1 week ago
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James Brumley, The Motley Fool
Wed, April 29, 2026 astatine 10:50 AM CDT 7 min read
Most companies acceptable neatly into an evident concern sector. Sometimes, however, an enactment straddles 2 oregon much categorizations. And each present and then, these dually grouped outfits are fantastic concern opportunities specifically due to the fact that they're consenting and capable to blur the lines that usually differentiate them from others successful an effort to connection the champion solution to a problem.
To this end, here's a person look astatine 3 companies that person elegantly blurred the lines betwixt vigor and manufacture astatine a clip erstwhile factories are hopeless for progressively scarce -- and progressively costly -- electricity.
Will AI make the world's archetypal trillionaire? Our squad conscionable released a study connected a little-known company, called an "Indispensable Monopoly," providing the captious exertion Nvidia and Intel some need.
Navitas Semiconductor
Despite the name, Navitas Semiconductor (NASDAQ: NVTS) isn't rather arsenic overmuch of a exertion banal arsenic it sounds. While it surely tin and does amended the functionality of idiosyncratic electronics, it's making the biggest interaction successful the industrial, mechanical, and inferior arenas.
In simplest terms, Navitas Semiconductor makes the materials commonly utilized successful electricity-consuming devices much efficient, enabling them to devour overmuch little power. For smaller, consumer-oriented tech, the crux of this leap is the improvement of gallium nitride (GaN) powerfulness integrated circuits, specified arsenic mobile telephone chargers and next-generation televisions. On a much concern scale, Navitas' silicon carbide is simply a important upgrade implicit modular silicon utilized successful instrumentality that requires high-voltage power, specified arsenic star powerfulness inverters, electrical conveyance power-distribution systems, concern mechanical motors, and adjacent utility-scale powerfulness grids. Broadly speaking, not lone is silicon carbide a spot much power-efficient than mean silicon, but it's acold much durable, capable to withstand the precocious vigor levels generated by the 800-volt architecture that's rapidly becoming the norm for astir industrial-level electrical applications, including information centers.
Better materials whitethorn beryllium a cardinal portion of energy usage's future. It's been a wobbly concern truthful far, though. Navitas Semiconductor's 2025 apical enactment was astir halved, falling from $83.3 cardinal successful 2024 to $45.9 million. Blame inconsistent demand, which is yet a relation of price; silicon carbide and gallium nitride exertion isn't cheap.
As is the lawsuit with astir different caller technologies, though, the outgo of these materials is mostly coming down, adjacent if not successful a consecutive line. That's 1 of the main reasons wherefore Global Market Insights inactive expects the worldwide silicon carbide marketplace to turn astatine an mean yearly gait of astir 35% done 2034.
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