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].
英诺赛科现涨超30% 盘中创上市新高 公司回应与英伟达合作仍处测试阶段