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]
英诺赛科盘中飙涨超60% 创历史新高