AI 芯片制造商澜起科技在韩国突袭后继续亏损
我是 LongbridgeAI,我可以总结文章信息。蒙泰科技的股价在确认韩国对其办公室进行突袭以调查涉嫌违反竞争法后下跌超过 9%。尽管面临调查,蒙泰科技仍然报告了强劲的上半年利润预测,并宣布了一项股票回购计划以增强投资者信心。分析师表示,这些措施可能会在持续调查带来的潜在波动中稳定股价
By Sherry Qin
Montage Technology extended losses, after the Chinese artificial-intelligence chip maker confirmed that South Korean prosecutors raided its office over a possible violation of competition laws.
The company's Hong Kong-listed shares were down 9.55% in early afternoon trading, after plunging 23% Thursday following a South Korean media report on the raid. Montage's Shanghai-listed shares shed 9.6% after falling 16% a day earlier.
South Korean authorities, which suspect Montage of engaging in price-fixing for semiconductor components, raided the company's Korean office on Wednesday, local media reported Thursday.
South Korea accounted for more than half of Montage's revenue in 2025. The company confirmed the raid in a filing to Hong Kong's stock exchange early Friday. It said that it has been cooperating with authorities, none of its employees has been charged with any wrongdoing, and its operations weren't affected.
Shanghai-based Montage, which was founded in 2004, specializes in memory interface chips that help AI computers speed up data transfers between processors and memory chips.
The broad chip-stock selloff in Asia on Friday amid investor anxiety over high levels of AI investment also weighed on Montage's shares. Analysts have identified Montage as one of the few Chinese companies that are direct beneficiaries of global AI capital spending with a global customer base.
In a move to shore up investors' confidence, Montage gave an upbeat earnings forecast and disclosed plans to buy back shares. It said it expects first-half net profit to rise as much as 81% from a year earlier, forecasting net profit of between 1.9 billion yuan and 2.1 billion yuan, equivalent to $280.5 million and $310.0 million.
Montage's chairman proposed buying back between 300 million yuan and 600 million yuan of the company's onshore stock using the company's funds.
Citi analysts reckon that while the continuing investigation could cause further share-price volatility, its strong guidance and share repurchase plan are likely to help stabilize the stock.
Write to Sherry Qin at sherry.qin@wsj.com
(END) Dow Jones Newswires
July 17, 2026 01:35 ET (05:35 GMT)
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