Core Viewpoint - InnoLux (02577) has entered a partnership with NVIDIA to promote the large-scale implementation of the 800VDC power architecture in AI data centers, marking a significant advancement in power supply technology for high-efficiency computing infrastructure [1][1]. Company Developments - InnoLux's stock opened over 4% higher, reaching a price of 60 HKD with a trading volume of 34.55 million HKD [1]. - The company has become the only Chinese chip enterprise listed in NVIDIA's updated partner directory for the 800VDC power architecture [1]. - InnoLux confirmed its collaboration with NVIDIA, which aims to enhance system efficiency, reduce thermal loss, and improve reliability compared to traditional 54V power systems, potentially increasing AI computing power by 100 to 1000 times [1]. Market Position - InnoLux holds a 31% market share in the global gallium nitride (GaN) power device market, maintaining its position as the leading company in this sector [1]. - The company is actively expanding its production capacity, with plans to increase its monthly output from 13,000 wafers to 20,000 wafers by the end of 2025, and aims to further expand to 70,000 wafers in the next five years [1].
港股异动 | 英诺赛科(02577)高开逾4% 公司与英伟达达成合作 推动800VDC电源架构在AI数据中心规模化落地