688008 Montage Technology
- 64.55
- -3.86-5.64%
Montage Technology News
Montage Technology Co., Ltd. Just Missed Earnings And Its Revenue Numbers Were Weaker Than Expected
Montage Technology (688008.SH): The company's three AI high-performance 'capacity' new products grew rapidly in the first three quarters of this year.
Grain Stream reported on November 1st: montage technology (688008.SH) stated on the interactive platform that the company always prioritizes the interests of investors and actively takes various measures to maintain the company's value. Adhering to long-termism, the company focuses on product research and development, market expansion, and operational management. In the first three quarters of 2024, the company achieved significant growth in revenue and net income year-on-year, with several high-performance "capacity" chips starting to be shipped on a large scale. The company actively communicates with investors in various ways to convey the company's investment value to the capital markets. Additionally, the company values shareholder returns and has been paying dividends for 5 consecutive years since going public, with cumulative dividend
Montage Technology (688008): In the third quarter, revenue from interconnection chips and net income attributable to the parent company reached a quarterly record high.
Revenue increased by 68.56% year-on-year in the first three quarters, with a net margin of 37.98%. The company achieved revenue of 2.571 billion yuan in the first three quarters of 2024 (YoY +68.56%), with a net income attributable to the parent company of 9.78.
Deep * Company * Montage Technology (688008): In the first three quarters of 24, performance increased significantly year-on-year, and progress in high-performance power chip is smooth.
The company released the third-quarter report of 2024. Benefiting from the recovery growth of memory interface and module supporting chip demand, the increase in DDR5 downstream penetration rate, new product launches and other factors, the company's performance in the first three quarters of 2024 showed significant year-on-year growth. Maintaining a buy recommendation.
Montage Technology (688008): Continuous penetration of DDR5, with historical high quarterly profit.
The core point of view: The company released its third quarter report for 2024, with Q1-3 revenue of 2.571 billion yuan, a year-on-year increase of 68.56%; net income attributable to the parent company was 0.978 billion yuan, a year-on-year increase of 318.42%; non-net income attributable to the parent was 8.7 billion yuan.
Lanqi Technology: Lanqi Technology Report for the Third Quarter of 2024
Lanqi Technology Report for the Third Quarter of 2024
Montage Technology's net profit attributable to the mother in the first three quarters has more than tripled, with AI driving the scale shipment of new capacity chips.
①Montage Technology achieved revenue of 2.571 billion yuan in the first three quarters of this year, a year-on-year increase of 68.56%; net income attributable to the parent company reached 0.978 billion yuan, an increase of 318.42% year-on-year; ②Montage Technology stated that this year the company's demand for memory interfaces and module-matching chips has seen a recovery growth, with the AI industry driving the scale shipment of high-performance computing chips.
Montage Technology: The net income in the first three quarters was 0.978 billion yuan, a year-on-year increase of 318.42%.
On October 30, Montage Technology released the third-quarter report for 2024, with the company achieving revenue of 2.571 billion yuan in the first three quarters, a year-on-year increase of 68.56%; net income of 0.978 billion yuan, a year-on-year increase of 318.42%. In the third quarter, revenue reached 0.906 billion yuan, a year-on-year increase of 51.60%; net income of 0.385 billion yuan, a year-on-year increase of 153.40%, setting a new quarterly record for the company. The company stated that the performance growth was mainly attributed to the recovery in demand from the global server and computer industry, increased DDR5 downstream penetration rate, and the introduction of three new high-performance power chip products.
Express News | Montage Technology: The net income in the third quarter was 0.385 billion yuan, a year-on-year increase of 153.40%.
Leading institution Zhijia Horizon officially landed on the Hong Kong Stock Exchange, this well-established PE institution accurately "anchored" in advance.
①A group of investors have gathered behind the horizon, including a veteran but dynamic PE fund - Huangpu River Capital; ②Huangpu River Capital focuses on industry leaders and chain leading companies, matching capital with teams and companies with ideals, technology, and strength; ③At the same time, Huangpu River Capital guides capital to flow towards real entities creating value for the country and the people.
Express News | The financing balance is close to 1.6 trillion yuan, and the electronics industry is currently the most favored by leveraged funds.
Express News | Montage Technology: CKD chips will gradually increase in volume. It is expected to be widely used in downstream applications starting from next year.
Witness history! The sse composite index surged by 10%! All A-share brokerages hit the limit up! Semiconductors almost all hit the limit up.
After the National Day holiday, the A-share king is back!
Temasek, BlackRock, Goldman Sachs and others have all entered the fray again! Refocusing on semiconductor investment opportunities.
Top foreign institutions once again focus on semiconductor investment opportunities!
Express News | Top foreign institutions once again focus on semiconductor investment opportunities.
Montage Technology (688008.SH): Currently mainly used in servers, desktops, and laptops, with no involvement in mobile phones at the moment.
On September 27, montage technology (688008.SH) stated on the interactive platform that the company is a globally leading data processing and interconnect chip design company, currently with two major product lines, interconnect chip product line and Jinai server platform product line. In the age of ai, the company focuses on the demand for "capacity" and has laid out a series of high-performance capacity chip solutions, including PCle Retimer, MRCD/MDB, CKD, MXC chips, and many other new products. The company's products are currently mainly used in servers, desktops, and laptops, with no involvement in mobile phones.
Montage Technology (688008): Demonstrating confidence in the development through comprehensive assessment of medium-to-long-term profits and market cap.
On September 2nd, the company announced 2 incentive plans and 1 employee shareholding plan, which comprehensively assess the mid- and long-term profits and market cap, demonstrating the strong connection between executive and shareholder interests and highlighting the company's confidence in development. "The Third Board of Directors' Core Executive Incentive Plan":
Express News | 495 companies were surveyed by institutions, shenzhen mindray bio-medical electronics received the most attention.
Montage Technology (688008): DDR5 penetration rate increases + high-performance 'power chip' enters rapid growth period, helping boost company performance.
Key points: The company has announced its 2024 Restricted Stock Incentive Plan (draft), aiming to stimulate employee motivation. The plan intends to grant 4.541 million restricted stocks to the incentive recipients, accounting for the total shares outlined in the draft announcement of the Incentive Plan at the time.
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