Ge Long Hui·2025-08-04 01:55Group 1 - InnoScience (02577) opened higher in the morning, with a stock price increase of 8.42%, reaching HKD 62.45, and a trading volume of HKD 348 million [2] - On August 1, NVIDIA updated its website to include InnoScience as the only Chinese chip company in its 800V DC power architecture partner list [2] - InnoScience 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 efficient power supply in megawatt-level computing infrastructure [2] Group 2 - The new power system offers significant advantages in system efficiency, thermal loss, and reliability compared to traditional 54V systems, supporting AI computing power increases of 100 to 1000 times [2] - According to Dongfang Securities, InnoScience holds a 31% market share in the global gallium nitride power device market in 2023, maintaining its position as the global leader [2] - The company is accelerating the expansion of its 8-inch gallium nitride wafer production capacity, planning to increase monthly production from 13,000 wafers to 20,000 by the end of 2025, with a long-term goal of reaching 70,000 wafers per month within five years [2]