Wolfspeed Sues Navitas Semiconductor Over GaN and SiC Patent Infringement
On July 7, 2026, Wolfspeed filed a patent infringement lawsuit against Navitas Semiconductor in the U.S. District Court for the District of Delaware, alleging that Navitas’s GaNFast, GaNSlim, GaNSafe, GeneSiC, and SiCPAK products infringe five of its wide-bandgap patents. Wolfspeed seeks a permanent U.S. sales and import ban, damages, and licensing fees. Navitas shares dropped up to 8.6% amid weak Q1 2026 financial results. The dispute highlights intensifying IP battles in the power semiconductor market, critical for AI infrastructure and electric vehicles.
Editorial summary awaiting refresh
Cross-source coverage
Wire timeline
Wolfspeed Sues Nvidia Partner Navitas Over Five Critical Chip Patents
Wolfspeed (WOLF) filed a patent infringement lawsuit against Navitas Semiconductor (NVTS) on July 7, 2026, in the U.S. District Court for the District of Delaware. The suit alleges that five of Wolfspeed's gallium nitride and silicon carbide patents are infringed by Navitas' core product lines, including GaNFast, GaNSlim, GaNSafe transistors, GeneSiC MOSFETs, and SiCPAK power modules. Wolfspeed is seeking a permanent U.S. sales and import ban on the accused products, along with damages and licensing fees. Navitas shares fell up to 8.59% over five trading sessions, closing at $13.47. Navitas, which has pivoted from mobile chargers to AI data center power chips, called the lawsuit baseless and vowed to fight it. The company's Q1 2026 revenue was $8.6 million, down 45% year-over-year, and insiders sold roughly $116 million in shares in late May before the suit was filed.
Yahoo FinanceWolfspeed Sues Nvidia Partner Navitas Over Five Critical AI Chip Patents
Wolfspeed (WOLF) filed a patent infringement lawsuit against Navitas Semiconductor (NVTS) on July 7, 2026, in the U.S. District Court for the District of Delaware. The lawsuit alleges that five of Wolfspeed's gallium nitride and silicon carbide patents are infringed by nearly all of Navitas' major product lines, including GaNFast, GaNSlim, GaNSafe transistors, GeneSiC MOSFETs, and SiCPAK power modules. Wolfspeed is seeking a permanent U.S. sales and import ban on the accused products, along with damages and licensing fees. Navitas shares fell up to 8.59% over five trading sessions, closing at $13.47. Navitas, which has pivoted toward AI data center power chips, called the lawsuit baseless and vowed to fight it. The company's first-quarter 2026 revenue was $8.6 million, down from $14 million a year earlier, though high-power markets grew 35% year-over-year. Insiders sold roughly $116 million in Navitas shares in late May before the suit was filed.
Yahoo FinanceNavitas Semiconductor Stock Under Pressure After Wolfspeed Files Patent Infringement Lawsuit
Navitas Semiconductor (NVTS) faces a new patent infringement lawsuit from rival Wolfspeed (WOLF), filed in the U.S. District Court for the District of Delaware. The lawsuit targets Navitas' core GaNFast, GaNSlim, GaNSafe, GeneSiC, and SiCPAK product families, alleging violation of multiple Wolfspeed patents related to gallium nitride (GaN) and silicon carbide (SiC) technologies. Navitas has rejected the claims as without merit and plans to defend itself. The legal challenge adds uncertainty for the company, which had been benefiting from AI-driven power infrastructure demand. Navitas stock fell 4.5% on July 8 following the lawsuit, contributing to a 14.22% decline over five sessions. The company also reported weak Q1 2026 financial results, with revenue down 38.6% year-over-year to $8.6 million and gross margin deteriorating to -9.3%. Despite a 120.5% gain over the past year, the stock trades at a premium 71.30 times sales.
Yahoo FinanceWolfspeed Sues Navitas Over AI Chip Patents in Wide-Bandgap Semiconductor Dispute
Wolfspeed (NYSE: WOLF) has filed a patent infringement lawsuit against Navitas Semiconductor (NASDAQ: NVTS) in Delaware federal court, alleging that Navitas's GaNFast, GaNSlim, GaNSafe, GeneSiC MOSFET, and SiCPAK product lines violate five foundational wide-bandgap patents. The lawsuit targets Navitas's recent commercial contract to supply chips for high-voltage 800V AI datacenter architectures, a rapidly growing market projected to exceed $20 billion by 2030. Wolfspeed seeks a permanent US sales and import injunction, damages, and retroactive licensing fees. Both companies face significant financial strain: Wolfspeed carries over $1.7 billion in debt, while Navitas reports deeply negative net margins amid declining revenue. Shares of both firms partially recovered after an initial drop. Analysts suggest a licensing settlement is the most likely long-term resolution. The case highlights the escalating battle over intellectual property in wide-bandgap semiconductors critical for AI infrastructure and next-generation power electronics.
Yahoo FinanceNavitas Semiconductor Shares Drop After Wolfspeed Files Patent Infringement Lawsuit
Navitas Semiconductor (NASDAQ: NVTS) shares fell 7% on July 8, 2026, after Wolfspeed (NYSE: WOLF) filed a patent infringement lawsuit in the U.S. District Court for the District of Delaware. Wolfspeed alleges that several Navitas product families, including GaNFast, GaNSlim, GaNSafe gallium nitride transistors, GeneSiC MOSFETs, and SiCPAK power modules, infringe five of its patents (U.S. Patent Nos. 8,169,005, 10,998,418, 10,886,396, 10,749,443, and 11,888,392). Wolfspeed CEO Robert Feurle stated that protecting the company's intellectual property is a strategic priority, citing decades of R&D investment in silicon carbide and gallium nitride technologies. The lawsuit is the latest IP dispute in the power semiconductor industry, where demand for advanced SiC and GaN components is growing in electric vehicles, industrial applications, and AI infrastructure.
Yahoo Finance