Core View - The data center, power supply, and GaN sectors experienced significant gains on May 22, with multiple companies hitting their daily price limits [1] Group 1: Stock Performance - Zhongheng Electric's stock rose to 17.28, up 9.99% [2] - Wankong Intelligent Manufacturing's stock increased to 14.56, up 9.97% [2] - Kaile Co., Ltd. saw a rise to 68.10, up 10.97% [2] Group 2: Major Events - On May 21, Nami Semiconductor announced a partnership with NVIDIA to develop the next-generation 800V high-voltage direct current (HVDC) architecture, which will enhance energy efficiency and reduce copper usage [3] - CoreWeave's stock surged 19% on May 21, with a cumulative increase of over 60% in the past six trading days, driven by a 420% year-on-year revenue growth to $981.6 million in Q1 [3] - Viati Technologies plans to launch an 800 VDC power product line in the second half of 2026 to support NVIDIA's computing platform [3] Group 3: Industry Insights - HVDC technology offers high efficiency, reliability, ease of maintenance, scalability, and low cost, with a high penetration rate among major internet companies in their self-built data centers [4] - GaN materials outperform traditional SiMOSFET devices, reducing dynamic losses by 70% and heat generation by 50%, while supporting high-voltage direct connections [4] - The rental price for an 8-card H100 server from CoreWeave increased by 29.31% compared to April 2023, reflecting rising demand for high-end computing services [4] Group 4: Market Trends - The need for substantial capital investment in self-built AI computing power and potential supply shortages make computing power leasing a more cost-effective short-term solution for some manufacturers [5] - The upward trend in high-end computing service prices indicates a strong demand for real-time inference computing services from enterprises [5]

插播：英诺赛科、能华半导体、致能半导体、京东方华灿光电、镓奥科技等已确认参编《2024- 2025氮化镓（GaN）产业调研白皮书》，参编咨询请联系许若冰（hangjiashuo999）。 近日，"行家说三代半"发现，国内外多家氮化镓企业纷纷宣布最新订单与合作进展，这表明氮化镓 技术的市场渗透速度正在加快，推动下游应用向高效能、低功耗方向转型升级： 芯干线： 获得多个一线品牌订单 4 月17日， 芯干线在官微透露，他们今年一季度 在AI算力基础设施、消费电子快充、高端音响电源及商用储能领域连破壁垒，成功打入多个全球 一线品牌供应链： ● Al服务器 ： 芯干线自主研发的 700V增强型氮化镓功率器件及1200V碳化硅MOSFET，经过21年到24年近三年 的从器件单体到系统集成等多轮多环境测试，顺利通过某全球某一线AI服务器品牌系统商的可靠性验证， 预计在25年第二季度正式接单量产。 ● 消费电子 ： 芯干线为某全球一线手机品牌定制的45W氮化镓PD快充方案Q1实现规模化量产，该方案 集成了 700V增强型氮化镓功率器件，通态电阻150mΩ。 ● 专业音频 ： 芯干线针对高端音响功放开发的氮化镓电源方案，已通过 ...