Understanding the Market | INNOSCIENCE rose over 6% in early trading, with the company recently announcing multiple positive developments. Credit Suisse pointed out that its entry into the NVIDIA supply chain is of significant importance

Zhitong
2025.08.22 02:52
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INNOSCIENCE rose over 6% in early trading, and as of the time of writing, it is up 4.71%, priced at HKD 79, with a transaction volume of HKD 339 million. On the news front, on August 1st, INNOSCIENCE officially responded to rumors regarding its collaboration with NVIDIA. The announcement stated that the company has recently reached a partnership with global AI technology leader NVIDIA to jointly promote the large-scale implementation of the 800VDC (800 Volt Direct Current) power architecture in AI data centers. On August 18th, INNOSCIENCE announced the official launch of its third-generation (Gen3) 700V enhanced gallium nitride (GaN) power device series. INNOSCIENCE plans to hold a board meeting on August 28th to consider and approve its interim results. Yongxing Securities pointed out that due to the high power consumption of AI server clusters, reducing power consumption is a common pursuit in 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. Jefferies also stated that INNOSCIENCE's inclusion in NVIDIA's list of 800V DC power suppliers is significant for gallium nitride (GaN) and INNOSCIENCE

According to Zhitong Finance APP, INNOSCIENCE (02577) rose over 6% in early trading, and as of the time of writing, it is up 4.71%, priced at HKD 79, with a transaction volume of HKD 339 million.

In terms of news, on August 1, INNOSCIENCE officially responded to rumors regarding its collaboration with NVIDIA. The announcement stated that the company has recently reached a partnership with global AI technology leader NVIDIA to jointly promote the large-scale implementation of the 800VDC (800-volt direct current) power architecture in AI data centers. On August 18, INNOSCIENCE announced the official launch of its third-generation (Gen3) 700V enhanced gallium nitride power device series. INNOSCIENCE plans to hold a board meeting on August 28 to consider and approve its interim results.

Yongxing Securities pointed out that due to the high power consumption of AI server clusters, reducing power consumption is a common pursuit in 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. Jefferies also stated that INNOSCIENCE's inclusion in NVIDIA's list of 800V DC power suppliers is significant for gallium nitride (GaN) and INNOSCIENCE

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