Core Insights - InnoScience's stock surged by 30.91% on August 1, reaching a market capitalization of HKD 51.5 billion, following its inclusion as the only Chinese chip company in NVIDIA's 800V DC power architecture partner list [2] - NVIDIA's transition to 800V HVDC data center power infrastructure is set to begin in 2027, aimed at supporting IT racks of 1MW and above, with InnoScience identified as a key supplier [2][3] - The 800V HVDC architecture is designed to meet the increasing power demands of AI workloads, which have seen a 100 to 1000 times increase in computational requirements per query, while also reducing total ownership costs by 30% through improved efficiency and reliability [3] Company Overview - InnoScience is a high-tech enterprise focused on the research and manufacturing of third-generation semiconductor GaN-on-Si epitaxy and devices, utilizing an IDM (Integrated Device Manufacturer) model [3] - The company has established the world's largest 8-inch GaN-on-Si wafer production line and operates two 8-inch silicon-based GaN production facilities, employing advanced manufacturing processes [3]