港股市场今日传来喜讯，英诺赛科（02577）股价盘中大涨10.45%，引发投资者广泛关注。这一显著涨幅背后，与公司近期在高端技术领域取得的重大突破密切相关。
据悉，英诺赛科已于近日与全球人工智能技术领导者英伟达（NVIDIA）达成战略合作，共同推动800VDC（800伏直流）电源架构在AI数据中心的规模化应用。这一全新架构是英伟达专门为未来高效供电的兆瓦级计算基础设施设计的新一代电源系统。相较于传统的54V电源，800VDC架构在系统效率、热损耗和可靠性方面具有显著优势，有望支持AI算力提升100至1000倍。
作为全球最大的氮化镓IDM公司，英诺赛科在此次合作中扮演着关键角色。公司拥有自主研发的8英寸GaN-on-Si量产线，产品良率超过95%，在产能和成本方面具有强劲的竞争力。英诺赛科的第三代GaN器件效率高达98.5%，能够适配15~1200V全电压场景，实现低中高压DC-DC全覆盖。这些优势使英诺赛科成为推动英伟达800VDC架构落地的核心合作伙伴，有望为数据中心降低20~30%能耗，减少碳排放，并节省40%空间。市场分析人士认为，这一合作将为英诺赛科开启新的增长机遇，有望推动公司在高端半导体领域取得更大突破。
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