INNOSCIENCE (02577) surged over 20% in late trading, reaching a high of HK$83.4, setting a new listing record. As of press time, the stock was up 17.31% at HK$81, with trading volume of HK$1.647 billion.
On the news front, NVIDIA's official website updated its 800V DC power architecture partner directory on August 1st, with INNOSCIENCE being the only domestic chip company selected among NVIDIA's partners in this update. The collaboration between the two companies will drive large-scale applications of this architecture in AI data centers, enabling single server room computing power density to increase by more than 10 times and single cabinet power density to exceed 300kW, helping global AI data centers enter the megawatt-level power supply era.
Securities analysts point out that due to the high power consumption of AI server clusters, reducing power consumption is a common pursuit across the industry. With INNOSCIENCE's GaN devices collaborating with NVIDIA, new power devices are expected to be continuously integrated into the supply chain, driving the continuous development of related industrial chains such as GaN and SiC, and investment opportunities in related sectors are viewed favorably.
Industry observers believe that NVIDIA's selection of INNOSCIENCE as its core partner is mainly due to the latter's comprehensive IDM (Integrated Device Manufacturer) advantages spanning from substrate and epitaxy to chip design, packaging and testing, possessing comprehensive capabilities in "technology + capacity + service."
免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。