On June 29, Montage Technology rose 3.91% in regular trading, trading at 446.0 HKD/share, with turnover of 708 million HKD.

On the news front, the global semiconductor supply chain is entering a July price hike cycle, with multiple leading companies announcing product price increases. Notably, competitors Renesas Electronics and Rambus have raised DDR5 RCD chip prices by 50%, further highlighting Montage Technology's pricing power advantage as the global leader in memory interface chips with a 36.8% market share. As AI transitions from model training to inference, server CPU demand continues to rise, positioning the company as a key beneficiary given its role as a critical interconnect chip supplier between CPUs and memory.

Additionally, the company recently delivered DDR5 sixth-generation RCD chip samples to customers, supporting data transfer rates up to 9200 MT/s, a 15% improvement over the prior generation. The broader semiconductor sector traded higher, with HUA HONG GRACE up 7.12%, GIGADEVICE up 8.03%, and BIREN TECH up 5.53%.

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