Key Takeaways NVTS is pivoting to high-power GaN and SiC for AI data centers but faces sharp revenue declines in 2025.NVTS is exiting low-margin mobile business, weighing on near-term sales as it refocuses on AI power markets.Lumentum posted record Q1 fiscal 2026 revenues as AI-driven optical demand boosts growth and margins.Navitas Semiconductor (NVTS) and Lumentum Holdings (LITE) are two key players operating in the semiconductor industry. They benefit from the growing demand for data centers, artificial ...