The Motley Fool
27 Jun 2026, 12:12 UTC · 3h ago
Intel vs. Navitas: Which Semiconductor Stock Is a Better Buy in 2026?
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
27 Jun 2026, 12:12 UTC · 3h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Intel reported a net loss of $267 million and negative free cash flow of $4.9 billion for FY 2025. — Significant cash burn and net losses during a high-capex pivot indicate high execution risk and financial strain.
-0.60Navitas Semiconductor's FY 2025 revenue declined by 44.9% to $45.9 million, with a net loss of $117 million. — A massive revenue drop for a growth-stage company suggests struggling product adoption or market headwinds.
-0.50Navitas faces a supply chain risk due to TSMC's scheduled exit from gallium nitride (GaN) production in 2027. — The loss of a primary manufacturing partner for a specialized material could severely disrupt production capacity.
-0.40Continue reading
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Navitas is partnering with Nvidia to develop power architectures for AI data centers. — Association with the AI leader provides a potential growth catalyst and validation for their technology.
Intel is pivoting to an IDM 2.0 strategy to act as a foundry for other chip designers. — While capital intensive, successful diversification into the foundry market would reduce reliance on its own chip sales.
+0.20Which stocks this story touches
Reports a net loss, negative free cash flow, and faces intense competition and manufacturing risks.
Identified as an intense competitor capturing market share from Intel.
Experienced a significant revenue decline and high net losses despite strategic partnerships.
Positioned as a technological leader that Intel risks falling behind.
Mentioned as a partner for Navitas in developing power architectures for AI data centers.
Mentioned as a strategic manufacturing partner supporting Navitas.
Mentioned as an established incumbent that Navitas must compete against.
[mutual] Intel faces intense competition from Advanced Micro Devices in the personal computer and server markets.
[a_to_b] Navitas maintains strategic manufacturing agreements with GlobalFoundries to support its production needs.
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MarketBeat
2h ago
Finbold
2h ago
[mutual] Intel risks falling behind Taiwan Semiconductor Manufacturing Company in manufacturing technology.
[mutual] Navitas Semiconductor is forming key partnerships with Nvidia to develop power architectures for AI data centers.
[mutual] Navitas must win contracts against established incumbents like Infineon Technologies.
