Nvidia Names InnoScience as Supplier, Shares Surge 64% in Hong Kong

InnoScience Suzhou Technology Holding Co., a Chinese chipmaker, surged 64% in Hong Kong after being identified by Nvidia as a supplier. Nvidia updated its silicon partner list, naming InnoScience as a supplier for its 800 V HVDC architecture, along with Analog Devices, ON Semiconductor, and Renesas Electronics. InnoScience is the only China-based company on the list.

InnoScience Suzhou Technology Holding Co. experienced a significant rise in Hong Kong on Friday, surging as much as 64% after being identified as a supplier by Nvidia Corp. [1]. This increase follows Nvidia's update to its silicon partner list, which now includes InnoScience for its 800 V HVDC architecture, along with Analog Devices Inc., ON Semiconductor Corp., and Renesas Electronics Corp. [1].

Nvidia's updated list, compared to an archived version from July 22, highlights the company's growing demand for high-performance chips to support the burgeoning power requirements of AI infrastructure. InnoScience is the only China-based company among the newly named suppliers, underscoring the growing importance of Chinese chipmakers in the global semiconductor market [1].

ON Semiconductor, another notable addition to the list, has also been collaborating with Nvidia to accelerate the transition to 800 VDC power solutions for next-generation AI data centers. This collaboration aims to unlock breakthroughs in efficiency and power density, driven by the new power distribution systems required for these high-voltage architectures [2].

The surge in InnoScience's stock price reflects investor confidence in the company's ability to meet the demanding power requirements of modern AI infrastructure. As Nvidia continues to expand its AI data center capabilities, the inclusion of InnoScience as a supplier signals a strategic move to bolster its supply chain with high-quality, innovative components [1].

References:
[1] https://www.bloomberg.com/news/articles/2025-08-01/china-s-innoscience-rises-64-after-named-as-nvidia-supplier
[2] https://www.onsemi.com/company/news-media/press-announcements/en/onsemi-collaborates-with-nvidia-to-accelerate-transition-to-800-vdc-power-solutions-for-next-generation-ai-data-centers