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    Madison DePaola

    Research Analyst at Rosenblatt Securities

    Madison DePaola is an Equity Research Associate at Rosenblatt Securities specializing in semiconductor sector analysis, providing detailed coverage of leading publicly traded companies in the space. Currently focused on in-depth semiconductor market trends and financial performance, DePaola has contributed to earnings calls and research on firms such as ADEA and plays an active role in client-facing events and report generation. Her career began with internships at Crescent Pine Family Office Group, Commonfund, and Fieldpoint Private before joining Rosenblatt, and she holds a BA in Economics from the University of Michigan. DePaola is recognized for her strong analytical skills within equity research, advancing through associate roles and likely holds or is pursuing FINRA Series 7 and 63 licenses, common for professionals in her position.

    Madison DePaola's questions to Navitas Semiconductor (NVTS) leadership

    Madison DePaola's questions to Navitas Semiconductor (NVTS) leadership • Q1 2025

    Question

    Madison DePaola requested more color on the company's traction and progress within the AI data center vertical.

    Answer

    CEO Eugene Sheridan detailed the company's system design progress, moving from 2.7kW to a new 12kW platform. He stated that while lower-power Blackwell systems can use silicon, higher-power designs (8.5kW+) and future platforms like Rubin will require GaN and SiC. He also noted that Navitas now has over 75 customer projects in production or development in this segment.

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