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澜起科技拟与英特尔公司签署不超过1.06亿元采购协议
688008Montage Technology(688008) 证券时报网·2025-02-10 11:07

Core Viewpoint - Company plans to sign procurement agreements with Intel for raw materials, R&D tools, and services, with a budget not exceeding 106 million RMB, which is considered a normal business transaction that does not affect its independence or harm shareholder interests [1] Group 1: Procurement and Business Operations - The procurement of raw materials is essential for delivering products to customers and recognizing sales revenue [2] - There is a necessary cycle from raw material procurement to manufacturing finished products and delivering them to customers [3] Group 2: Financial Performance and Projections - For the fiscal year 2024, the company expects to achieve approximately 3.639 billion RMB in revenue, a year-on-year increase of about 59.20%, with interconnect chip sales projected at around 3.349 billion RMB, up 53.31% [4] - The company anticipates a net profit between 1.378 billion RMB and 1.438 billion RMB, representing a year-on-year growth of 205.62% to 218.93%, and a non-GAAP net profit between 1.224 billion RMB and 1.284 billion RMB, reflecting a growth of 230.82% to 247.04% [4] - The significant growth in 2024 is attributed to the recovery in demand from the global server and computer industry, as well as the increasing penetration of DDR5 memory and the launch of new high-performance chips driven by AI trends [4]