# EDGAR Filing Document

**Accession Number:** 0001821769
**File Stem:** 0001821769-25-000217
**Filing Date:** 2025-11
**Character Count:** 12985
**Document Hash:** b3c5184c523f8bf8615d087936e8cfa1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001821769-25-000217.hdr.sgml**: 20251120

**ACCESSION NUMBER**: 0001821769-25-000217

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 14

**CONFORMED PERIOD OF REPORT**: 20251120

**ITEM INFORMATION**: Regulation FD Disclosure

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20251120

**DATE AS OF CHANGE**: 20251120

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Navitas Semiconductor Corp
- **CENTRAL INDEX KEY:** 0001821769
- **STANDARD INDUSTRIAL CLASSIFICATION:** SEMICONDUCTORS & RELATED DEVICES [3674]
- **ORGANIZATION NAME:** 04 Manufacturing
- **EIN:** 852560226
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-39755
- **FILM NUMBER:** 251501120

**BUSINESS ADDRESS:**
- **STREET 1:** 3520 CHALLENGER ST.
- **CITY:** TORRANCE
- **STATE:** CA
- **ZIP:** 90503
- **BUSINESS PHONE:** 844-654-2642

**MAIL ADDRESS:**
- **STREET 1:** 3520 CHALLENGER ST.
- **CITY:** TORRANCE
- **STATE:** CA
- **ZIP:** 90503

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Live Oak Acquisition Corp II
- **DATE OF NAME CHANGE:** 20200819

?xml version='1.0' encoding='ASCII'? nvts-20251120

**UNITED STATES**

**SECURITIES AND EXCHANGE COMMISSION**

**Washington, D.C. 20549**

**FORM 8-K**

**CURRENT REPORT**

**Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934**

**Date of Report (Date of earliest event reported): November 20, 2025**

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| |
|:---|
| ![Navitas Logo(R) (SELECT).jpg](nvts-20251120_g1.jpg) |
| **Navitas Semiconductor Corporation** |

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(Exact name of registrant as specified in its charter)

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| | | |
|:---|:---|:---|
| **Delaware** | **001-39755** | **85-2560226** |
| (State or other jurisdiction | (Commission File Number) | (IRS Employer Identification No.) |
| of incorporation) | | |

---

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| | | | |
|:---|:---|:---|:---|
| **3520 Challenger Street,** | **Torrance,** | **California** | **90503-1640** |
| (Address of principal executive offices) | (Address of principal executive offices) | (Address of principal executive offices) | (Zip Code) |

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Registrant's telephone number, including area code: **(844) 654-2642**

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligations of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

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| | | |
|:---|:---|:---|
| **Title of each class** | **Trading Symbol(s)** | **Name of each exchange on which registered** |
| **Class A Common Stock, <br>par value $0.0001 per share** | **NVTS** | **The Nasdaq Stock Market LLC** |

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Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

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**Item 7.01. Regulation FD Disclosure.**

On November 20, 2025, Navitas Semiconductor Corporation ("Navitas" or the "Company") and GlobalFoundries ("GF") jointly announced that Navitas and GF have entered into a long-term strategic partnership to strengthen and accelerate U.S.-based gallium nitride ("GaN") technology, design, and manufacturing. Under this partnership, the companies will collaborate to develop and deliver advanced GaN solutions for high-power applications requiring leading efficiency and power density, including AI datacenters, performance computing, energy and grid infrastructure, and industrial electrification.

The joint press release announcing the Company's collaboration with GlobalFoundries is included as Exhibit 99.1 to this report and incorporated in this Item 7.01 by reference.

The information in this report, including Exhibit 99.1, is being furnished pursuant to Item 7.01 of Form 8-K and shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section. The information in this Item 7.01 shall not be incorporated by reference into any filing under the Securities Act of 1933 or the Securities Exchange Act of 1934, except as expressly set forth by specific reference in such a filing.

**Forward-Looking Statements**

Statements and information in this report that are not historical are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and are made pursuant to the "safe harbor" provisions of such Act. Forward-looking statements may be identified by the use of words such as "we expect" or "are expected to be," "estimate," "plan," "project," "forecast," "intend," "anticipate," "believe," "seek," or other similar expressions that predict or indicate future events or trends or that are not statements of historical matters. Forward-looking statements are provided for illustrative purposes only and are not intended to serve as, and must not be relied on by any investor as, a guarantee, an assurance, a prediction or a definitive statement of fact or probability. Actual events and circumstances are difficult or impossible to predict and will differ from assumptions and expectations. The risks, uncertainties, assumptions and other factors that could cause actual events or results to differ from the events or results predicted or implied by our forward-looking statement include those risk factors discussed in our filings with the SEC, including those disclosed under the caption "Risk Factors" in our annual report on Form 10-K for the year ended December 31, 2024 and subsequent quarterly reports. Navitas may elect to update these forward-looking statements at some point in the future, but specifically disclaims any obligation to do so.

