Ge Long Hui·2025-08-01 05:24Group 1 - InnoScience (02577) surged by 30.68% to close at HKD 57.50, with a trading volume of HKD 381 million [2] - On August 1, NVIDIA updated its list of partners for the 800V DC power architecture, with InnoScience being the only Chinese chip company included, indicating a deep collaboration to promote the large-scale application of 800V DC power architecture in AI data centers [2] - This partnership is expected to enhance the computing density of single data centers by over 10 times and help achieve a power density of over 300kW per cabinet, marking a transition to megawatt-level power supply for global AI data centers [2] Group 2 - InnoScience 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 [2] - According to a report by Jefferies, the funds raised will address an estimated funding gap of approximately USD 50 million expected in 2027, with capital expenditure projected to be RMB 570 million this year and increasing to RMB 1.4 billion next year [2] - The company is expected to enter the Chinese electric vehicle supply chain in the second half of this year, with accelerated capacity expansion next year to support business growth and ensure supply stability, thereby enhancing confidence among downstream customers, such as electric vehicle manufacturers, in adopting GaN technology [2]