2025湾芯展开幕在即，这家芯片产业新军格外吸睛 新凯来还能带来多少新惊喜？

Core Insights - Shenzhen-based Xinkailai Technology Co., Ltd. has rapidly gained attention in the semiconductor industry, having developed 31 semiconductor equipment models within just over four years of establishment [1][2][3] - The global semiconductor industry is projected to reach a sales figure of $697 billion by 2025, driven primarily by advancements in generative artificial intelligence and data center construction [2] - Xinkailai's recent product launch at the 2025 China International Semiconductor Equipment and Materials Exhibition showcased its capabilities in core semiconductor processes, marking its first public product line reveal [2][3] Company Overview - Xinkailai was founded in 2021 and is fully owned by Shenzhen's Major Industrial Investment Group, focusing on the research, manufacturing, and sales of semiconductor equipment and components [4] - The company has established multiple subsidiaries across major cities in China, creating a comprehensive ecosystem for semiconductor equipment development and production [4] Product Development - At the recent exhibition, Xinkailai introduced six categories of semiconductor equipment, including etching, thin film deposition, and measurement, with all products ready for mass production [2][3] - The equipment is named after famous Chinese mountains, symbolizing the company's ambition to overcome significant technological challenges in the semiconductor field [3] Market Position and Growth - Shenzhen's semiconductor and integrated circuit industry is expected to reach a scale of 256.4 billion yuan in 2024, reflecting a year-on-year growth of 26.8% [7] - The local government has implemented various supportive policies to foster the growth of the semiconductor industry, including measures to enhance high-end chip production and support for core equipment development [7][8] Upcoming Events - Xinkailai will participate in the upcoming Bay Area Semiconductor Industry Ecosystem Expo, where it is expected to unveil innovative products from its subsidiaries, including advanced testing solutions and industrial software [5][6] - The expo is anticipated to attract over 600 domestic and international companies, serving as a significant platform for industry innovation and collaboration [8]