LanSheng Technology rises over 2% in morning trading; company's memory interconnect chips hold leading market position

Lantu Technology (06809) rose nearly 3% intraday. As of the time of writing, the stock price increased by 2.26%, currently trading at HKD 199.10, with a turnover of HKD 272 million.

Recently, at NVIDIA GTC 2026, Micron Technology officially confirmed that it will mass-produce high-performance HBM4 memory for NVIDIA’s next-generation Vera Rubin AI platform. Notably, Micron’s management explicitly stated on-site that the company’s HBM capacity for 2026 is nearly sold out, and most of the orders have been signed with legally binding long-term procurement agreements.

Goldman Sachs’ latest research report indicates that Lantu Technology’s growth is expected to be driven by the increasing demand for advanced memory interconnect technology in cloud computing and AI infrastructure. Driven by growing demand and rapid product expansion, the bank forecasts the company’s revenue will grow at a compound annual rate of 35% from 2025 to 2032. Goldman Sachs believes that, with its leading market position, long-term partnerships with memory manufacturers, and proprietary intellectual property, Lantu Technology will be able to provide long-term technological advantages as it seeks to expand into a broader interconnect chip market in the AI era.

(Edited by: He Chong)

【Disclaimer】This article only reflects the author’s personal views and is not related to Hexun. Hexun.com maintains neutrality regarding the statements and opinions expressed in this article and does not provide any explicit or implied guarantees regarding the accuracy, reliability, or completeness of the content. Readers are advised to use this information for reference only and bear all responsibilities themselves. Email: news_center@staff.hexun.com