Core Insights - InnoLux (02577) shares surged by 14.2% to HKD 50.25, with a trading volume of HKD 182 million, following the announcement of a partnership with NVIDIA to promote the 800V direct current (800VDC) power architecture in AI data centers [1] Group 1: Partnership and Technology Advancement - InnoLux is the only Chinese chip company listed as a partner in NVIDIA's updated 800VDC power architecture collaboration, indicating a significant partnership [1] - The collaboration aims to enhance computing density in single data center rooms by over 10 times, enabling power density in single cabinets to exceed 300kW, marking a transition to megawatt-level power supply for global AI data centers [1] Group 2: Financial Developments - InnoLux recently completed the placement of 13.58 million new H-shares at a price of HKD 40.50 per share, raising a net amount of HKD 543 million [1] - According to Jefferies, the funds raised will address an estimated USD 50 million funding gap expected in 2027, with projected capital expenditures increasing from RMB 570 million this year to RMB 1.4 billion next year [1] - The company is expected to enter the Chinese electric vehicle supply chain in the second half of this year, with accelerated capacity expansion planned for next year to ensure supply stability and boost confidence among downstream customers in adopting gallium nitride technology [1]
港股异动 英诺赛科(02577)午前飙升14% 英伟达最新800V架构供应商名单曝光 公司为中国唯一入选芯片企业