Core Viewpoint - InnoPhase's stock price surged over 60% on August 1, following its inclusion as the only Chinese chip company in NVIDIA's updated list of partners for the 800V DC power architecture [1] Group 1: Company Overview - InnoPhase has been collaborating with NVIDIA for some time, leveraging its high-power gallium nitride technology to qualify for the partnership [1] - The current collaboration is still in the testing phase, and no substantial orders have been generated yet [1] Group 2: Market Reaction - The stock price increase reflects market optimism regarding InnoPhase's potential role in the semiconductor industry, particularly in high-power applications [1] - The company is currently in the process of releasing its semi-annual report, which limits its ability to comment on the future prospects and impacts of the collaboration [1]

港股收盘，恒指收跌1.07%，科指收跌1.02%。英诺赛科(02577.HK)收涨30.91%，蔚来汽车(09866.HK)收 涨8.62%。 ...

Core Viewpoint - InnoLux Technology (02577) experienced a significant stock price surge, reaching a new high of 72 HKD, driven by its inclusion as the only Chinese chip company in NVIDIA's updated list of 800V DC power architecture partners [1][1]. Company Summary - InnoLux is the first IDM manufacturer globally to achieve mass production of 8-inch GaN wafers, focusing on the research, manufacturing, and sales of GaN power devices [1][1]. - The company specializes in a full voltage spectrum of GaN power semiconductors, covering 15V to 1200V, with a focus on the 15V-900V product line [1][1]. - InnoLux holds a 42.4% market share in global GaN discrete device shipments as of 2023, ranking first in the industry [1][1]. - The company's monthly production capacity is set to reach 13,000 pieces by the end of 2024, with plans to increase capacity to 70,000 pieces over the next five years [1][1]. Industry Context - The collaboration with NVIDIA is currently in the testing phase and has not yet resulted in substantial orders, indicating potential future growth opportunities [1][1]. - InnoLux's focus on key application areas such as consumer electronics, data centers, new energy vehicles, and industrial power supplies positions it well within the growing GaN semiconductor market [1][1].

Core Viewpoint - InnoLux (02577) shares surged over 63% to a new high of 72 HKD after being listed as the only Chinese chip company in NVIDIA's updated partner list for 800V DC power architecture [1][1]. Company Summary - InnoLux is the world's first IDM manufacturer to achieve mass production of 8-inch GaN wafers, focusing on the research, manufacturing, and sales of GaN power devices [1][1]. - The company specializes in a full voltage spectrum of GaN power semiconductors, covering 15V to 1200V, with a focus on 15V to 900V products for key applications in consumer electronics, data centers, new energy vehicles, and industrial power supplies [1][1]. - As of 2023, InnoLux holds a 42.4% market share, leading global shipments of GaN discrete devices, with a monthly production capacity of 13,000 pieces expected to increase to 70,000 pieces within the next five years [1][1]. Industry Context - The collaboration with NVIDIA is currently in the testing phase and has not yet resulted in substantial orders, indicating potential future growth opportunities for InnoLux in the semiconductor industry [1][1].

8月1日午间，英伟达官网更新800V直流电源架构合作商名录，英诺赛科作为唯一入选的中国芯片企 业，瞬间引发市场强烈反响。消息公布后，英诺赛科股价迅速拉升，盘中最高涨幅达63%，市值一度突 破600亿港元。 此次与英伟达的深度合作，聚焦于800V直流电源架构在AI数据中心的规模化应用。通过技术整合，英 诺赛科有望助力全球AI基础设施实现能效跃升，同时也为自身打开百亿级增量市场。 英诺赛科能获英伟达青睐，源于其在第三代半导体氮化镓领域的卓越地位。2015年12月成立的英诺赛 科，是全球首家实现8英寸硅基氮化镓晶圆量产的企业，相较于传统的6英寸晶圆，其8英寸晶圆量产技 术优势显著，每晶圆的晶粒产出数提升80%，单颗芯片成本降低30%。 根据弗若斯特沙利文数据显示，截至2023年末，以氮化镓分立器件出货量折算，英诺赛科在全球氮化镓 功率半导体公司中市场份额排名第一，市占率高达42.4%。 值得一提的是，除与英伟达合作数据中心外，英诺赛科的氮化镓芯片还傍上了人形机器人这条热门赛 道。氮化镓功率器件是人形机器人关节电机模组的核心器件，已经成为机器人厂商实现对机器人的性能 升级与技术突破的技术方向。其中，头部具身智能厂商智 ...

