英伟达，引爆了一只港股！ 8月1日，港股英诺赛科股价突然放量拉升，盘中涨幅一度超过60%，市值最高突破640亿港元。截至收 盘，英诺赛科股价涨幅收窄至30.91% 消息面上，近日，英伟达（NVIDIA）官网更新800V直流电源架构合作商名录，中国氮化镓龙头企业 ——英诺赛科成为其芯片供应商。有业内人士指出，这意味着英伟达和英诺赛科正式达成深度合作。8 月1日晚间，英诺赛科证实，公司已于近日与英伟达达成合作，联合推动800 VDC（800伏直流）电源架 构在AI数据中心的规模化落地。 值得关注的是，今年5月份，美国的氮化镓（GaN）功率芯片企业纳微半导体宣布与英伟达就下一代 800V高压直流供电架构展开合作的消息传开后，股价上涨超280%。 放量大涨 8月1日盘中，港股英诺赛科直线拉升，股价最高触及72港元/股，涨幅一度达到63.64%。截至收盘，股 价上涨30.91%报57.6港元/股，总市值为515亿港元。英诺赛科全天成交额超过42亿港元，较前一个交易 日放量超1800%。 近日，英伟达（NVIDIA）官网更新800V直流电源架构合作商名录，英诺赛科入选为芯片供应商，双方 将携手推动800V直流（800 V ...

Core Viewpoint - InnoCare (stock code: 2577) announced a financing plan through the placement of new H shares, aiming to raise approximately HKD 550 million, with net proceeds expected to be around HKD 540 million after expenses [1] Group 1: Financing Details - The company plans to issue 13,584,000 new H shares at a placement price of HKD 40.50, representing a discount of about 8.9% compared to the previous trading day's closing price of HKD 44.45 [1] - The placement price also reflects a discount of approximately 3.0% compared to the average closing price over the last five trading days [1] - The new shares will account for approximately 1.54% of the existing issued share capital and about 1.52% of the enlarged share capital upon completion [1] Group 2: Use of Proceeds - Approximately HKD 270 million of the proceeds will be allocated for product upgrades and the development of new application technologies [1] - Around HKD 140 million will be used to repay existing interest-bearing bank debts [1] - Another HKD 140 million is designated for working capital and general operational purposes [1] Group 3: Completion Timeline - The issuance is expected to be completed on the first trading day after the fulfillment or waiver of placement conditions, but no later than five days after the placement agreement date or another date agreed upon in writing with the placement agent [1]

Core Viewpoint - Navitas Semiconductor is transitioning its GaN wafer supply from TSMC to PSMC due to TSMC's planned cessation of GaN product manufacturing by July 2027, establishing a strategic partnership with PSMC to ensure continued production and innovation in GaN technology [2][3]. Group 1 - Navitas Semiconductor's sole GaN wafer supplier, TSMC, will terminate production by July 2027, prompting the need for a new supply chain [2]. - Navitas has partnered with PSMC to utilize its 8-inch GaN production line in Hsinchu, Taiwan, with the first devices expected to complete certification by Q4 2025 [2]. - The 100V series is set for initial production in H1 2026, while the 650V devices will transition from TSMC to PSMC over the next 12-24 months [2]. Group 2 - PSMC's General Manager, Zhu Xianguo, expressed excitement about the upcoming mass production and the long-standing collaboration with Navitas in GaN technology [3]. - The production at the 180nm process node on an 8-inch silicon-based GaN platform will enhance power density, speed, efficiency, and cost control [3].