Montage Technology(SH:688008) 智通财经网·2026-01-13 02:42Core Viewpoint - The demand for high-speed data transmission in data centers is experiencing exponential growth due to the AI model revolution, positioning interconnect chips as a critical sector in the technology industry [1]. Group 1: Company Overview - Lanqi Technology, a leading global memory interconnect chip company, is set to raise funds through its listing on the Hong Kong Stock Exchange to enhance R&D and commercialization efforts [1]. - The company has a strong market presence, holding a significant share in the global interconnect chip market, particularly in memory interconnect and PCIe/CXL segments [2][7]. Group 2: Technological Leadership and Standards - Lanqi Technology has established a dual barrier of "R&D innovation + standard-setting" as its core competitive advantage, with a total of 208 patents and significant R&D investments [2][5]. - The company is one of the few suppliers offering a full range of memory interface chips from DDR2 to DDR5, with its DDR4 architecture adopted as an international standard [3]. Group 3: Market Position and Financial Performance - In the memory interconnect chip market, Lanqi Technology is projected to hold a 36.8% market share in 2024, leading the market alongside Renesas and Rambus [7]. - The company's revenue is expected to grow significantly, with a forecasted increase from 36.72 billion RMB in 2022 to 40.58 billion RMB in the first three quarters of 2025, reflecting a 57.8% year-on-year growth [9][10]. Group 4: Future Growth and Investment Strategy - The global high-speed interconnect chip market is anticipated to grow from $15.4 billion to $49 billion between 2024 and 2030, with Lanqi Technology aiming to capitalize on this growth through strategic investments in R&D and market expansion [12][13]. - The company plans to focus its fundraising on advancing core technologies, expanding its global customer network, and strengthening ecosystem collaboration [13].