HK Stock Market Move | Montage Technology (06809) rose nearly 3%, Micron officially announced the mass production of HBM4, and the company's memory interconnect chip is in a leading position in the market.

Montage Technology (06809) rose nearly 3%, as of the press time it rose 1.9% to HKD 198.4, with a turnover of 195 million HKD. Recently, at the NVIDIA GTC 2026 conference, Micron officially confirmed as the supplier of NVIDIA's next-generation Vera Rubin AI platform with high-performance HBM4 memory. It is worth noting that Micron's management explicitly stated on site that the company's HBM production capacity for the whole year of 2026 has been almost sold out, and the majority of orders have signed long-term procurement agreements with legal binding. Goldman Sachs' latest research report points out that the growth of Montage Technology will be driven by the increasing demand for advanced memory interconnect technology in cloud computing and AI infrastructure. With the continuous growth in demand and rapid product expansion, the bank expects the company's revenue to grow at a compound annual growth rate of 35% from 2025 to 2032. Goldman Sachs believes that Montage Technology, with its leading market position, long-term partnerships with memory manufacturers, and proprietary intellectual property, should be able to provide long-term technological advantages as it expands into a broader interconnect chip market in the AI era.