INNOSCIENCE Surges Over 7% Again as HVDC's Role in AI Data Center Power Supply Expected to Grow

Stock News05-14

INNOSCIENCE (02577) rose more than 7% again. As of the time of writing, the stock was up 4.07% to HK$87, with a turnover of HK$1.475 billion. On the news front, NVIDIA has established the 800V High Voltage Direct Current (HVDC) architecture as the core power supply solution for next-generation AI factories at its 2025 Technology Conference. Industrial Securities pointed out that against the backdrop of increasing server power, the proportion of HVDC in AI data center power supplies is expected to gradually rise. Public information shows that INNOSCIENCE is the only domestic Chinese company on NVIDIA's 800V system supplier list and has recently successfully supplied products to Google. The monthly production capacity of its 8-inch gallium nitride wafer production line has increased from 13,000 to 20,000 pieces. Soochow Securities stated that with the continuous increase in GaN penetration in data centers and the humanoid robot field, the company's performance is expected to maintain a strong growth trend.

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