时报观察 从新凯来“意想不到的惊喜”亮相说开来

Core Insights - The event marks a significant shift for China's semiconductor equipment industry from "passive substitution" to "active engagement" [1][2] - New Kylin's participation in the exhibition has garnered high attention, indicating a pivotal moment for industry development [1] Group 1: Industry Context - The semiconductor equipment industry in China is entering an "acceleration phase" as companies like New Kylin take proactive steps [1] - The previous reliance on foreign equipment has limited the application and development space for domestic alternatives [1] Group 2: Company Actions - New Kylin has launched 31 new semiconductor equipment models, showcasing confidence in its product capabilities [1] - The company is not acting alone; it has built an ecosystem through subsidiaries that cover R&D, production, and testing [2] - The upcoming product releases from subsidiaries like Wanliyan and Qiyunfang at the exhibition highlight the company's commitment to innovation [2] Group 3: Market Implications - The proactive approach of New Kylin is expected to change perceptions of domestic semiconductor equipment, encouraging a shift from "passive substitution" to "active selection" [2] - The ultimate goal is for domestic semiconductor equipment to transition from being an option to a preferred choice in the market [2]