Understanding the Market | INNOSCIENCE rises nearly 6% again, the company is a global leader in GaN power chips and has successfully entered the NVIDIA supply chain
INNOSCIENCE rose nearly 6% again, as of the time of writing, up 4.51%, reported at HKD 68.35, with a transaction volume of HKD 616 million. On the news front, on August 1st, NVIDIA's official website updated the list of partners for the 800V DC power architecture, with INNOSCIENCE being the only domestic chip company selected among NVIDIA's partners. The collaboration will promote the large-scale application of this architecture in AI data centers, increasing the computing power density of a single machine room by over 10 times and breaking through 300kW in power density per cabinet, helping global AI data centers enter the megawatt power supply era. Aijian Securities pointed out that HVDC empowers the next generation of data center power supply. As HVDC power is applied to the new generation of data centers, the power system's requirements for high voltage and high current in power semiconductors are further enhanced, which also accelerates the application pace of third-generation semiconductor GaN chips. The firm noted that INNOSCIENCE is the world's first company to achieve mass production of 8-inch silicon-based GaN wafers, ranking first among global GaN power semiconductor companies in 2023. The company has currently established strategic cooperation with traditional power chip giants in Europe and the United States to promote the large-scale application of GaN chips in consumer electronics, automotive electronics, and other fields
According to Zhitong Finance APP, INNOSCIENCE (02577) has risen nearly 6% again, and as of the time of writing, it is up 4.51%, trading at HKD 68.35, with a transaction volume of HKD 616 million.
On the news front, on August 1st, NVIDIA's official website updated the list of partners for the 800V DC power supply architecture, and INNOSCIENCE is the only domestic chip company selected among NVIDIA's partners this time. The cooperation between the two parties will promote the large-scale application of this architecture in AI data centers, increasing the computing power density of a single machine room by more than 10 times and breaking through 300kW in power density per cabinet, helping global AI data centers enter the megawatt-level power supply era.
Aijian Securities pointed out that HVDC empowers the power supply of the next generation of data centers. As HVDC power is applied to the new generation of data centers, the power system's requirements for high voltage and high current in power semiconductors have further increased, which has also accelerated the application pace of third-generation semiconductor GaN chips. The firm noted that INNOSCIENCE is the world's first company to achieve mass production of 8-inch silicon-based GaN wafers, ranking first among global GaN power semiconductor companies in 2023. The company has currently established strategic cooperation with traditional power chip giants in Europe and the United States to promote the large-scale application of GaN chips in consumer electronics, automotive electronics, and other fields
