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<Research> CLSA Sets TP at HKD447.2 on MONTAGE TECH (06809.HK) on Strong CPU Demand
CLSA said in a report that as AI shifts from model training to inference, particularly with the development of AI agents, demand for server CPUs continues to rise. The broker belie...
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<Research> CLSA Sets TP at HKD447.2 on MONTAGE TECH (06809.HK) on Strong CPU Demand
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CLSA said in a report that as AI shifts from model training to inference, particularly with the development of AI agents, demand for server CPUs continues to rise. The broker believes MONTAGE TECH (06809.HK)  +1.200 (+0.267%)   is a key beneficiary of strong CPU demand. In addition, the companys new products have a large addressable market, with growth accelerating.

The broker raised its earnings forecasts for MONTAGE TECH and initiated coverage on its Hong Kong shares with a target price of HKD447.2. It also lifted the A-share target price for MONTAGE TECH (688008.SS) to RMB277.9 from RMB209.6, maintaining a high-conviction Outperform rating on both. The broker raised its net profit forecasts for 2026 to 2028 by 9%, 33% and 25% to RMB4.1 billion, RMB6.8 billion and RMB8.7 billion, respectively. (ha/j)(HK stocks quote is delayed for at least 15 mins.)

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