INNOSCIENCE (02577) saw its shares surge more than 12% during the trading session. As of the time of writing, the stock was up 9.15%, trading at HKD 73.95, with a turnover of HKD 466 million. On the news front, as the AI arms race enters a new phase, NVIDIA is leading a global, unprecedented "revolution" in power supply architecture for data centers: shifting the voltage standard from traditional alternating current to 800-volt direct current. NVIDIA has recently announced over ten partners, including CoreWeave and Oracle, aiming to prepare for the 800V DC power architecture and ultra-high-density computing environments where single-rack power density reaches 1 megawatt. It is reported that INNOSCIENCE previously reached a cooperation with NVIDIA to jointly support the implementation of the 800 VDC power architecture, providing key technical support for the continued evolution of the next-generation GPU roadmap. China Post Securities pointed out that the company's gallium nitride (GaN) products precisely meet the core demands across multiple sectors. In the AI and data center fields, the 48V-12V application based on 100V GaN has entered the mass production stage. In the humanoid robot mass production inaugural year, the company is cooperating with several leading robotics companies and has achieved the world's first mass production and shipment of robot joint motors and dexterous hand drive solutions equipped with GaN chips, bringing more efficient and compact power solutions to the humanoid robot industry. In the new energy automotive electronics sector, products applied in scenarios such as LiDAR and onboard chargers (OBC) maintain rapid growth. The company is consolidating its advantages in the consumer electronics end while simultaneously expanding into markets such as home appliances and residential energy storage, achieving application breakthroughs and scale expansion across multiple tracks.
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