INNOSCIENCE (02577) saw its shares rise more than 5% during the trading session. At the time of writing, the stock was up 3.33%, trading at HK$62, with a turnover of HK$245 million. The movement follows reports that Google plans to unveil its new generation of custom AI chips, Tensor Processing Units (TPUs), at the upcoming Google Cloud Next conference in Las Vegas this week. Amin Vahdat, who leads Google's AI infrastructure and chip development efforts, declined to comment on plans for an inference chip designed to accelerate AI output speed but indicated that more information would likely be shared in the "relatively near future." This development signals a structural shift in the global AI computing race—from a focus primarily on model training toward large-scale inference as the dominant task. TPUs serve as the core of AI computation, while Gallium Nitride (GaN) acts as the critical power component enabling efficient power supply for TPU clusters, together supporting high-performance, low-power AI infrastructure. INNOSCIENCE recently disclosed its 2025 performance report, showing revenue from sales of GaN modules increased to RMB 446.2 million in 2025, up 142.6% year-over-year from RMB 183.9 million in 2024. This growth was primarily driven by the launch of a new generation of modules, which further expanded the company's technological and cost advantages in relevant sectors. The company has broadly expanded its application fields, completing strategic positioning in key areas and advancing GaN technology from single-scenario use toward comprehensive empowerment across various industries.