Montage Technology Seen as 'Rare Quality' AI Play in China's Chip Sector -- Market Talk

Dow Jones02-10

1039 GMT - Montage Technology is "a rare quality AI play" among Chinese semiconductor names, Citi analysts say in a research note. Montage specializes in memory interface chips that help AI computer works move data faster between processors and memory. Citi notes that it's received "very positive" feedback on Montage, as its growth outlooks is strongly tied to the global and domestic AI infrastructure buildout. Its A-to-H-share valuation discount is expected to smaller as it's a direct global AI capex beneficiary with a global customer base, they say. Citi initiates Montage's H shares at a buy rating with a target price at HK$205.00. Its H Shares ended at HK$177.50. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

February 10, 2026 05:39 ET (10:39 GMT)

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