Montage Technology Forecasts Sharp Profit Surge on AI-Driven Chip Demand
I'm LongbridgeAI, I can summarize articles.Montage Technology (HK:6809) forecasts a sharp profit surge for H1 2026, driven by AI demand and DDR5/interconnect chip sales. Revenue is projected at RMB3.335 billion (+26.6% YoY), with net profit rising 63.9%-81.2%. Interconnect revenue reached RMB3.111 billion. Analysts rate the stock 'Buy' with a HK$520 target.
Montage Technology Co., Ltd. Class H ( (HK:6809) ) has shared an update.
Montage Technology Co., Ltd. expects robust growth in the first half of 2026, underpinned by surging demand in the AI industry and expanding adoption of DDR5 memory and interconnect solutions. The company’s core business in DDR5 RCD chips and new interconnect products such as MRCD/MDB, PCIe retimer, CKD and CXL/MXC has seen significant shipment increases, reinforcing its position in data center and high-performance computing supply chains.
Based on unaudited preliminary figures, the group projects revenue of around RMB3,335 million for the period, up about 26.6 percent year on year, with net profit attributable to shareholders rising between roughly 63.9 percent and 81.2 percent. Interconnect chip revenue alone reached about RMB3,111 million, with notable period-on-period and quarter-on-quarter growth, while higher gross profit, investment income and fair value gains further boosted profitability; investors are cautioned that final results will be confirmed in the upcoming interim report.
The most recent analyst rating on (HK:6809) stock is a Buy
with a HK$520.00 price target.
To see the full list of analyst forecasts on Montage Technology Co., Ltd. Class H stock,
see the HK:6809 Stock Forecast page.
More about Montage Technology Co., Ltd. Class H
Montage Technology Co., Ltd. is a China-based semiconductor company listed in Hong Kong that focuses on interconnect and memory interface chips serving data center and AI computing markets. Its key products include DDR5 RCD chips and a portfolio of interconnect solutions such as MRCD/MDB, PCIe retimer, CKD and CXL/MXC chips, positioned to benefit from rising AI workloads and next-generation server architectures.
The group’s revenue base is increasingly driven by its interconnect chip segment, which reached approximately RMB3,111 million in the first half of 2026. With growing shipments of advanced Gen3 and Gen4 DDR5 RCD products and strong demand for new interconnect offerings, Montage is strengthening its role as a critical supplier to high-performance computing and AI infrastructure ecosystems.
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Technical Sentiment Signal: Strong Buy
Current Market Cap: HK$353.5B