On May 26, InnoScience rose 8.52% in regular trading, trading at 72.7 HKD/share, with trading volume of approximately 105 million HKD. The surge came amid a broad semiconductor sector rally fueled by NVIDIA's blowout quarterly results and bullish AI infrastructure spending outlook.
On the news front, NVIDIA reported net profit growth of 211% and guided next-quarter revenue to 91 billion USD, reinforcing the massive AI data center buildout narrative. CMBI International subsequently issued a research note highlighting InnoScience as a key domestic beneficiary of global AI infrastructure capex expansion, alongside optical module and PCB peers. The semiconductor sector rallied sharply, with HUA HONG SEMI up 16.99%, SMIC up 12.77%, and GIGADEVICE up 7.97%.
InnoScience holds a unique position as the only Chinese domestic supplier on NVIDIA's 800V high-voltage DC architecture supply chain, providing full-link GaN power solutions for AI data centers. The company has secured long-term contracts with capacity largely sold out through 2028. After prior correction driven by H-share full circulation supply concerns and profit-taking, the stock is experiencing a strong technical recovery supported by fundamental catalysts.
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