智通财经网·2025-08-28 07:29Core Viewpoint - InnoCare (02577) has seen a significant stock price increase, rising over 16% towards the end of trading, with a current price of 91.85 HKD and a trading volume of 1.257 billion HKD, following news of its collaboration with NVIDIA and upcoming mid-term performance review [1] Company Summary - InnoCare plans to hold a board meeting on August 28 to consider and approve its mid-term performance [1] - On August 1, InnoCare officially responded to rumors regarding its collaboration with NVIDIA, confirming a partnership to promote the large-scale implementation of 800VDC power architecture in AI data centers [1] - On August 18, InnoCare announced the full launch of its third-generation (Gen3) 700V enhanced GaN power device series [1] Industry Summary - CICC recently released a research report indicating that the AI server power supply market is expected to become a trillion-yuan market, with rapid growth anticipated between 2025E-2027E [1] - The market size for modules/chips is projected to have a CAGR of 110%/67%, with key benefiting segments concentrated in PSU, PDU, BBU, and DC-DC (PDB+VRM) devices [1] - With the penetration of GaN/SiC technologies, the implementation of 800V HVDC+SST architecture, and the widespread adoption of smart power management, leading manufacturers are expected to see an increase in market share and performance, while second-tier manufacturers may benefit from overflow orders [1]