On June 22, Novosense Micro rose 6.63% in regular trading, trading at HK$209.8/share, with turnover of HK$88.89 million.

On the news front, Infineon's ban on GaN power device sales, combined with Korea's massive 750 billion KRW national investment in SiC/GaN power semiconductors, has intensified global supply chain security concerns and accelerated domestic substitution demand. Novosense Micro, as China's leading isolated gate driver chip company, is deeply partnered with top GaN manufacturers such as Innoscience, strategically positioned in AI server 800V high-voltage power supplies and new energy vehicle powertrain systems. GaN driver orders are expected to materialize in concentrated fashion.

Additionally, NVIDIA and Google are accelerating mass production of 800V HVDC architecture for data centers, driving structural demand shifts toward isolation driver ICs. Within the Semiconductors sector, Innoscience rose 9.12%, GigaDevice rose 7.56%, Montage Technology rose 5.11%, SMIC rose 4.9%, and Hua Hong Grace rose 1.73%, indicating broad sector strength.

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