On June 8, Montage Technology (06809.HK) fell 4.77% in regular trading, trading at HK$352.4/share, with trading volume of HK$379 million. The decline extends last week's sharp sell-off triggered by concerns over NVIDIA's memory configuration changes for its next-generation AI server platform.

The ongoing pressure stems from a SemiAnalysis report published on June 4 revealing that NVIDIA is reducing the SOCAMM memory configuration on its Vera Rubin NVL72 rack system from 192GB to 96GB per module, cutting total DRAM capacity per rack from approximately 55TB to 28TB and lowering hardware costs from $7.6 million to $6.8 million per rack. The report sparked a global memory stock sell-off, with SK Hynix plunging 9.92%, Micron falling 7.74%, and Montage Technology dropping over 9% in Hong Kong on June 5.

Industry analysts note the downgrade is limited to CPU-side system memory and does not affect GPU compute cores. Some market participants argue that module count may actually double from 288 to 576 units, potentially increasing demand for Montage's memory interface chips. However, sentiment remains fragile amid prior shareholder block sales totaling HK$3.06 billion and broader semiconductor sector weakness.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)