Core Viewpoint - InnoCare (02577) has seen a significant stock price increase following the announcement of a partnership with NVIDIA to promote the 800VDC power architecture in AI data centers, which is expected to enhance efficiency and performance in AI computing [1] Group 1: Stock Performance - InnoCare's stock rose by 30% last Friday and expanded its gains by over 23% in the afternoon session, reaching HKD 70.85 with a trading volume of HKD 2.172 billion [1] Group 2: Partnership with NVIDIA - InnoCare has officially confirmed its collaboration with NVIDIA to implement the 800VDC power architecture, designed for high-efficiency power supply in megawatt-level computing infrastructure [1] - The 800VDC system offers significant advantages over traditional 54V systems in terms of efficiency, thermal loss, and reliability, potentially increasing AI computing power by 100 to 1000 times [1] Group 3: Market Implications - According to a report by Jefferies, InnoCare's inclusion in NVIDIA's 800VDC power supplier list is significant for both GaN technology and InnoCare itself [1] - The total addressable market (TAM) for GaN in AI data centers is estimated at USD 2.5 billion, indicating that InnoCare's recent stock surge reflects only a 5x price-to-earnings (PE) capitalization of potential profits [1] - Jefferies notes that the quantifiable potential is still early, as the 800VDC architecture and Ruben chip design have not been finalized, with mass production expected to begin in 2027 [1]

Group 1 - TSMC is focusing on high-growth markets and has begun to reduce resources allocated to mature processes [1] - The company intends to exit the GaN market, with its wafer fab supplying GaN products only until July 1, 2027 [1] - After this date, the wafer fab will be repurposed for advanced packaging applications [1]