Zhi Tong Cai Jing·2025-08-22 02:54Core Viewpoint - InnoLux (02577) has officially announced a partnership with NVIDIA to promote the large-scale implementation of 800VDC power architecture in AI data centers, which is expected to drive growth in the related supply chain [1][1]. Company Summary - InnoLux's stock price increased by over 6% in early trading, currently up 4.71% at HKD 79, with a trading volume of HKD 339 million [1]. - The company launched its third-generation (Gen3) 700V enhanced GaN power device series on August 18 [1]. - A board meeting is scheduled for August 28 to consider and approve the interim results [1]. Industry Summary - According to Yongxing Securities, the high power consumption of AI server clusters necessitates a focus on reducing power consumption, which is a common goal in the industry [1]. - The collaboration between InnoLux's GaN devices and NVIDIA is expected to continuously introduce new power devices into the supply chain, fostering the development of related industries such as GaN and SiC [1]. - Jefferies highlighted that InnoLux's inclusion in NVIDIA's 800V DC power supplier list is significant for both GaN technology and InnoLux [1].