on 24-Sep-2026 China Semiconductors China Next Winners: Montage - riding on the Agentic AI boom CHINA NEXT WINNERS 24 September 2026 Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Francis Ma +852 2123 2626 francis.ma@bernsteinsg.com Kai Zhang +852 2123 2665 kai.zhang@bernsteinsg.com This report is part of a series on China Next Winners in which we identify the next generation of industries and corporate winners in China. We highlight Montage as the key beneficiary to the accelerating Agenti ...