Zhi Tong Cai Jing·2025-08-04 01:33Core Viewpoint - InnoLux (02577) has become the only Chinese chip company listed as a partner for NVIDIA's 800V DC power architecture, indicating a significant collaboration aimed at enhancing AI data center efficiency and performance [1] Company Developments - InnoLux's stock opened over 4% higher, reaching HKD 60, with a trading volume of HKD 34.55 million [1] - The company announced a partnership with NVIDIA to promote the large-scale implementation of the 800V DC power architecture in AI data centers, which is designed for high-efficiency power supply in megawatt-level computing infrastructure [1] - The new power system offers significant advantages over traditional 54V systems in terms of efficiency, thermal loss, and reliability, potentially enhancing AI computing power by 100 to 1000 times [1] Market Position - According to Dongfang Securities, InnoLux holds a 31% market share in the global gallium nitride (GaN) power device market, maintaining its position as the market leader [1] - The company has been continuously increasing its production capacity, which is crucial for its competitive position in the market [1] - InnoLux is accelerating the expansion of its 8-inch GaN wafer production capacity, with plans to increase monthly production from 13,000 wafers to 20,000 wafers by the end of 2025, and aims to further expand to 70,000 wafers per month within the next five years [1]