Group 1 - Korean investors are increasingly enthusiastic about allocating assets to Chinese markets, with over $8.8 million invested in various stocks and ETFs as of February 10, 2026 [1] - The top ten stocks purchased by Korean investors include MINIMAX-WP, 华夏沪深300ETF, and 澜起科技, with MINIMAX-WP receiving the highest investment of approximately $2.07 million [1][2] - Compared to 2025, there is a noticeable shift in Korean investment towards emerging technology companies in China, indicating a strategic pivot in investment focus [2] Group 2 - In 2025, the top ten stocks purchased by Korean investors included Xiaomi Group and Global X China Semiconductor ETF, with Xiaomi Group leading at approximately $87.75 million [3] - The investment trend shows a growing interest in new and emerging industries, particularly in technology and semiconductor sectors, reflecting a broader market strategy [2][3]

Core Viewpoint - The Hong Kong stock market saw significant gains in chip stocks, with notable increases in share prices for several companies on February 12, indicating a positive trend in the semiconductor sector [1]. Group 1: Stock Performance - Tianshu Zhixin (09903) experienced a rise of 19.07%, reaching a latest price of 229.800 with a total market capitalization of 584.42 billion [2]. - Zhaoyi Innovation (03986) increased by 18.45%, with a latest price of 350.600 and a market cap of 2458.07 billion, marking a year-to-date increase of 116.42% [2]. - Biran Technology (06082) saw an 8.39% rise, with a latest price of 36.420 and a market cap of 888.23 billion, reflecting an 85.82% increase year-to-date [2]. - Lanke Technology (06809) rose by 7.18%, with a latest price of 185.100 and a market cap of 2244 billion, showing a year-to-date increase of 73.17% [2]. - Tianyu Semiconductor (02658) increased by 6.19%, with a latest price of 52.500 and a market cap of 206.47 billion, reflecting a year-to-date increase of 9.38% [2].

Group 1 - Korean investors are increasingly enthusiastic about allocating assets in China, with over $8.8 million invested in the Hong Kong Stock Exchange as of February 10 [1] - The top ten stocks purchased by Korean investors include MINIMAX-WP, 华夏沪深300ETF, and 澜起科技, among others, indicating a shift towards emerging technology companies [1][2] - The total investment amounts for the top ten stocks are as follows: MINIMAX-WP at $20.67 million, 华夏沪深300ETF at $19.18 million, and 澜起科技 at $18.64 million [2][3] Group 2 - Compared to 2025, Korean investors are now focusing on new emerging industries and technology companies, as evidenced by the change in their top ten investments [3] - In 2025, the top ten net purchases by Korean investors included Xiaomi Group and Global X China Semiconductor ETF, highlighting a different investment focus compared to 2026 [4][5] - The total investment amounts for the top ten stocks in 2025 were significantly higher, with Xiaomi Group at $87.75 million and Global X China Semiconductor ETF at $74.03 million [5]

Core Viewpoint - InnoLux (02577) has seen a significant stock increase, recently rising nearly 6% and currently trading at 61.6 HKD, with a transaction volume of 498 million HKD. The company announced that its gallium nitride power chips have been integrated into Google's AI hardware platform, marking its entry into Google's AI server and data center supply chain, highlighting its technological leadership in the gallium nitride industry [1]. Group 1 - InnoLux's gallium nitride power chips have completed important design integration with Google's AI hardware platform [1]. - The company has signed a compliance supply agreement with Google, indicating a formal partnership [1]. - This development positions InnoLux strategically within the data center supply chain, emphasizing its advanced technology and product quality [1]. Group 2 - Market analysis suggests that InnoLux aims to seize the strategic advantage in the future upgrade of high-voltage direct current power supplies for data centers [1]. - The company is deepening collaborations with Google and other end customers while also working closely with several mainstream power manufacturers and server ODMs [1]. - InnoLux is focused on building a comprehensive ecosystem for gallium nitride power solutions in data centers [1].

