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Montage Technology (SHSE:688008) Investors Are Sitting on a Loss of 27% If They Invested Five Years Ago
Montage Technology (688008.SH): The number of PCIe Retimer chips on hand for orders expected to be delivered in the third quarter is approximately 0.6 million.
On August 12th, Gelunhui reported that Montage Technology (688008.SH) revealed in its investor relations activity record that the company's PCIe Retimer chips have been rapidly increasing in shipments this year. After shipping about 0.15 million chips in the first quarter of 2024, the company shipped about 0.3 million chips in the second quarter. As of July 22, 2024, the company's order situation indicates that the number of PCIe Retimer chips in hand orders to be delivered in the third quarter is about 0.6 million, which is expected to further increase significantly compared to the previous quarter.
Montage Technology (688008.SH): The third-generation RCD chips will begin volume shipments in the second half of the year.
On August 12, Guolonghui reported that Montage Technology (688008.SH) disclosed the investor relations activity record, which showed that since the beginning of this year, the demand for memory interface and module supporting chips has achieved a recovery growth. The penetration rate of DDR5 downstream has improved and the iteration of DDR5 sub-generation continues to advance. By the first half of 2024, the company's DDR5 second-generation RCD chip shipments have exceeded the first-generation RCD chips, and the third-generation RCD chips will begin to ship in scale from the second half of 2024. As the leader in the memory interface chip industry and the leader in the international standard of DDR5 RCD chips, the company relies on
Montage Technology (688008.SH): Not involving NAND Flash product line.
Montage Technology (688008.SH) stated on the interactive platform on August 9th that the company is currently not involved in the NAND Flash product line.
Montage Technology (688008.SH): CKD chips will gradually increase with the launch of related CPU platforms.
On July 26, Gelunhui reported that Montage Technology (688008.SH) stated on its interactive platform that the company was the first in the industry to trial-produce CKD chips in April of this year. The product has been shipped on a large scale since the second quarter of this year, with single-quarter sales revenue exceeding 10 million RMB for the first time. At present, it is mainly the demand for stock preparation of relevant memory module manufacturers. The CKD chip will gradually increase in quantity following the listing of relevant CPU platforms, and it is expected to achieve larger scale shipments next year. The company is relatively advanced in the research and development of this area and its products have strong competitiveness. However, it also needs to face competition from other competitors.
Montage Technology (688008.SH): The hand orders for PCIe Retimer chips expected to be delivered in the third quarter of 2024 are approximately 0.6 million pieces.
On July 26, Gelonews reported that an investor on the investor interaction platform asked Montage Technology (688008.SH), "What is the global market share of pcle retimer chips this year?" The company replied that Montage's PCIe Retimer chip is gaining more and more customer recognition, with a shipment of about 0.15 million chips in the first quarter of 2024 and about 0.3 million chips in the second quarter, achieving a month-on-month growth rate. According to the company's order status as of July 22, 2024, PCIe is expected to be delivered in the third quarter of 2024.
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