[Mengage Technology: The amount of orders on hand for interconnect chips expected to be delivered in the fourth quarter is 2.5 billion to 2.79 billion yuan] On November 2, Montage Technology (688008.SH) released an announcement on the record of investor relations activities, as it continues to benefit from Industry demand is strong. As of October 26, 2026, the company expects to have orders for interconnect chips delivered in the fourth quarter of 2026 ranging from 2.50 billion yuan to 2.79 billion yuan, with the main increase coming from DDR5 memory interconnect chips. In addition, the JEDEC organization is currently continuing to discuss DDR6 memory interconnection technology and product standards. According to public information from relevant manufacturers, DDR6RDIMM is expected to be equipped with 2 RCD chips. Therefore, from a longer-term perspective, the memory interconnect chip market will grow further. Regarding the PCIe6.0 Retimer chip, the company has completed the tape-out of the mass production version of the chip in the first half of this year and continues to cooperate with customers for testing and verification; recently, the chip was successfully included in the PCI-SIG supplier list. According to industry information, the standard server CPU platform supporting PCIe6.xRetimer chips is expected to be mass-produced and shipped in 2027. The company is continuing to promote the verification and introduction of this product in domestic and foreign markets, and its large-scale shipments are expected to gradually expand with the mass production of downstream CPU platforms and the maturity of the complete machine ecosystem. In addition, the company is actively promoting the research and development of PCIe7.0 Retimer chips and plans to complete the tape-out of engineering samples this year.