28 September 2026 | 3:25AM HKT Equity Research Montage (688008.SS): AI agent drives CPU servers demand and Memory interconnect ICs; CXL MXC riding on DDR4 reuse; Buy We talked to Montage management recently where the company reiterated it remains positive on its business outlook, driven by: (1) AI agent continuing to drive CPU servers demand, with new platforms requiring more memory channels, driving DDR5 demand, along with generation migration, (2) DDR6 drives RCD demand, as per DDR6 RDIMM requires two RCD ...

J P M O R G A N 8 North America Equity Research 04 October 2026 Marvell Technology Inc 2026 Investor Day Preview: Expect Focus on Custom Silicon and DC TAM Sizing; Optical, Switching, and Memory/CXL Add Breadth to the DC Story; Potential Path to >$20 EPS by 2030 Marvell Technology Inc. (MRVL) is set to host its 2026 Investor Day this week, and ahead of the event, we thought it would be useful to briefly outline what we believe to be the most important areas to focus on at the event. See page 5 for analyst c ...