INNOSCIENCE (02577) surged over 7% during the trading session. At the time of writing, the stock was up 4.67%, trading at HKD 87.50 with a turnover of HKD 1.707 billion.

NVIDIA has designated the 800V High Voltage Direct Current (HVDC) architecture as the core power supply solution for next-generation AI factories at its 2025 technology conference. Industrial Securities noted that against the backdrop of increasing server power, the proportion of HVDC in AI data center power supplies is expected to gradually rise.

Public information shows that INNOSCIENCE is the only domestic Chinese company on NVIDIA's supplier list for its 800V system and has recently begun supplying Google successfully. The company has increased the monthly production capacity of its 8-inch gallium nitride (GaN) wafer line from 13,000 to 20,000 wafers. Soochow Securities stated that with the continuous increase in GaN penetration in data centers and humanoid robotics, the company's performance is expected to maintain a strong growth trajectory.