深潮TechFlow|Jul 21, 2026 10:02
[Montage Technology: Significant Increase in DDR5 RCD Chip Shipments, Rising CPU Demand to Drive Expansion of Memory Interconnect Chip Market]
DeepTech TechFlow reports that on July 21, Montage Technology released an investor relations activity record announcement. The company benefited from the AI industry trend in the first half of the year, with strong industry demand, increased DDR5 penetration, and continuous iteration of subsequent generations. The company's DDR5 RCD chip shipments saw a significant increase, with the shipment proportion of the third and fourth-generation RCD chips further rising. Revenue from new interconnect chip products such as MRCD/MDB, PCIe Retimer, CKD, and CXLMXC chips also climbed significantly. The company plans to complete the engineering development of the third-generation MRCD/MDB chips this year. Industry expectations suggest that MRDIMM will begin large-scale application in the next two to three years, gradually entering the penetration growth phase. Increasing CPU demand will drive higher memory module usage, thereby expanding the memory interconnect chip market size. (Jin10)
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