[Mengage Technology: Net profit is expected to increase by 154%-175% year-on-year in the third quarter of 2026] On October 20, Montage Technology (688008.SH) announced that the net profit attributable to shareholders of listed companies in the third quarter of 2026 is expected to be 1.200 billion-1.300 billion yuan, a year-on-year increase of 153.6%-174.7%. The changes in performance were mainly due to the rapid development of AI inference and Agent applications, the increase in demand for server CPUs, and the substantial increase in shipments of DDR5 memory interfaces and module supporting chips, which promoted the substantial year-on-year growth in operating results. Xiaocai's note: The company's Q3 net profit is expected to be 1.2-1.3 billion, and Q2 net profit is 1.15 billion. Based on this calculation, Q3 net profit is expected to increase by 4%-13% month-on-month.