8月1日午后，英诺赛科(02577.HK)港股股价直线拉升，盘中一度涨超60%，截至13时27分，股价回落至 46.59%，报64.5港元/股，总市值达576亿港元。 消息面上，当日英伟达官网更新800V直流电源架构合作商名录，英诺赛科是本次入选英伟达合作伙伴 中唯一的中国芯片企业。这意味着双方正式达成深度合作，双方将携手推动800V直流（800 VDC）电 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 公开资料显示，氮化镓（GaN）是一种非常坚硬、机械稳定的III/V族直接带隙半导体。由于材料上的优 势，GaN功率器件可以实现更小的导通电阻和栅极电荷，在高频场景对提升变换器的效率和功率密度非 常有利。目前GaN功率器件主要应用于电源适配器、车载充电、数据中心等领域，也逐渐成为5G基站 电源的最佳解决方案。 不过，当前英诺赛科面临一定业绩压力。年报显示，公司2024年营收8.28亿元，同比增长39.77%，扣非 归母净利润减亏，但仍亏损10.46亿元。 IO资本创始合伙人赵占祥向21财经·南财快讯记者表示，全球最大的GPU厂商英伟达选择英诺赛科作为 氮化镓芯片供应商，一方面说明氮化镓 ...

Core Viewpoint - InnoLux (02577, HK) experienced a significant stock surge, rising over 60% to reach a historical high, driven by its partnership with NVIDIA for 800V direct current power architecture [2] Company Summary - InnoLux is the only Chinese chip company listed as a partner on NVIDIA's updated 800V direct current power architecture collaboration list, indicating a deep cooperation between the two companies [2] - The collaboration aims to enhance the scalability of 800V direct current (800VDC) power architecture in AI data centers, increasing single machine room computing density by over 10 times and enabling single cabinet power density to exceed 300kW [2] - InnoLux specializes in the research and industrialization of third-generation semiconductor silicon-based gallium nitride (GaN), employing an IDM (Integrated Device Manufacturer) model that encompasses chip design, epitaxial growth, chip manufacturing, testing, and failure analysis [2] - The company boasts the largest production capacity for 8-inch silicon-based gallium nitride wafers globally, with its product range covering low to high voltage GaN power devices (15V-1200V) [2]

Group 1 - InnoCare (2577.HK) experienced a significant surge, rising over 63% to reach a historical high of 72 HKD, with a trading volume expanding to 1.3 billion HKD [1] - InnoCare is the only Chinese chip company listed as a partner in NVIDIA's updated 800V DC power architecture collaboration, indicating a formal deep cooperation between the two [3] - This partnership aims to enhance the scalability of 800V DC power architecture in AI data centers, with expected improvements in computing density by over 10 times and power density exceeding 300 kW per cabinet, marking a transition to megawatt-level power supply for global AI data centers [3]

消息面上，英伟达官网今日更新800V直流电源架构合作商名录，英诺赛科是本次入选英伟达合作伙伴中唯一的中国芯片企业。这意味着双方正式达成深 度合作，双方将携手推动800V直流(800 VDC)电源架构在AI数据中心的规模化应用。此次合作将单机房算力密度将提升10倍以上，助力单机柜功率密度突 破300kW，推动全球AI数据中心正式迈入兆瓦级供电时代。 | 英诺赛科 68.200 +55.00% 分时 均线 所属行业: 半导体 | 72.000 @ | 63.64% | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 50.91% | 66.400 | | | | | | | | | 60.800 | 38.18% | | | | | | | | | 55.200 | 25.45% | | | | | | | | | 49.600 | 12.73% | | | | | | | | | 44.000 | 0.00% | | | | | | | | | 38.400 | 12.73% | | | | | | | | | 32.8 ...

本文源自：金融界AI电报 英诺赛科午后再度拉升，现涨超55%。 ...