智通财经网·2025-08-07 02:40Group 1 - InnoLux (02577) has seen a significant stock increase, rising nearly 8% and currently trading at 67.4 HKD with a transaction volume of 717 million HKD [1] - The company has officially announced a partnership with NVIDIA to promote the large-scale implementation of the 800VDC 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, enabling a 100 to 1000 times increase in AI computing power [1] Group 2 - Jefferies has released a report highlighting the importance of InnoLux joining NVIDIA's 800V DC power supplier list, particularly for Gallium Nitride (GaN) technology [2] - GaN is identified as a promising power semiconductor in consumer electronics, electric vehicles, and renewable energy sectors, with InnoLux being the largest GaN IDM company globally [2] - As a Chinese company, InnoLux is positioned advantageously in the largest potential GaN market, with Chinese OEMs producing about 55% of the world's smartphones, which will accelerate the adoption of GaN-based fast charging technology [2] - InnoLux plans to increase its production capacity sixfold by 2028, which is expected to significantly reduce costs and drive industry adoption [2]