Core Viewpoint - InnoLux (02577) has seen a significant stock increase of over 7% following the announcement of its GaN power chips being integrated into Google's AI hardware platform, marking its entry into Google's AI server and data center supply chain [1] Group 1: Company Developments - InnoLux's GaN power chips have completed important design integration for Google's AI hardware platform and a compliance supply agreement has been signed [1] - The company aims to seize strategic advantages in the high-voltage direct current upgrade for future data centers [1] Group 2: Market Insights - The penetration rate of GaN in AI server power applications is expected to rise rapidly, with projections indicating an increase from approximately 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]
英诺赛科午前涨超7% 氮化镓在AI服务器电源中的应用渗透率有望快速提升