Montage Technology(SH:688008) 智通财经网·2026-01-05 13:38Core Viewpoint - The company, Lanke Technology Co., Ltd. (澜起科技), is a leading global fabless integrated circuit design firm focused on providing innovative, reliable, and high-performance interconnect solutions for cloud computing and AI infrastructure [3]. Company Overview - Lanke Technology specializes in interconnect chips, including memory interconnect chips and PCIe/CXL interconnect chips, serving a wide range of end applications such as data centers, servers, and computers [3]. - The company is projected to be the largest supplier of memory interconnect chips globally in 2024, with a market share of 36.8% according to Frost & Sullivan [3]. Product Lines - The company has two main product lines: interconnect chips and Zindai products, with interconnect chips including memory interface chips, memory module supporting chips, PCIe/CXL interconnect chips, and clock chips [4]. - The interconnect solutions are strategically positioned to address critical market demands, serving as a foundation for cloud computing, data centers, and AI infrastructure [4]. Market Growth - The global high-speed interconnect chip market is expected to grow significantly from $15.4 billion in 2024 to $49 billion by 2030, with a compound annual growth rate (CAGR) of 21.2% [4]. - The memory interconnect chip market is projected to increase from $1.2 billion in 2024 to $5 billion by 2030, with a CAGR of 27.4% [5]. - The PCIe and CXL interconnect chip market is anticipated to grow from $2.3 billion in 2024 to $9.5 billion by 2030, with a CAGR of 26.7% [5]. Financial Performance - The company's revenue for the fiscal years ending December 31 for 2022, 2023, 2024, and the nine months ending September 30, 2025, are approximately RMB 3.67 billion, RMB 2.29 billion, RMB 3.64 billion, and RMB 4.06 billion respectively [5][6]. - The net profit for the same periods is approximately RMB 1.30 billion, RMB 0.45 billion, RMB 1.34 billion, and RMB 1.58 billion respectively [5][6].