STOCKS | Montage Technology Expects First-Half Net Profit to Rise 63.9% to 81.2%

Montage Technology said it expects first-half 2026 revenue of about 3.335 billion yuan, up about 26.6% from a year earlier. According to Jin10, the company also expects first-half 2026 net profit attributable to shareholders of 1.9 billion yuan to 2.1 billion yuan, compared with the same period last year. The company said performance is expected to rise sharply in the first half of 2026, mainly benefiting from the AI industry trend and strong demand. It said DDR5 adoption has increased and product iterations have continued, driving a significant rise in shipments of its DDR5 RCD chips, with the shipment share of third- and fourth-generation RCD chips increasing further. It also said revenue from new interconnect chip products, including MRCD/MDB, PCIe Retimer, CKD, and CXLMXC chips, rose markedly.