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港股异动 | 英诺赛科涨超7%，成英伟达800V电源合作商，系全球最大氮化镓IDM公司

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10:57","market":"sh","language":"zh","title":"港股异动 | 英诺赛科涨超7%，成英伟达800V电源合作商，系全球最大氮化镓IDM公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2557582726","media":"智通财经","summary":"8月7日，$英诺赛科$盘中涨超7%， 公司为全球最大的氮化镓IDM公司，近日成为英伟达800V直流电源合作商。消息面上，8月1日，英诺赛科正式回应与$英伟达$合作的相关传闻。富瑞发布研报称，英诺赛科加入英伟达800V直流电源供应商名单，对氮化镓和英诺赛科意义重大。该行指出，氮化镓是消费电子、电动车及新能源等领域中最有前景的电力半导体，而英诺赛科是全球最大的氮化镓IDM公司。","content":"<html><head></head><body><p>8月7日，<a href=\"https://laohu8.com/S/02577\">英诺赛科</a>盘中涨超7%， 公司为全球最大的氮化镓IDM公司，近日成为英伟达800V直流电源合作商。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1866f0b0f163e03c9c3394d3202a4f34\" tg-width=\"910\" tg-height=\"442\"/></p><p>消息面上，8月1日，英诺赛科正式回应与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>合作的相关传闻。公告称，公司已于近日与全球AI技术领导者NVIDIA(英伟达)达成合作，联合推动800VDC(800伏直流)电源架构在AI数据中心的规模化落地。该架构是英伟达针对未来高效供电兆瓦级计算基础设施而专门设计的新一代电源系统，相比传统54V电源，在系统效率、热损耗和可靠性方面具有显著优势，可支持AI算力100-1000倍的提升。</p><p>富瑞发布研报称，英诺赛科加入英伟达800V直流电源供应商名单，对氮化镓(GaN)和英诺赛科意义重大。该行指出，氮化镓(GaN)是消费电子、电动车及新能源等领域中最有前景的电力半导体，而英诺赛科是全球最大的氮化镓IDM公司。该行提及，英诺赛科作为中国公司，具有很大优势，因为中国是最大的潜在氮化镓市场，而中国原始设备制造商(OEM)生产全球约55%的智能手机，其快速采用基于氮化镓的快速充电技术，相信有助英诺赛科扩大规模，并认为中国将在电动车的氮化镓采用中扮演关键角色。此外，英诺赛科计划至2028年将产能提高六倍，可迅速降低成本并推动行业采用。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 英诺赛科涨超7%，成英伟达800V电源合作商，系全球最大氮化镓IDM公司</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1326662.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7ed81b1e72df2f2f0f21497fe08eaed","relate_stocks":{"IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","BK4587":"ChatGPT概念","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) 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