G Sachs maintains a positive outlook on MONTAGE TECH due to increasing demand for memory interface ICs driven by AI workloads on CPUs. The company's proactive expansion of its product portfolio, including MRDIMM, PCIe, CXL, Ethernet, and optical interconnect ICs, is expected to support long-term growth and capture new market opportunities in AI interconnects. The bank anticipates that MRCD and MDB will be strong growth drivers, with their second-generation products entering large-scale sampling and generating significant customer interest. As a result, G Sachs has raised its forecasts and target prices for MONTAGE TECH, maintaining a Buy rating.