Core Viewpoint - InnoLux (02577) has seen a nearly 6% increase in stock price, currently trading at 61.6 HKD, with a transaction volume of 498 million HKD, following the announcement of its GaN power chips completing significant design integration for Google's AI hardware platform and signing a compliance supply agreement [1] Group 1: Company Developments - InnoLux's GaN power chips have officially entered Google's AI server and data center supply chain, highlighting the company's leading position in technology advancement, product performance, and quality within the GaN industry [1] - The company aims to seize strategic advantages in the future upgrade of high-voltage direct current power supplies for data centers by deepening collaborations with Google and other end customers [1] Group 2: Market Strategy - InnoLux is also working closely with several mainstream power manufacturers and server ODMs to build a comprehensive ecosystem for GaN data center power supply solutions [1]

Group 1 - The core viewpoint of the article is that InnoCare Pharma (02577.HK) has seen a significant increase in its stock price, rising over 7% to reach HKD 60.75, with a trading volume of HKD 4.51 billion [1]

Core Viewpoint - InnoLux (02577) has seen a significant stock increase of over 7%, currently trading at 60.75 HKD with a transaction volume of 4.51 billion HKD, following the announcement of its GaN power chips being integrated into Google's AI hardware platform [1] Group 1: Company Developments - InnoLux announced that its GaN power chips have completed important design integration for Google's AI hardware platform and signed a compliance supply agreement [1] - This development marks InnoLux's entry into Google's AI server and data center supply chain, highlighting its leading position in technology advancement, product performance, and quality within the GaN industry [1] Group 2: Market Focus - Based on current project development and client engagement progress, InnoLux will focus on high-growth potential areas such as AI servers and data centers [1] - The company aims to collaborate with industry chain partners to commercially launch related products in compliance with market and customer demands [1]

Core Viewpoint - InnoCare Technology (02577) has seen a stock increase of over 7%, currently trading at 60.75 HKD, with a transaction volume of 4.51 billion HKD, following the announcement of its GaN power chips being integrated into Google's AI hardware platform [1] Group 1 - InnoCare Technology announced that its GaN power chips have completed significant design integration into Google's AI hardware platform and a compliance supply agreement has been signed [1] - This development marks InnoCare's entry into Google's AI server and data center supply chain, highlighting its leading position in technology advancement, product performance, and quality within the GaN industry [1] - The company plans to focus on high-growth potential areas such as AI servers and data centers, actively collaborating with industry partners to commercialize related products in compliance with market and customer demands [1]

Core Viewpoint - InnoLux (02577) has seen a significant stock increase of over 7%, attributed to the announcement of its products being integrated into Google's AI hardware platform, which is expected to enhance power efficiency in AI server power systems [1] Group 1: Company Developments - InnoLux's core products, including 650V high-voltage GaN devices and 150V low-voltage devices, have been successfully designed for integration into Google's platform [1] - The company has signed a compliant supply agreement related to this integration [1] Group 2: Product Advantages - GaN devices can improve power conversion efficiency to over 97%, reducing overall energy consumption by approximately 10% to 15% compared to traditional silicon-based power device solutions [1] - These advantages are particularly beneficial for high power density and long-running AI data centers [1] Group 3: Market Potential - The penetration rate of GaN in AI server power applications is expected to rise rapidly, from about 15% in 2025 to over 40% by 2027, indicating a growing market opportunity [1] - InnoLux is collaborating with power manufacturers and server ODM companies to promote the large-scale implementation of GaN power solutions in data center scenarios [1]

Core Viewpoint - InnoLux (02577) has seen a stock increase of over 7%, currently trading at HKD 57.85 with a transaction volume of HKD 322 million, following the announcement of significant design integration with Google's AI hardware platform [1] Group 1: Company Developments - InnoLux has completed the important design integration of its products into Google's AI hardware platform and signed a compliant supply agreement [1] - The core products integrated into the Google platform include 650V high-voltage GaN devices and 150V low-voltage devices, primarily used in AI server power systems [1] Group 2: Product Advantages - Compared to traditional silicon-based power device solutions, GaN devices can enhance power conversion efficiency to over 97%, reducing overall energy consumption by approximately 10% to 15% [1] - These advantages are particularly significant for high power density and long-duration operations in AI data centers [1] Group 3: Market Potential - The penetration rate of GaN in AI server power applications is expected to increase rapidly, with forecasts indicating an increase from about 15% in 2025 to over 40% by 2027, indicating a growing market space [1] - InnoLux is collaborating with power manufacturers and server ODM companies to promote the large-scale implementation of GaN power solutions in data center scenarios [1]