My starting point for studying $NVTS was understanding what power semiconductors do in AI systems. onsemi’s September 16 announcement adds another question: how are the devices, controls and packaging designed to work together? On September 16, onsemi introduced its Embedded Power Platform. It is designed to integrate silicon, SiC and GaN technologies, including power switches, drivers and controllers, within one package. Electrical, thermal and mechanical design are optimized together. Sampling is expected to begin in 2026. That makes Navitas' planned acquisition of Claros worth a closer look. Claros develops vertical power delivery and integrated voltage regulators, targeting power delivery right at the processor. These are different approaches, not a head-to-head product comparison. But both highlight why material choice alone is not enough to evaluate an AI power solution. For NVTS, expanding the portfolio is one step. Turning it into qualified customer designs is another. My next checkpoint: which specific design demonstrates an advantage, under what conditions, and what evidence shows it moving toward production? Sources: onsemi EPP announcement: Navitas / Claros announcement: