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CMBI Reiterates Buy on INNOSCIENCE (02577.HK), Says Recent Fundamentals Remain Intact
Recommend 7 Positive 7 Negative 5 |
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CMBI issued a report noting that market research firm SemiAnalysis recently published an article discussing potential deployment delays of Co-Packaged Optics (CPO) and NVIDIA Corporation (NVDA.US)'s native single-ended 800VDC architecture, triggering market debate and putting pressure on AI infrastructure-related stocks. However, the broker believes the report should be interpreted as a reset in timing rather than a reset in demand. The broker further pointed out that potential delays in 800VDC deployment should be distinguished from the broader adoption of high-voltage direct current (HVDC). Market concerns are mainly focused on NVIDIA Corporation (NVDA.US)'s native single-ended 800VDC architecture. If the foundational Rubin platform does not require it, near-term adoption may slow. Nevertheless, the deployment of ±400VDC for hyperscale data center ASIC platforms remains on track. For INNOSCIENCE (02577.HK), its near-term opportunities are more closely tied to ±400VDC applications on the hyperscale data center ASIC side (for example, its cooperation with Google), rather than solely relying on NVIDIA Corporation (NVDA.US)'s single-ended 800VDC. Therefore, any potential delay in NVIDIA Corporation (NVDA.US)'s 800VDC timeline does not change the broker’s view on INNOSCIENCE (02577.HK)'s gallium nitride (GaN) opportunities in AI data centers (AIDC). CMBI reiterated its Buy ratings on INNOSCIENCE (02577.HK) and ZHONGJI INNOLIGHT (300308.SZ), citing intact recent fundamentals. (ad/j) Auto-translated by AI This article was automatically translated by AI, the original language version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. More Details
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