智通财经网·2025-08-01 07:59Core 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].