Montage Technology（澜起科技）said in an investor-relations record published on November 2 that it held CNY 2.5 billion to CNY 2.79 billion in interconnect chip orders scheduled for fourth-quarter delivery as of October 26. DDR5 memory interconnect chips accounted for the main increase.
Montage Technology
The Shanghai-based chip designer attributed demand growth to expanding AI inference and agent applications, which are increasing requirements for server CPUs and memory modules. It also reported a greater shipment contribution from newer generations of DDR5 register clock drivers, helping improve its product mix.
The disclosure follows a strong third quarter. Revenue reached approximately CNY 2.08 billion, up 45.97% year on year, while net profit attributable to shareholders rose 161.98% to approximately CNY 1.24 billion. Interconnect chip revenue increased 49.3% year on year and 20.9% from the previous quarter.
Montage supplies chips that support communication between processors and memory modules, placing it within the infrastructure supply chain behind server expansion. Its growth depends on both demand for additional memory and customers’ adoption of newer products.
The order book provides visibility into near-term production and delivery requirements. The next operational priorities are fulfilling customer schedules, securing supply and maintaining product qualification as memory technology advances. Actual revenue will depend on deliveries and customer purchasing arrangements.
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