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I服务器对氮化镓的需求,该行估计该市场将有100亿美元的TAM。英诺赛科与Nvidia合作,是唯一有能力提供完整氮化镓解决方案的供应商。英诺赛科拥有30%的市场占有率,应有210亿元人民币的潜在收入份额,该行上调预测及目标价至113.6港元,并重申“跑赢大市”评级。责任编辑:郝欣煜

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