NVTS · Navitas Semiconductor CorporationNavitas Semiconductor Corporation

NVIDIA's push to 800V DC infrastructure benefits NVTS due to its exposure to SiC/GaN ICs for 800V DCs.

Investing in American companies like AMSC and NVTS is bullish due to national security and supply chain reshoring themes, supported by government and NVDA involvement.

介绍800V HVDC相关公司的财务数据及积压订单情况，涵盖了SiC、GaN、功率半导体和电源基础设施领域的关键公司。