Montage Technology (06809) saw its shares increase by nearly 3%. At the time of writing, the stock was up 1.9%, trading at HK$198.4, with a turnover of HK$195 million. The movement follows recent news that at the NVIDIA GTC 2026 conference, Micron Technology officially confirmed it will mass-produce high-performance HBM4 memory for NVIDIA's next-generation Vera Rubin AI platform. Of significant note to the market, Micron's management explicitly stated on site that its HBM production capacity for the full year of 2026 is essentially sold out, with the vast majority of orders secured under legally binding long-term purchase agreements.

A recent Goldman Sachs research report indicated that Montage Technology's growth is expected to be driven by increasing demand from cloud computing and AI infrastructure for advanced memory interconnect technology. Fueled by continuous demand growth and rapid product expansion, the firm anticipates the company's revenue will achieve a compound annual growth rate of 35% between 2025 and 2032. Goldman Sachs believes that Montage Technology, leveraging its leading market position, long-term partnerships with memory manufacturers, and proprietary intellectual property, is well-positioned to maintain a long-term technological advantage as it focuses on expanding into the broader interconnect chip market during the AI era.