Understanding the Market | INNOSCIENCE surged over 20% in the closing hours, becoming a supplier of NVIDIA's 800V architecture. Institutions are optimistic about the development prospects of GaN
INNOSCIENCE surged over 20% in the late trading session, reaching a high of HKD 83.4, setting a new record since its listing. As of the time of publication, it rose 17.31%, trading at HKD 81, with a transaction volume of HKD 1.647 billion. On the news front, on August 1st, NVIDIA updated its list of partners for the 800V DC power architecture, with INNOSCIENCE being the only domestic chip company selected as a partner. The collaboration between the two parties will promote the large-scale application of this architecture in AI data centers, increasing the computing power density in 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-level power supply era. Yongxing Securities pointed out that due to the high power consumption of AI server clusters, reducing power consumption is a common goal of the industry. With INNOSCIENCE's GaN devices collaborating with NVIDIA, we believe that new power devices are expected to continue to be integrated into the supply chain, driving the continuous development of related industrial chains, such as GaN and SiC, and we are optimistic about related investment opportunities. The industry believes that NVIDIA chose INNOSCIENCE as its core partner mainly because of the latter's comprehensive advantages in the IDM full chain from substrate, epitaxy, chip design to packaging and testing, possessing "technology + capacity + service" comprehensive strength
According to Zhitong Finance APP, INNOSCIENCE (02577) surged over 20% in late trading, reaching a new high of HKD 83.4. As of the time of writing, it has risen 17.31% to HKD 81, with a trading volume of HKD 1.647 billion.
On the news front, on August 1st, NVIDIA updated its list of 800V DC power architecture partners, with INNOSCIENCE being the only domestic chip company selected as a partner. The collaboration 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 over 10 times and breaking through 300kW in power density per cabinet, helping global AI data centers enter the megawatt power supply era.
Yongxing Securities pointed out that due to the high power consumption of AI server clusters, reducing power consumption is a common goal of the industry. With the cooperation of INNOSCIENCE's GaN devices and NVIDIA, we believe that new power devices are expected to continue to be integrated into the supply chain, driving the continuous development of related industrial chains, such as GaN and SiC, and we are optimistic about related investment opportunities. The industry believes that NVIDIA chose INNOSCIENCE as its core partner mainly because of the latter's comprehensive advantages in IDM across the entire chain from substrate, epitaxy, chip design to packaging and testing, possessing a comprehensive strength of "technology + capacity + service."
