Core Insights - InnoLux (02577) shares rose nearly 6%, currently up 4.51% at HKD 68.35, with a trading volume of HKD 616 million [1] - On August 1, NVIDIA updated its list of partners for the 800V DC power architecture, with InnoLux being the only domestic chip company included [1] - The collaboration is expected to enhance the application of this architecture in AI data centers, increasing computing density by over 10 times and power density per cabinet exceeding 300kW, facilitating the transition to megawatt-level power supply for global AI data centers [1] Industry Insights - According to Aijian Securities, HVDC technology empowers the next generation of data center power supply [1] - The application of HVDC in new data centers raises the power semiconductor requirements for high voltage and high current, accelerating the adoption of third-generation GaN chips [1] - InnoLux is recognized as the first company globally to achieve mass production of 8-inch silicon-based GaN wafers, ranking first among global GaN power semiconductor companies in 2023 [1] - The company has established strategic partnerships with traditional power chip manufacturers in Europe and the United States to promote the large-scale application of GaN chips in consumer electronics and automotive electronics [1]
港股异动 英诺赛科(02577)再涨近6% 公司为全球GaN功率芯片龙头 成功打入英伟达供应链