HK Stock Market Move | BYD ELECTRONIC (00285) rose by over 5%. The company will become a supplier of power components for NVIDIA's new 800VDC AI server architecture.

BYD ELECTRONIC (00285) rose more than 5%, as of press time it rose 4.9%, to 40.66 Hong Kong dollars, with a turnover of 6.35 billion Hong Kong dollars. According to a research report released by Lyon, based on information from NVIDIA Corporation (NVDA.US), BYD ELECTRONIC will become the power component supplier for NVIDIA Corporation's new 800VDC AI server architecture, giving BYD ELECTRONIC the opportunity to become the overall AI server solution provider for NVIDIA Corporation's AI server systems. In addition, Apple Inc. (AAPL.US) is collaborating with BYD ELECTRONIC to launch the upcoming Desktop Siasun Robot&Automation and Home Hub, which is expected to become a new growth driver for BYD ELECTRONIC. Lyon stated that BYD ELECTRONIC's liquid cooling products, including quick couplings, cold plates, and manifolds, have been certified by NVIDIA Corporation in March 2025, and are suitable for NVIDIA Corporation's GB200/300NVL72 systems. BYD ELECTRONIC aims to start shipping to overseas customers in the second half of 2025. In the long run, becoming a power system component supplier will allow BYD ELECTRONIC to become a comprehensive AI server solution provider in NVIDIA Corporation systems and other AI server systems.