Navitas closes Claros acquisition; 2030 SAM more than doubles to over $8B with IVR tech

Navitas Semiconductor Corp

Navitas closed its previously announced acquisition of Claros, Inc. on Oct. 6, 2026; the merger agreement was dated Aug. 24, 2026. Deal value was not disclosed.
Claros' IVR technology (pIVR, eIVR, PowerArray) integrates power, control and passives to enable Vertical and Embedded Power Delivery to the xPU; Dan Kultran becomes VP & GM, IVR Business Unit.
Navitas expects Claros to add at least $3.5B to its identified 2030 SAM, more than doubling the total to over $8B, on top of ~$3.5B GaN/HV/UHV SiC SAM and ~$1B from new JFET tech.
CEO Chris Allexandre says the deal deepens engagement with hyperscalers and combines GaN, HV/UHV SiC and IVR for the 800 VDC grid-to-xPU architecture.
Navitas will host a webinar 'Breaking the AI Infrastructure Power Wall: From Grid-to-xPU' on Oct. 20, 2026 at 8:00 a.m. PT / 11:00 a.m. ET.

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