Core Viewpoint - InnoCare (02577) has seen a significant stock price increase following the announcement of a partnership with NVIDIA to promote the 800VDC power architecture in AI data centers, indicating strong market interest and potential growth in the AI sector [1] Group 1: Company Developments - InnoCare's stock rose by 30% last Friday and expanded by over 23% in the afternoon of the following trading day, reaching HKD 70.85 with a trading volume of HKD 2.172 billion [1] - The company officially confirmed its collaboration with NVIDIA, focusing on the implementation of the 800VDC power architecture, which is designed for high-efficiency power supply in megawatt-level computing infrastructure [1] Group 2: Market Implications - The 800VDC architecture 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] - According to a report from Jefferies, InnoCare's inclusion in NVIDIA's 800VDC power supply vendor list is crucial for both GaN (Gallium Nitride) technology and InnoCare itself, especially in light of TSMC's closure of its GaN foundry [1] - The total addressable market (TAM) for GaN in AI data centers is preliminarily estimated at USD 2.5 billion, suggesting that InnoCare's recent stock surge reflects a capitalization of potential profits at a price-to-earnings (PE) ratio of 5 times [1] - Jefferies notes that while the quantifiable potential is still early, mass production is expected to begin in 2027 [1]
英诺赛科午后涨幅扩大逾23% 富瑞指公司成为英伟达800V直流电源合作商意义重大