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Montage Technology: plan to complete the development and shipment of the mass-production version of CKD chips

According to Montage Technology’s disclosed record of investor relations activities, Montage Technology recently said in institutional research, the company announced in September 2022 the industry’s first launch of the DDR5 first sub-generation clock driver (referred to as CKD chip) engineering prototype, and has sent samples to the industry’s mainstream memory manufacturers, the product will be used for a new generation of desktop and notebook computer memory.

According to the introduction, in the initial stage of DDR5, the UDIMM and SODIMM modules of desktop and notebook computers need to be paired with a PMIC and an SPD, and the CKD chip is not needed for the time being. When the DDR5 data rate reaches 6400MT/s and above, PC-side memory such as UDIMM and SODIMM modules for desktop and notebook PCs must use a dedicated clock driver chip (CKD chip) to buffer and drive the clock signals on the memory modules to meet the integrity and reliability requirements of high-speed clock signals.

Montage says CKD chips will be a new increment for the industry when the annual industry demand for CKD will be positively correlated with the number of DDR5 UDIMMs and SODIMMs (supporting rates of 6400MT / s and above) needed that year. Lantech plans to complete the development and shipment of mass-production versions of CKD chips by the end of 2023.

In addition, Montage Technology noted that the first-generation AI chip has completed the flow of engineering prototypes by the end of 2022 as scheduled, and a series of testing, verification and sample delivery will be carried out subsequently.

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