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 ...

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 ...