英诺赛科大涨逾15%！受益于纳微与英伟达合作电力架构

老虎资讯综合

May 22, 2025

5月22日，英诺赛科大涨15%，公司从事氮化镓功率半导体产品销售业务，报道指纳微半导体与英伟达合作中氮化镓和碳化硅技术将发挥关键作用；其它半导体板块跟随走高，华虹半导体、上海复旦、黑芝麻智能涨超2%。

消息面上，纳微半导体美股盘后暴涨超200%。当地时间5月21日，纳微半导体宣布与英伟达合作开发下一代800伏高压直流（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。据悉，纳微半导体专注于下一代功率半导体技术，致力于开发高性能的氮化镓（GaN）和碳化硅（SiC）功率器件。纳微半导体的氮化镓和碳化硅技术可在一定程度上大幅提升“Kyber”机架级系统的能效比、散热管理和系统可靠性，将在与英伟达的合作中发挥关键作用。

公开资料显示，英诺赛科是一家致力于第三代半导体硅基氮化镓（GaN-on-Si）研发与产业化的高新技术企业，采用IDM模式，集芯片设计、外延生长、芯片制造、封测于一体。该公司上月发布了自主开发的1200V氮化镓(GaN)产品，该款产品凭借宽禁带特性，在高压高频场景优势显著，具备零反向恢复电荷的核心优势，有助于进一步推动能源转换系统的效率提升和小型化，可广泛应用于新能源汽车、工业以及AI数据中心等领域。

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Benefiting from the cooperation between Navitas and Nvidia in power architecture","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/fc3c8f137c4768534de3e616eeaebf9b","symbols_score_info":{"159582":1,"YANG":1,"HSTECH":1,"HSCEI":1,"07226":1,"02577":1},"content_text":"5月22日，英诺赛科大涨15%，公司从事氮化镓功率半导体产品销售业务，报道指纳微半导体与英伟达合作中氮化镓和碳化硅技术将发挥关键作用；其它半导体板块跟随走高，华虹半导体、上海复旦、黑芝麻智能涨超2%。消息面上，纳微半导体美股盘后暴涨超200%。当地时间5月21日，纳微半导体宣布与英伟达合作开发下一代800伏高压直流（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。据悉，纳微半导体专注于下一代功率半导体技术，致力于开发高性能的氮化镓（GaN）和碳化硅（SiC）功率器件。纳微半导体的氮化镓和碳化硅技术可在一定程度上大幅提升“Kyber”机架级系统的能效比、散热管理和系统可靠性，将在与英伟达的合作中发挥关键作用。公开资料显示，英诺赛科是一家致力于第三代半导体硅基氮化镓（GaN-on-Si）研发与产业化的高新技术企业，采用IDM模式，集芯片设计、外延生长、芯片制造、封测于一体。该公司上月发布了自主开发的1200V氮化镓(GaN)产品，该款产品凭借宽禁带特性，在高压高频场景优势显著，具备零反向恢复电荷的核心优势，有助于进一步推动能源转换系统的效率提升和小型化，可广泛应用于新能源汽车、工业以及AI数据中心等领域。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}