Core Viewpoint - InnoLux (02577) has entered Google's AI server and data center supply chain by completing the design integration of its gallium nitride (GaN) power chips and signing a compliance supply agreement, indicating a strategic move to capture the high-voltage direct current upgrade in future data centers [1][5]. Group 1 - InnoLux's stock price rose by 11.36%, currently trading at HKD 68.60, with a trading volume of HKD 235 million [1][5]. - The application penetration rate of gallium nitride in AI server power supplies is expected to increase rapidly, projected to rise from approximately 15% in 2025 to over 40% by 2027, indicating a growing market opportunity [1][5]. - InnoLux is collaborating with power manufacturers and server ODM companies to promote the large-scale implementation of GaN power solutions in data center scenarios, focusing on key customers [1][5].
英诺赛科午后涨超11% 氮化镓在AI服务器电源中的应用渗透率有望快速提升