Group 1 - InnoLux (02577) saw a nearly 15% increase in stock price, reaching HKD 77.5 with a trading volume of HKD 729 million [1] - NXP has confirmed the closure of its "Echo" wafer fab in Chandler, Arizona, with the last batch of wafers expected in Q1 2027 [1] - TSMC will completely exit the GaN foundry business by mid-2027, having announced a gradual withdrawal in July 2025 [1] Group 2 - NVIDIA has announced partnerships with over ten companies, including CoreWeave and Oracle, to prepare for ultra-high-density computing environments with 800V DC power architecture and 1 MW power density per rack [1] - In August, InnoLux became the only Chinese chip company to join NVIDIA's 800V DC power architecture partnership, providing a full-chain GaN solution for AI data centers, enabling power density breakthroughs of 300 kW per rack [1]
港股异动 | 英诺赛科(02577)尾盘涨近15% 恩智浦及台积电计划关闭GaN产能 英伟达引领供电架构革命