Core Viewpoint - InnoLux (02577) has seen a stock increase of over 7%, currently trading at HKD 57.85 with a transaction volume of HKD 322 million, following the announcement of significant design integration with Google's AI hardware platform [1] Group 1: Company Developments - InnoLux has completed the important design integration of its products into Google's AI hardware platform and signed a compliant supply agreement [1] - The core products integrated into the Google platform include 650V high-voltage GaN devices and 150V low-voltage devices, primarily used in AI server power systems [1] Group 2: Product Advantages - Compared to traditional silicon-based power device solutions, GaN devices can enhance power conversion efficiency to over 97%, reducing overall energy consumption by approximately 10% to 15% [1] - These advantages are particularly significant for high power density and long-duration operations in AI data centers [1] Group 3: Market Potential - The penetration rate of GaN in AI server power applications is expected to increase rapidly, with forecasts indicating an increase from about 15% in 2025 to over 40% by 2027, indicating a growing market space [1] - InnoLux is collaborating with power manufacturers and server ODM companies to promote the large-scale implementation of GaN power solutions in data center scenarios [1]
英诺赛科涨超7% 公司GaN芯片导入谷歌AI硬件供应链 器件电源转化效率优势显著