智通财经APP获悉，英诺赛科(02577)午前涨超7%，截至发稿，涨7.06%，报65.95港元，成交额1.39亿港元。
消息面上，英诺赛科此前宣布，旗下氮化镓功率芯片已完成谷歌AI硬件平台的重要设计导入，并签订合规供货协议，此举标志着英诺赛科正式跻身谷歌AI服务器与数据中心供应链。市场分析指出，英诺赛科此时深度切入，意在抢占未来数据中心电源高压直流升级的战略制高点。
值得关注的是，氮化镓在AI服务器电源中的应用渗透率有望快速提升。相关预测显示，该比例或将从2025年的约15%，提升至2027年的40%以上，市场空间持续扩大。围绕头部客户，英诺赛科正联合电源厂商及服务器ODM企业，推动氮化镓电源方案在数据中心场景中的规模化落地。
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