Group 1 - InnoScience's stock surged by 63.64% after being listed as the only Chinese chip supplier for NVIDIA's 800V DC power architecture [1] - The company's market capitalization reached HKD 51.5 billion following the stock price increase [1] - NVIDIA's transition to 800V HVDC data center infrastructure is set to begin in 2027 to support modern AI workloads [1][2] Group 2 - The 800V HVDC architecture aims to address the increasing power demands of data centers driven by AI workloads, which require 100 to 1000 times more computational power per query [2] - This new architecture is expected to reduce total ownership costs by 30% through improved efficiency and reliability [2] - InnoScience specializes in GaN-on-Si technology and operates the world's largest 8-inch GaN wafer production line [2]
英伟达中国供应商?立马飙涨超60%!最新回应