Core Viewpoint - InnoLux (02577) has seen a significant stock price increase of nearly 15% following the announcement of its collaboration with NVIDIA to support the 800 VDC power architecture, which is expected to enhance efficiency and reduce energy consumption in AI data centers [1] Group 1: Company Developments - InnoLux announced its partnership with NVIDIA to support the 800 VDC power architecture, which is a breakthrough for AI data centers, enabling higher efficiency and power density while lowering energy demands and CO2 emissions [1] - The company is the only full-stack GaN supplier and a leading GaN IDM enterprise, capable of mass production of GaN from 1200V to 15V, providing a complete solution from 800V to 1V [1] - InnoLux's GaN technology is noted for its reliability and ability to meet the stringent requirements of high power density and efficiency during the voltage conversion process from 800V to 1V [1] Group 2: Industry Impact - The 800 VDC power architecture is set to revolutionize AI data centers by significantly improving power efficiency and reducing carbon emissions, positioning companies like InnoLux at the forefront of this technological advancement [1] - The transition to 800V rack power is critical for future architectures that demand higher power requirements, highlighting the importance of GaN technology in the industry [1]
港股异动 | 英诺赛科(02577)高开近15% 与英伟达合作 为800 VDC电源架构提供全GaN电源解决方案