On September 16, MONTAGE TECH rose 3.04% in regular trading, reaching HK$263.4 per share, with turnover of HK$194 million. The gain extends the stock's recovery momentum as the broader semiconductor sector stages a rebound amid sustained AI hardware demand signals and institutional accumulation.

On the news front, the semiconductor sector reversed recent weakness following fresh catalysts from industry leaders. TSMC's 3nm and 2nm advanced process and CoWoS advanced packaging capacity remain in tight supply, while Apple reportedly accepted Samsung's Q1 memory chip price quotes at a 30%-40% premium over the current quarter. JPMorgan also disclosed an increase in its long position in MONTAGE TECH to 9.02% from 8.89%, purchasing approximately 100,000 shares at around HK$277.86 each. Meanwhile, the company has maintained a steady pace of A-share buybacks, repurchasing 108,000 shares on September 15 for approximately RMB 20.39 million.

Within the Semiconductors sector, multiple stocks rallied in tandem. BIREN TECH rose 5.3%, ILUVATAR COREX gained 5.24%, HUA HONG GRACE climbed 4.92%, SMIC advanced 3.54%, and GIGADEVICE added 2.15%.

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