On June 25, Novosense (02676.HK) rose 5.45% in regular trading, reaching 223.2 HKD per share, with turnover of approximately 44.41 million HKD. This marks the stock's continued upward momentum following gains earlier in the week.

On the news front, Infineon's ban on GaN power device sales combined with South Korea's 750 billion KRW national investment in SiC/GaN power semiconductor development has intensified domestic substitution expectations across the supply chain. As China's leading isolated gate driver chip maker, Novosense is deeply partnered with top GaN manufacturers including Innoscience, positioning the company at the critical junction of AI server 800V high-voltage power systems and new energy vehicle powertrain architectures. Additionally, the company recently launched discrete and integrated isolated power solutions tailored for high-power AI server scenarios, and announced the adoption of an H-share plan and A-share restricted stock incentive plan covering 528 core personnel.

Within the Semiconductor sector, SMIC rose 3.01%, Hua Hong Grace rose 2.60%, GigaDevice rose 9.58%, Montage Technology rose 6.88%, while Innoscience fell 2.31%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)