On August 26, MONTAGE TECH rose 3.13% in regular trading, trading at 271.8 HKD/share, with turnover of 3.7 billion HKD. Multiple bullish catalysts continued to ferment on the news front, driving the stock higher for a second consecutive session.

Gartner released its latest forecast projecting global memory revenue to reach $837 billion, with memory's share of total semiconductor revenue rising from 27% to 54%, positioning it as the core growth engine for the industry. Additionally, Hohhot and Ulanqab collectively signed 136.1 billion yuan in AI computing power deals, while Alibaba announced an 80 billion HKD share placement directed entirely toward AI infrastructure. NVIDIA server price increases exceeding 15% further reinforced the pricing logic for storage chips including HBM and DDR5.

As the global leader in memory interface chips, MONTAGE TECH stands as a primary beneficiary of DDR5 penetration rate expansion and AI computing capacity buildout. The company is scheduled to hold a board meeting on August 28 to review interim results, with the upcoming earnings window also providing sentiment support.

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