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澜起科技:RCD05进入量产,新型互联产品支撑增长
2026-10-21 18:36
13 October 2026 | 9:36AM HKT Equity Research Montage (688008.SS): RCD05 enters mass production; New interconnect products to support growth We remain positive on Montage Technology, supported by (1) AI-driven growth in server memory capacity and interface-chip demand, (2) continued DDR5 sub-generation migration supporting product mix upgrade, and (3) new interconnect products expanding the company's value content in server platforms. In September, Montage announced the mass production of its RCD05 for serve ...