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港股異動丨英諾賽科一度大升超19.5% 第三代半導體行業迎來重磅合作
格隆匯 05-22 10:52

英諾賽科(2577.HK)一度大升超19.5%,最高觸及41港元,創月內新高。消息面上,納微半導體宣佈與英偉達合作開發下一代800伏高壓直流(HVDC)架構,為包括Rubin Ultra在內的GPU提供支持的“Kyber”機架級系統供電。納微半導體的氮化鎵和碳化硅技術可在一定程度上大幅提升“Kyber”機架級系統的能效比、散熱管理和系統可靠性。

而英諾賽科致力於第三代半導體硅基氮化鎵(GaN-on-Si)研發與產業化,上月發佈了自主開發的1200V氮化鎵(GaN)產品,在高壓高頻場景優勢顯著,具備零反向恢復電荷的核心優勢。

此外,國金證券發佈研報,首次覆蓋英諾賽科並給予“買入”評級,指公司在GaN行業保持領先的三大核心優勢:1)成本優勢;2)產能優勢;3)客户和技術優勢。公司的市佔率行業領先,IDM模式能夠更好的實現協同作用,未來有望率先受益於GaN滲透率的提升。(格隆匯)

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