TechFlow News, July 21, Montage Technology released an announcement regarding the investor relations activity record form. The company benefited from AI industry trends in the first half of the year, with strong industry demand, increased DDR5 penetration rate, and continuous iteration of sub-generations. The company's DDR5 RCD chip shipments increased significantly, among which the shipment proportion of the third and fourth sub-generation RCD chips further increased. Revenue from new interconnect chip products such as MRCD/MDB, PCIe Retimer, CKD, and CXL/MXC chips climbed significantly.
The company plans to complete the engineering R&D of the third sub-generation MRCD/MDB chips this year. The industry expects MRDIMM to start from large-scale application in the next two to three years, gradually entering the penetration ramp-up phase. Increased CPU demand will drive increased usage of memory modules, thereby driving the expansion of the memory interconnect chip market size. (Jin10)
