Montage Technology (06809) issues a positive profit alert, expecting net profit attributable to shareholders of RMB 1.200 billion to RMB 1.300 billion for the third quarter, a year-on-year increase of 153.6% to 174.7%.

Montage Technology (06809) has issued an announcement that, based on preliminary estimates by the company's finance department, for the period from July 1, 2026 to September 30, 2026, it expects to achieve operating revenue of approximately RMB 2.079 billion for the third quarter of 2026, an increase of approximately 46.0% year-on-year; it expects to achieve net profit attributable to shareholders of the listed company of RMB 1.200 billion to RMB 1.300 billion for the third quarter of 2026, an increase of 153.6% to 174.7% year-on-year; and it expects to achieve net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses of RMB 950 million to RMB 1.050 billion for the third quarter of 2026, an increase of 152.6% to 179.2% year-on-year. Since the beginning of this year, with the rapid development of AI inference and Agent applications, demand for server CPUs has continued to grow, further driving up overall demand for memory modules and memory interconnect chips. In the third quarter of 2026, leveraging its industry-leading position, the company's shipments of DDR5 memory interface and module companion chips increased significantly, and the shipment share of DDR5 third-, fourth-, and fifth-generation RCD chips further increased, driving a substantial year-on-year increase in the company's operating performance. In the third quarter of 2026, the company expects to achieve operating revenue of approximately RMB 2.079 billion, an increase of approximately 46.0% year-on-year and approximately 10.9% quarter-on-quarter; it expects to achieve net profit attributable to shareholders of the listed company of RMB 1.200 billion to RMB 1.300 billion, an increase of 153.6% to 174.7% year-on-year and 4.3% to 13.0% quarter-on-quarter; and it expects to achieve net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses of RMB 950 million to RMB 1.050 billion, an increase of 152.6% to 179.2% year-on-year and 32.2% to 46.1% quarter-on-quarter. In the third quarter of 2026, the company expects sales revenue from its interconnect chip product line to be approximately RMB 2.047 billion, an increase of approximately 49.3% year-on-year and approximately 20.9% quarter-on-quarter, and expects demand for related products to further increase in the fourth quarter of this year; it expects the gross margin of its interconnect chip product line to be 68.0% to 68.5% in the third quarter of 2026, an increase of 2.31 to 2.81 percentage points year-on-year and 0.57 to 1.07 percentage points quarter-on-quarter.