Montage Technology(SH:688008) 智通财经网·2026-01-26 09:22Core Viewpoint - 澜起科技 is set to become the world's largest memory interconnect chip supplier by revenue in 2024, with a market share of 36.8% according to Frost & Sullivan [1] Group 1: Company Overview - 澜起科技 is a leading fabless integrated circuit design company focused on providing innovative, reliable, and energy-efficient interconnect solutions for cloud computing and AI infrastructure [3] - The company offers a full range of memory interface chips from DDR2 to DDR5, including supporting chips like SPD, temperature sensors, and power management ICs [3][4] - 澜起科技 has established a significant first-mover advantage in the memory interconnect field by setting and leading industry standards, being a member of the JEDEC board, and contributing to the development of international standards for DDR5 chips [4] Group 2: Product Lines - 澜起科技 has two main product lines: interconnect chips and津逮 products, with interconnect chips including memory interface chips, PCIe/CXL interconnect chips, and clock chips [4] - The company is one of the two largest PCIe Retimer providers globally and the first to launch the CXL MXC chip, expanding its product portfolio to include innovative Ethernet and optical interconnect solutions [5] Group 3: Financial Performance - For the fiscal years 2022 to 2025, 澜起科技 reported revenues of 3.672 billion, 2.286 billion, 3.639 billion, and 4.058 billion RMB respectively, with profits of 1.299 billion, 0.451 billion, 1.341 billion, and 1.576 billion RMB [5][6] - The company has experienced fluctuations in revenue and profit, with a notable increase in revenue projected for 2025 compared to previous years [6]