INNOSCIENCE's stock price surged 8.23% during intraday trading on Tuesday, as the semiconductor sector experienced a broad rally.
The sharp rise followed NVIDIA's blowout quarterly results, which showed 211% net profit growth and next-quarter revenue guidance of $91 billion, reinforcing the massive AI data center buildout narrative. CMBI International highlighted INNOSCIENCE as a key domestic beneficiary of global AI infrastructure capital expenditure expansion.
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, supporting fundamental recovery after prior corrections.