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港股异动 | 英诺赛科(02577)早盘涨超6% 公司近期利好频出 富瑞指其进入英伟达供应链意义重大
Zhi Tong Cai Jing· 2025-08-22 02:57
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]
港股异动 | 英诺赛科(02577)再涨近8% 公司为全球最大的氮化镓IDM公司 近日成为英伟达800V直流电源合作商
智通财经网· 2025-08-07 02:40
Group 1 - InnoLux (02577) has seen a significant stock increase, rising nearly 8% and currently trading at 67.4 HKD with a transaction volume of 717 million HKD [1] - The company has officially announced a partnership with NVIDIA to promote the large-scale implementation of the 800VDC power architecture in AI data centers, which is designed for high-efficiency power supply in megawatt-level computing infrastructure [1] - The new power system offers significant advantages over traditional 54V systems in terms of efficiency, thermal loss, and reliability, enabling a 100 to 1000 times increase in AI computing power [1] Group 2 - Jefferies has released a report highlighting the importance of InnoLux joining NVIDIA's 800V DC power supplier list, particularly for Gallium Nitride (GaN) technology [2] - GaN is identified as a promising power semiconductor in consumer electronics, electric vehicles, and renewable energy sectors, with InnoLux being the largest GaN IDM company globally [2] - As a Chinese company, InnoLux is positioned advantageously in the largest potential GaN market, with Chinese OEMs producing about 55% of the world's smartphones, which will accelerate the adoption of GaN-based fast charging technology [2] - InnoLux plans to increase its production capacity sixfold by 2028, which is expected to significantly reduce costs and drive industry adoption [2]