Core Viewpoint - InnoLux (02577) is recognized as a leading player in the GaN power semiconductor market, holding a 30% global market share in revenue last year, with a strong long-term growth outlook driven by a rapidly expanding market and strategic partnerships [1] Company Summary - InnoLux's stock rose over 5%, currently trading at 75.9 HKD with a transaction volume of 106 million HKD [1] - Bank of America Securities initiated coverage with a "Buy" rating and a target price of 108 HKD [1] - The forecasted revenue compound annual growth rate (CAGR) for InnoLux from 2024 to 2027 is 72% [1] Industry Summary - The global GaN power semiconductor market is expected to grow at a CAGR of 63% from 2024 to 2028 [1] - InnoLux's profitability is anticipated to improve due to economies of scale and technological innovations [1] - A collaboration with NVIDIA to develop an 800V HVDC architecture is expected to enhance revenue potential starting in 2027 [1]
英诺赛科涨超5% 美银看好公司长期增长前景 与英伟达合作带来收入上升潜力