**Item 9.01. Financial Statements and Exhibits.**

*(d) Exhibits.*

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| | |
|:---|:---|
| **Exhibit Number** | **Description** |
| 99.1 | <u>[Press release dated November 20, 2025](exhibit991-prglobalfoundri.htm)</u> |
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document) |

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**SIGNATURES**

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

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| | | |
|:---|:---|:---|
| | **NAVITAS SEMICONDUCTOR CORPORATION** | **NAVITAS SEMICONDUCTOR CORPORATION** |
| Dated: November 20, 2025 |  |  |
|  | By: | /s/ Chris Allexandre |
|  |  | Chris Allexandre |
|  |  | President and Chief Executive Officer |

---

## Exhibit 99.1

**Exhibit 99.1**

**NEWS RELEASE – UNDER EMBARGO UNTIL NOVEMBER 20 at 8:30 AM ET**

**GlobalFoundries and Navitas Semiconductor Partner to Accelerate U.S. GaN Technology and** 

**Manufacturing for AI Datacenters and Critical Power Applications**

*New technology and foundry partnership expands U.S. capacity for advanced GaN technology, design and at-scale manufacturing to support a wide range of power management applications*

**MALTA, N.Y. and TORRANCE, C.A., November 20, 2025 –** GlobalFoundries (Nasdaq: GFS) (GF) and Navitas Semiconductor (Nasdaq: NVTS) today announced a long-term strategic partnership to strengthen and accelerate U.S.-based gallium nitride (GaN) technology, design and manufacturing. Together, the companies will collaborate, develop and deliver advanced solutions for critical applications in high power markets that demand the highest efficiency and power density, including AI datacenters, performance computing, energy and grid infrastructure and industrial electrification.

Navitas Semiconductor, a pioneer in GaN and high-voltage SiC technologies, has achieved successful GaN deployment in high-volume markets such as mobile fast chargers, consumer, performance computing, electric vehicles, energy storage and industrial devices and is working to accelerate GaN adoption in high power markets. GF brings decades of experience as a trusted global foundry partner, ensuring reliable, high-quality production at scale. Through this long-term partnership, GF and Navitas Semiconductor will manufacture next-generation GaN technology at GF's Burlington, Vermont facility, leveraging the site's expertise in high-voltage GaN-on-Silicon technology and Navitas Semiconductor's long established GaN technology and device expertise. Development is set for early 2026 with production expected to begin later in the year.

By combining GF's world-class manufacturing capabilities and Navitas' leadership in GaN innovation, this strategic partnership will provide customers with the most advanced, secure and scalable GaN solutions. Together, the companies will enable customers to achieve a U.S. pathway for GaN, supporting national security and competitiveness while driving decarbonization across next-generation energy and compute platforms.

"GaN is transforming how the world moves power. And this partnership represents a significant step forward for U.S. semiconductor leadership and the deployment of GaN technology to address essential applications," said Tim Breen, CEO of GlobalFoundries. "By joining forces with Navitas, we are enabling a secure and sustainable supply chain for GaN technologies that power the future of AI, energy and industrial innovation."

"GaN adoption is accelerating in high power semiconductor markets such as AI datacenters, performance computing, energy and grid infrastructures and industrial electrification, and our collaboration and partnership with GF ensures that Navitas can deliver the performance, efficiency and scale our customers demand and to manufacture those solutions in critical and national security applications in the United States," said Chris Allexandre, President and CEO of Navitas. "Together, we are building a foundation for next-generation applications that are critical to national competitiveness and energy sustainability. Our partnership with GF is another milestone and step forward for Navitas 2.0".

**About GF** 

GlobalFoundries (GF) is a leading manufacturer of essential semiconductors the world relies on to live, work and connect. We innovate and partner with customers to deliver more power-

efficient, high-performance products for automotive, smart mobile devices, internet of things, communications infrastructure and other high-growth markets. With our global manufacturing footprint spanning the U.S., Europe, and Asia, GF is a trusted and reliable source for customers around the world. Every day, our talented global team delivers results with an unyielding focus on security, longevity, and sustainability. For more information, visit www.gf.com.

**About Navitas**

Navitas Semiconductor is a next-generation power semiconductor leader in gallium nitride (GaN) and IC integrated devices, and high-voltage silicon carbide (SiC) technology, driving innovation across AI data centers, performance computing, energy and grid infrastructure, and industrial electirication. With more than 30 years of combined expertise in wide bandgap technologies, GaNFast™ power ICs integrate GaN power, drive, control, sensing, and protection, delivering faster power delivery, higher system density, and greater efficiency. GeneSiC™ high-voltage SiC devices leverage patented trench-assisted planar technology to provide industry-leading voltage capability, efficiency, and reliability for medium voltage grid infrastructure applications. Navitas has over 300 patents issued or pending and is the world's first semiconductor company to be CarbonNeutral®-certified.

**Forward-looking information**

This news release may contain forward-looking statements, which involve risks and uncertainties. Readers are cautioned not to place undue reliance on any of these forward-looking statements. These forward-looking statements speak only as of the date hereof. Neither GF nor Navitas Semiconductor undertakes any obligation to update any of these forward-looking statements to reflect events or circumstances after the date of this news release or to reflect actual outcomes, unless required by law.

**Media contacts:** GF

Stephanie Gonzalez

stephanie.gonzalez@gf.com

Navitas Semiconductor

Vipin Bothra

vipin.bothra@navitassemi.com

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