Core Viewpoint - InnoCare (02577) has seen a significant stock price increase, rising over 16% towards the end of trading, with a current price of 91.85 HKD and a trading volume of 1.257 billion HKD, following news of its collaboration with NVIDIA and upcoming mid-term performance review [1] Company Summary - InnoCare plans to hold a board meeting on August 28 to consider and approve its mid-term performance [1] - On August 1, InnoCare officially responded to rumors regarding its collaboration with NVIDIA, confirming a partnership to promote the large-scale implementation of 800VDC power architecture in AI data centers [1] - On August 18, InnoCare announced the full launch of its third-generation (Gen3) 700V enhanced GaN power device series [1] Industry Summary - CICC recently released a research report indicating that the AI server power supply market is expected to become a trillion-yuan market, with rapid growth anticipated between 2025E-2027E [1] - The market size for modules/chips is projected to have a CAGR of 110%/67%, with key benefiting segments concentrated in PSU, PDU, BBU, and DC-DC (PDB+VRM) devices [1] - With the penetration of GaN/SiC technologies, the implementation of 800V HVDC+SST architecture, and the widespread adoption of smart power management, leading manufacturers are expected to see an increase in market share and performance, while second-tier manufacturers may benefit from overflow orders [1]

Group 1 - InnoLux (02577) saw its stock price rise over 6% in early trading, currently up 4.71% at HKD 79, with a trading volume of HKD 339 million [1] - On August 1, InnoLux officially responded to rumors regarding a partnership with NVIDIA, announcing a collaboration to promote the large-scale implementation of 800VDC power architecture in AI data centers [1] - On August 18, InnoLux launched its third-generation (Gen3) 700V enhanced GaN power device series [1] Group 2 - InnoLux plans to hold a board meeting on August 28 to consider and approve its interim results [1] - Analysts from Yongxing Securities noted that the high power consumption of AI server clusters drives the industry's pursuit of reduced power consumption, and InnoLux's GaN devices in collaboration with NVIDIA are expected to continuously integrate into the supply chain, fostering the development of related industries such as GaN and SiC [1] - Jefferies stated that InnoLux's inclusion in NVIDIA's list of 800V DC power suppliers is significant for both GaN technology and InnoLux [1]

Core Viewpoint - InnoLux (02577) has officially announced a partnership with NVIDIA to promote the large-scale implementation of 800VDC power architecture in AI data centers, which is expected to drive growth in the related supply chain [1][1]. Company Summary - InnoLux's stock price increased by over 6% in early trading, currently up 4.71% at HKD 79, with a trading volume of HKD 339 million [1]. - The company launched its third-generation (Gen3) 700V enhanced GaN power device series on August 18 [1]. - A board meeting is scheduled for August 28 to consider and approve the interim results [1]. Industry Summary - According to Yongxing Securities, the high power consumption of AI server clusters necessitates a focus on reducing power consumption, which is a common goal in the industry [1]. - The collaboration between InnoLux's GaN devices and NVIDIA is expected to continuously introduce new power devices into the supply chain, fostering the development of related industries such as GaN and SiC [1]. - Jefferies highlighted that InnoLux's inclusion in NVIDIA's 800V DC power supplier list is significant for both GaN technology and InnoLux [1].