Montage Technology(SH:688008) Zheng Quan Shi Bao·2025-08-15 11:51Core Insights - The launch of the sixth-generation Jindai® performance core CPU (C6P) by the company marks a significant advancement in high-performance computing and security needs, targeting data centers, AI, cloud computing, and critical industry infrastructure [1][2] - The C6P features a cutting-edge architecture with support for up to 86 high-performance cores and 172 threads, along with a maximum L3 cache capacity of 336MB, enhancing computing power for high-density scenarios [1][2] - The company has become the largest memory interconnect chip supplier globally, holding a 36.8% market share in 2024, and is recognized as a leading provider of PCIe Retimer solutions [3] Product Features - C6P supports 88 PCIe® 5.0 lanes and is compatible with CXL® 2.0 protocol, providing exceptional connectivity bandwidth for accelerators like GPUs and FPGAs [2] - The CPU maintains compatibility with the existing X86 development ecosystem, allowing seamless migration of current applications without modification, thus reducing upgrade costs and complexity [2] - Enhanced security features include integrated data protection and trusted computing acceleration, effectively defending against data breaches and malicious tampering, particularly for critical sectors like finance, government, and healthcare [2] Financial Performance - The company anticipates a revenue of approximately 2.633 billion yuan for the first half of 2025, representing a year-on-year growth of about 58.17% [3] - The expected net profit for the same period is projected to be between 1.1 billion and 1.2 billion yuan, reflecting a year-on-year increase of 85.50% to 102.36% [3] - Growth is attributed to the rising demand in the AI industry, with significant increases in shipments of DDR5 memory interface and module chips, alongside a notable rise in sales revenue from high-performance chips [3]