Chinese Chip Designers Target DDR5 and CXL Memory Connectivity

DigiTimes reports growing activity among Chinese chip designers in high-speed connectivity for AI servers. Montage Technology expects its third-quarter 2026 profit to more than double, attributing the outlook to stronger DDR5 shipments. Separately, Shenzhen-based Techwinsemi is developing Compute Express Link controllers for memory expansion. Together, the developments point to activity across both memory modules and systems that extend memory capacity; the source does not quantify market-wide shipment or pricing effects.