港股英诺赛科（02577）今日盘中大涨38.52%，股价创3月以来新高，引发市场广泛关注。
消息面上，英伟达（NVIDIA）官网于8月1日更新了800V直流电源架构合作商名录，英诺赛科成为本次入选英伟达合作伙伴中唯一的中国芯片企业。这标志着双方正式达成深度合作，共同推动800V直流（800 VDC）电源架构在AI数据中心的规模化应用。此次合作预计将使单机房算力密度提升10倍以上，助力单机柜功率密度突破300kW，推动全球AI数据中心正式迈入兆瓦级供电时代。
分析人士指出，英诺赛科的IDM全链优势是其被英伟达选中的关键因素。公司拥有自主研发的8英寸GaN-on-Si量产线，良率达95%以上，产能居行业首位。其第三代GaN器件高频效率达98.5%，支持15V-1200V全电压场景。此外，英诺赛科近期完成5.43亿港元的配股，将用于解决未来资金需求，支持产能扩张和业务发展。市场预计，随着800 VDC架构的规模化落地，将为英诺赛科带来新的增长机遇。
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