On June 30, Montage Technology rose 4.24% in regular trading, trading at HK$466.6/share, with turnover of HK$798 million.

On the news front, the global semiconductor supply chain is entering a July price hike cycle, with multiple leading companies announcing product price increases. 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 the inference phase, 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.

Institutional views suggest the current AI technology sector concentration is unlikely to unwind in the near term. Within the Semiconductor sector, SMIC gained 5.6%, Hua Hong Grace rose 3.13%, and Biren Tech advanced 2.17%, reflecting broad sector strength.

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