Professional
Added to YB: 2026-06-22
Pitch date: 2026-03-31
6809.HK [bullish]
Montage Technology Co., Ltd.
+65.55%
current return
Author Info
No bio for this author
Company Info
Montage Technology Co., Ltd., an integrated circuit (IC) design company, provides IC-based solutions for cloud computing and AI infrastructure in the People’s Republic of China.
Market Cap
CNY 251.8B
Pitch Price
CNY 163.34
Price Target
N/A
Dividend
0.29%
EV/EBITDA
106.89
P/E
97.45
EV/Sales
41.27
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Baron Emerging Markets Fund New Position: Montage Technology Co., Ltd.
6809.HK (new position): Leading global memory interface chip supplier, majority rev ex-China (rare for Chinese semis). Moat via patents, 20yr design edge, mission-critical role. AI server boom drives more memory modules/server + higher chip ASPs. Expanding into PCIe retimers/switches (multiples larger TAM). Est 30%+ EPS CAGR over 3-5yrs.
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