The Economic Information Daily (21st special report) Montage Technology (06809) H-share is currently up 5%, trading at HK$213.2, with a trading volume of about 50,000 shares involving HK$102.3 million.
Montage Technology announced that it expects its profit for the third quarter ended September 30 to be between RMB 1.2 billion and RMB 1.3 billion, an increase of 1.5 to 1.7 times. It expects profit after deducting non-recurring gains and losses to be between RMB 950 million and RMB 1.05 billion, representing a growth of 1.53 to 1.79 times.
The group stated that it expects third-quarter operating revenue to be approximately RMB 2.079 billion, an increase of about 46%, as server CPU demand has continued to grow since the beginning of the year, driven by the rapid development of AI inference and Agent applications, further boosting overall demand for memory modules and memory interconnect chips. In the third quarter, shipments of DDR5 memory interface and module companion chips increased significantly, and the shipment proportion of the third, fourth, and fifth generation DDR5 RCD chips further increased. In the third quarter, the interconnect chip product line is expected to achieve sales revenue of approximately RMB 2.047 billion, an increase of about 49.3%. Demand for related products in the fourth quarter of this year is expected to further increase; the gross margin of the interconnect chip product line for the third quarter is expected to be between 68.0% and 68.5%, an increase of 2.31 to 2.81 percentage points year-on-year and an increase of 0.57 to 1.07 percentage points quarter-on-quarter.
Currently, the Hang Seng Index stands at 24,139, up 271 points or 1.1%, with turnover on the main board reaching nearly HK$3.1 billion. The Hang Seng China Enterprises Index stands at 8,139, up 108 points or 1.4%. The Hang Seng Tech Index stands at 4,110, up 64 points or 1.6%. (nw)
Montage Technology announced that it expects its profit for the third quarter ended September 30 to be between RMB 1.2 billion and RMB 1.3 billion, an increase of 1.5 to 1.7 times. It expects profit after deducting non-recurring gains and losses to be between RMB 950 million and RMB 1.05 billion, representing a growth of 1.53 to 1.79 times.
The group stated that it expects third-quarter operating revenue to be approximately RMB 2.079 billion, an increase of about 46%, as server CPU demand has continued to grow since the beginning of the year, driven by the rapid development of AI inference and Agent applications, further boosting overall demand for memory modules and memory interconnect chips. In the third quarter, shipments of DDR5 memory interface and module companion chips increased significantly, and the shipment proportion of the third, fourth, and fifth generation DDR5 RCD chips further increased. In the third quarter, the interconnect chip product line is expected to achieve sales revenue of approximately RMB 2.047 billion, an increase of about 49.3%. Demand for related products in the fourth quarter of this year is expected to further increase; the gross margin of the interconnect chip product line for the third quarter is expected to be between 68.0% and 68.5%, an increase of 2.31 to 2.81 percentage points year-on-year and an increase of 0.57 to 1.07 percentage points quarter-on-quarter.
Currently, the Hang Seng Index stands at 24,139, up 271 points or 1.1%, with turnover on the main board reaching nearly HK$3.1 billion. The Hang Seng China Enterprises Index stands at 8,139, up 108 points or 1.4%. The Hang Seng Tech Index stands at 4,110, up 64 points or 1.6%. (nw)
