Revenue +22% seq; mid-point Q3 guide implies +28%

Navitas reports strong Q2 2026 results with 22% sequential revenue growth and says Q3 guidance midpoint implies 28% sequential growth, driven by a strategic shift to high‑power GaN and SiC markets (AI data centers and grid infrastructure). This signals accelerating exposure to AI infrastructure and a completed exit from mobile, which could materially re-rate revenue mix and margins going into 2027.