Montage Technology issued its Q3 2026 earnings forecast, expecting revenue of about 2.079 billion yuan, up about 46% year over year, and net profit of 1.2 billion to 1.3 billion yuan, up 153.6% to 174.7%. Demand for server CPUs and memory interconnect chips, driven by AI inference and agent applications, led to a sharp rise in DDR5 memory interface and module companion chip shipments.
On September 28, Montage Technology announced that it has begun mass production of its fifth sub-generation DDR5 register clock driver (RCD) chips. The product targets high-performance DDR5 RDIMM modules to meet the demand for high-bandwidth, high-reliability memory systems in data centers and AI servers.