On May 27, InnoScience rose 7.28% in regular trading, trading at 80.05 HKD/share, with trading volume of approximately 121 million HKD. The surge was driven by a confluence of two major catalysts: Huawei's formal release of the Tao Law on May 25 and a broad semiconductor sector rally fueled by NVIDIA's earnings beat.

Huawei's Tao Law proposes replacing traditional geometric scaling with time scaling as the new guiding principle for semiconductor evolution, with GaN identified as the core enabling material. The framework targets achieving performance equivalent to 1.4nm process technology by 2031 through logic folding and full-stack time-constant compression. InnoScience, as the world's leading 8-inch GaN-on-Si IDM manufacturer with 30% global market share, is positioned as the critical hardware enabler for Huawei's器件-level implementation of the Tao Law.

Simultaneously, InnoScience remains the sole Chinese supplier on NVIDIA's 800V high-voltage DC architecture vendor list, providing full-link GaN power solutions. Morgan Stanley estimates per-GW AI data center GaN value at $180 million. Within the semiconductor sector, HUA HONG SEMI rose 6.12%, GIGADEVICE rose 7.88%, MONTAGE TECH rose 7.66%, and SMIC rose 4.27%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)