According to Zhitong Finance App, Lanqi Technology (688008.SH) announced that the company expects to achieve net profit attributable to shareholders of listed companies of 1.2 billion yuan to 1.3 billion yuan in the third quarter of 2026, an increase of 153.6%-174.7% over the same period last year.

Since this year, with the rapid development of AI inference and agent applications, the demand for server CPUs has continued to grow, further driving the overall demand for memory modules and memory interconnect chips. In the third quarter of 2026, the company relied on its leading position in the industry. Shipments of DDR5 memory interface and module supporting chips increased dramatically, and the share of DDR5 third, fourth, and fifth generation RCD chip shipments further increased, driving the company's business performance to increase dramatically year-on-year.

In the third quarter of 2026, the company expects sales revenue of the interconnect chip product line to be about 2,047 billion yuan, up about 49.3% year on year, and about 20.9% month on month. Demand for related products is expected to increase further in the fourth quarter of this year; the gross margin of the interconnect chip product line is expected to be 68.0% to 68.5% in the third quarter of 2026, up 2.31 to 2.81 percentage points year on year, and 0.57 to 1.07 percentage points month on month.

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