港股异动 | 英诺赛科涨超36%，股价创历史新高！携手英伟达推进800VDC电源在AI数据中心落地
8月4日，英诺赛科盘中涨超36%，连续第二个交易日涨超30%。股价创历史新高。消息面上，公司宣布与英伟达达成合作，联合推动800 VDC电源架构在AI数据中心的规模化落地。
8月1日晚间，英诺赛科发布公告，正式回应与英伟达合作的相关传闻。公告称，公司已于近日与全球AI技术领导者NVIDIA(英伟达)达成合作，联合推动800VDC(800伏直流)电源架构在AI数据中心的规模化落地。该架构是英伟达针对未来高效供电兆瓦级计算基础设施而专门设计的新一代电源系统，相比传统54V电源，在系统效率、热损耗和可靠性方面具有显著优势，可支持AI算力100-1000倍的提升。
东方证券指出，从市场份额来看，2023年英诺赛科在全球氮化镓功率器件市场份额达31%，稳居全球第一。近年来英诺赛科产能持续释放，较高的产能是公司市场竞争地位的重要保障。目前公司正加速其8英寸氮化镓晶圆产能的扩张。公司计划将当前每月13000片的产能提升至2025年底的20000片，长远目标是未来五年内将月产能进一步扩大至70000片。
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