Group 1 - InnoLux (02577) shares rose over 7%, with a cumulative increase of over 20% this month, currently trading at 82.35 HKD with a transaction volume of 356 million HKD [1] - On December 3, InnoLux announced a strategic partnership with ON Semiconductor to accelerate the application and layout of Gallium Nitride (GaN) technology [1] - The collaboration aims to integrate InnoLux's advanced GaN manufacturing capabilities with ON Semiconductor's expertise in system packaging and integration, targeting rapid deployment in sectors such as electric vehicles, artificial intelligence, and data centers [1] Group 2 - The partnership is expected to generate several hundred million dollars in GaN sales over the coming years, providing both companies with a competitive edge in key market segments [1] - Recent developments in the robotics sector highlight a growing trend towards GaN-driven actuators, with leading manufacturers incorporating GaN chips into critical components of humanoid robots [1] - The report from Guosheng Securities suggests monitoring leading companies in the GaN drive space, including upstream GaN power device firms like InnoLux [1]
港股异动 | 英诺赛科(02577)涨超7% 与安森美半导体达成战略合作 机构看好GaN为机器...