Montage Technology(SH:688008) Xin Lang Cai Jing·2026-01-26 00:26Core Viewpoint - Intel and AMD plan to increase server CPU prices by 10%-15% to address supply-demand imbalance in the CPU market [1][5] Group 1: Financial Performance - Lianqi Technology expects a net profit attributable to shareholders of 2.15 billion to 2.35 billion yuan for 2025, representing a year-on-year increase of 52.29% to 66.46% [2][6] - The company anticipates a net profit of 520 million to 720 million yuan for Q4 2025, reflecting a year-on-year growth of 19.35% to 65.44% [2] Group 2: Product Development and Market Position - The company is a global leader in Retimer chips, holding a 10.9% market share in the PCIe Retimer chip segment, with revenues of 40 million USD in 2024 [3] - The company has launched a CXL3.1 memory expansion controller chip, which is currently undergoing sample testing with major clients [4] Group 3: Industry Trends and Demand Drivers - AI-driven demand is expected to increase the ratio of CPUs to GPUs, which will boost the demand for interconnect chips [5] - The AI server CPU market is projected to grow from approximately 8.2 billion USD in 2025 to about 30 billion USD by 2030, indicating significant growth potential for related technologies [5]