Core Viewpoint - The stock of InnoPhase surged significantly after NVIDIA announced its partnership with the company to promote the 800V DC power architecture for AI data centers, indicating a strong market response to the collaboration [1][2][3]. Group 1: Stock Performance - On August 1, InnoPhase's stock price reached a high of 72 HKD per share, with an intraday increase of 63.64%, closing at 57.6 HKD, a 30.91% rise, and a total market capitalization of 515 billion HKD [2]. - The trading volume for InnoPhase exceeded 42 billion HKD, representing an increase of over 1800% compared to the previous trading day [2]. Group 2: Partnership with NVIDIA - NVIDIA's website updated its list of partners for the 800V DC power architecture, including InnoPhase as a chip supplier, marking a formal collaboration to scale the application of this technology in AI data centers [1][2][3]. - The 800V DC power architecture is designed to support the increasing power demands of AI workloads, transitioning from traditional 54V systems to accommodate megawatt-scale racks starting in 2027 [2]. Group 3: Technological Advancements - InnoPhase's third-generation GaN devices offer high frequency, efficiency, and power density, providing a comprehensive GaN power solution for NVIDIA's 800V DC architecture, which is expected to enhance AI computing capabilities significantly [3]. - The collaboration aims to facilitate a transition from kilowatt to megawatt-level AI data centers, promoting a more efficient, reliable, and environmentally friendly computing era [3]. Group 4: Company Background - InnoPhase, established in December 2015, focuses on the research and industrialization of third-generation semiconductor silicon-based GaN, employing an IDM model that encompasses chip design, manufacturing, and testing [5]. - The company holds nearly 700 patents and offers a range of GaN products applicable in various sectors, including consumer electronics, renewable energy, and automotive electronics [5]. Group 5: Recent Developments - InnoPhase recently announced the launch of its 1200V GaN product, which enhances energy conversion efficiency and miniaturization, applicable in electric vehicles and AI data centers [6]. - The company also formed a joint laboratory with United Automotive Electronics to develop advanced power electronic systems for electric vehicles using GaN technology [7].
重大利好,刚刚公告!彻底沸腾,暴涨!
Zheng Quan Shi Bao Wang·2025-08-01 11:23