Group 1 - The core point of the article is that InnoPhase (02577) has entered into a partnership with NVIDIA to promote the large-scale implementation of the 800VDC power architecture in AI data centers, marking a significant development for the company [1] - InnoPhase's stock opened over 4% higher, reaching a price of 60 HKD with a trading volume of 34.55 million HKD [1] - The 800VDC power architecture is designed for future high-efficiency power supply for megawatt-level computing infrastructure, offering significant advantages in system efficiency, thermal loss, and reliability compared to traditional 54V systems, enabling a 100-1000 times increase in AI computing power [1] Group 2 - InnoPhase holds a 31% market share in the global gallium nitride power device market in 2023, maintaining its position as the global leader [1] - The company is accelerating the expansion of its 8-inch gallium nitride wafer production capacity, with plans to increase monthly production from 13,000 wafers to 20,000 by the end of 2025, and aims to further expand to 70,000 wafers per month within 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