During Montage Technology's performance presentation on May 21, Chairman and CEO Yang Chonghe disclosed that the AI industry's momentum has fueled a substantial increase in demand for DDR5 memory interface chips and high-performance interconnect chips. As of April 22, the backlog of orders for the company's interconnect chips in the second quarter of 2025 has surpassed 1.29 billion yuan, with new orders continuing to pour in. It is anticipated that in 2025, the demand and market penetration of DDR5 memory interface chips will experience a marked rise compared to 2024, and the demand for high-performance interconnect chips will also demonstrate a robust growth trajectory.
