On June 10, Montage Technology fell 3.22% in regular trading, trading at HKD 348.0/share, with trading volume of HKD 395 million.

On the news front, the storage sector continues to face pressure from the aftereffects of a SemiAnalysis report revealing that NVIDIA's next-generation Vera Rubin NVL72 rack system will reduce CPU-side memory configuration from 192GB to 96GB per processor. The report, released on June 4, triggered a broad sell-off across global memory and storage stocks, with SK Hynix plunging 9.92% and Micron falling 7.74% on initial reaction days.

Although multiple industry analyses have since clarified that the reduction applies solely to CPU-side system memory and does not affect GPU HBM4 capacity — which remains at 20.7TB per rack — market sentiment recovery has been slow. Montage Technology, as a core supplier of memory interface chips for SOCAMM modules, saw its A-shares drop over 6% on June 8 before rebounding 5.39% on June 9 ahead of its FTSE China A50 Index inclusion effective June 18. The current intraday pullback suggests residual overhang from the initial shock has not fully dissipated.

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