe to Boardroom Alpha's research to receive the latest on governance, SPACs, and people.

Disclaimer

The opinions and information contained herein have been obtained or derived from sources believed to be reliable, but Boardroom Alpha cannot guarantee its accuracy and completeness, and that of the opinions based thereon. 

This report contains opinions and is provided for informational purposes only – it does not constitute investment, legal or tax advice. You should not rely solely upon the research herein for purposes of transacting securities or other investments, and you are encouraged to conduct your own research and due diligence, and to seek the advice of a qualified securities professional before you make any investment.  

None of the information contained in this report constitutes, or is intended to constitute a recommendation by Boardroom Alpha of any particular security or trading strategy or a determination by BA that any security or trading strategy is suitable for any specific person. To the extent any of the information contained herein may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person.  

No representation or warranty, expressed or implied, is made on behalf of Boardroom Alpha as to the accuracy or completeness of the information contained herein. Boardroom Alpha does not accept any liability for any direct, indirect or consequential loss or damage suffered by any person as a result of relying on all or any part of this research and any liability is expressly disclaimed.