Core Insights - InnoCare (02577) saw a nearly 15% increase in stock price, reaching 77.5 HKD with a trading volume of 729 million HKD [1] - NXP has confirmed the closure of its "Echo" wafer fab in Chandler, Arizona, with the last batch of wafers expected to be produced in Q1 2027 [1] - TSMC will gradually exit the GaN foundry business by July 2025 and completely cease GaN foundry services by mid-2027 [1] Company Developments - NVIDIA announced partnerships with over ten companies, including CoreWeave and Oracle, to prepare for an 800V DC power architecture and achieve a power density of 1 MW in ultra-high-density computing environments [1] - In August, InnoCare became the only Chinese chip company to join NVIDIA's 800V DC power architecture partner list, providing a full-chain GaN solution for AI data centers, enabling a single cabinet power density breakthrough of 300 kW [1]
英诺赛科尾盘涨近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