Montage Technology (HKEX: 06809) saw its shares rise more than 3% before the midday session. As of the time of writing, the stock is up 2.63% to HK$41.36, with a trading turnover of HK$943 million.

On the news front, FTSE Russell announced a quarterly review of the FTSE China A50 Index on June 3. The index will include Montage Technology Co., Ltd. (SH: 688008), with the changes taking effect after the market close on Thursday, June 18, 2026.

Goldman Sachs believes that as AI computing's reliance on high-performance memory bandwidth continues to grow, Montage Technology, as a global leader in memory interface chips, is well-positioned to capture a pivotal role in this trend.

Regarding its product pipeline, Goldman Sachs anticipates that the Memory Register Clock Driver (MRCD) and Memory Data Buffer (MDB) will serve as significant near-term growth drivers for the company. Its second-generation products are currently in the mass sampling phase and have garnered substantial attention from clients.

Although full commercial deployment of these products awaits the launch of compatible CPU platforms expected in late 2026 to 2027, the initial sampling process is progressing smoothly, laying a solid foundation for subsequent volume ramp-up.