3 August 2025 | 6:04PM HKT Montage (688008.SS): Structural roadmap outlook on PCIe retimer and switch, CKD, CXL/ MXC chips; Memory Interface IC mix upgrade; Buy We are constructive on Montage as one of the leading memory interconnect chipset suppliers, offering comprehensive products across different types of memory modules. With rising penetration rate of DDR5 interface IC, the company is migrating to new generation of interface chips (Gen 4/ Gen 5) carrying higher data rates (7,200 / 8,000 MT/s) and ASP, ...