[Mengage Technology: Net profit in the first three quarters increased by 98.32% year-on-year] On October 29, Montage Technology (688008.SH) announced that it achieved operating income of 2.079 billion yuan in the third quarter, a year-on-year increase of 45.97%; net profit attributable to shareholders of listed companies was 1.240 billion yuan, a year-on-year increase of 161.98%. In the first three quarters, operating income was 5.414 billion yuan, a year-on-year increase of 33.44%; net profit attributable to shareholders of listed companies was 3.237 billion yuan, a year-on-year increase of 98.32%. Since the beginning of this year, with the rapid development of AI inference and agent applications, the demand for server CPUs has continued to grow, further driving up the overall demand for memory modules and memory interconnect chips. In the third quarter of 2026, relying on the company's leading position in the industry, the shipments of DDR5 memory interface and module supporting chips increased significantly year-on-year, and the shipment proportion of DDR5 third, fourth, and fifth-generation RCD chips further increased, driving the company's operating performance to significantly increase year-on-year. Xiaocai Note: The company’s Q3 net profit was 1.24 billion and Q2 net profit was 1.15 billion. Based on this calculation, Q3 net profit increased by 7% month-on-month.