周一盘中，英诺赛科（02577）股价大涨5.30%，引起市场广泛关注。
消息面上，英诺赛科于近日宣布与全球人工智能技术领导者英伟达（NVIDIA）达成合作，共同推动800VDC（800伏直流）电源架构在人工智能数据中心的规模化应用。这一新一代电源系统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，相较传统54V电源，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100-1000倍。
值得注意的是，英诺赛科是此次英伟达800V高压架构在中国大陆唯一的氮化镓（GaN）芯片供应商。作为全球氮化镓功率器件市场的领导者，英诺赛科在2023年的市场份额已达31%。公司正在加速扩张其8英寸氮化镓晶圆产能，计划将当前每月13000片的产能提升至2025年底的20000片，未来五年内的长期目标是将月产能进一步扩大至70000片。这一战略合作不仅彰显了英诺赛科的技术实力，也为公司未来在人工智能和高效能计算领域的发展奠定了基础。
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