纳微半导体（NVTS）周二夜盘交易中股价大涨5.08%，引起投资者广泛关注。此次股价上涨主要源于该公司与英伟达（NVIDIA）达成的重要合作。
据悉，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。在这一合作中，纳微半导体的氮化镓（GaN）和碳化硅（SiC）技术将发挥关键作用。这项合作标志着纳微半导体在高性能计算和人工智能领域取得重大突破。
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。作为英伟达未来AI芯片产线的潜在关键合作伙伴，纳微半导体有望在快速增长的人工智能和高性能计算市场中占据重要地位。这不仅有助于提升公司的市场地位，还可能带来可观的收入增长，从而推动股价上涨。投资者对此反应积极，促使纳微半导体股价在夜盘交易中出现显著上涨。
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