Core Viewpoint - InnoLux (02577) saw a significant stock increase of nearly 15%, driven by the announcement of NVIDIA's support for 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 a collaboration with NVIDIA to support the 800 VDC power architecture, which is a breakthrough for AI data centers [1] - The 800 VDC power architecture allows for higher efficiency, higher power density, and reduced carbon emissions [1] - InnoLux is the only full-stack GaN supplier and leading GaN IDM company capable of mass production from 1200V to 15V, providing a complete solution from 800V to 1V [1] Group 2: Technical Advancements - The transition to the 800V power architecture requires ultra-high power density and efficiency in voltage conversion from 800V to 1V [1] - Only Gallium Nitride (GaN) power devices can meet the stringent requirements of the new architecture [1] - InnoLux's GaN technology is also noted for its reliability, positioning the company favorably for future power demand evolution [1]
英诺赛科高开近15% 与英伟达合作 为800 VDC电源架构提供全GaN电源解决方案