Core Viewpoint - InnoLux (02577) saw a significant stock price increase, reaching a new high of 83.4 HKD, driven by its partnership with NVIDIA for 800V DC power architecture, marking it as the only domestic chip enterprise in NVIDIA's updated partner list [1][1][1] Group 1: Company Performance - InnoLux's stock rose over 20% to a peak of 83.4 HKD, with a current trading price of 81 HKD and a trading volume of 1.647 billion HKD [1][1][1] Group 2: Partnership and Industry Impact - The collaboration with NVIDIA is expected to enhance the scalability of AI data centers, increasing computing power density by over 10 times and cabinet power density exceeding 300 kW, facilitating the transition to megawatt-level power supply for global AI data centers [1][1][1] - Analysts from Yongxing Securities highlight the industry's focus on reducing power consumption due to the high energy demands of AI server clusters, suggesting that InnoLux's GaN devices will continue to be integrated into the supply chain, promoting the development of related industries such as GaN and SiC [1][1][1] - The choice of InnoLux as a core partner by NVIDIA is attributed to its comprehensive IDM capabilities, which include substrate, epitaxy, chip design, and packaging testing, showcasing its combined strengths in technology, capacity, and service [1][1][1]
港股异动 | 英诺赛科(02577)尾盘涨超20% 公司成为英伟达800V架构供应商 机构看好GaN发展前景