纳微半导体(NVTS)在夜盘交易中再次出现大幅上涨,股价攀升5.08%。这延续了该股当日的强劲表现,早些时候该股已经大涨13%。
此次涨势主要源于纳微半导体与英伟达(NVIDIA)的重大合作消息。据报道,纳微半导体于5月21日宣布与英伟达合作开发下一代800V高压直流(HVDC)架构,为包括Rubin Ultra在内的GPU提供支持的"Kyber"机架级系统供电。
在这项合作中,纳微半导体的氮化镓和碳化硅技术将发挥关键作用。分析人士认为,这次合作可能成为纳微半导体发展的转折点,该公司有望成为英伟达未来AI芯片产线的重要合作伙伴。这一战略合作不仅彰显了纳微半导体在高压直流技术领域的实力,也为公司未来在人工智能和高性能计算领域的发展打开了新的机遇之窗。
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