时报观察丨从新凯来“意想不到的惊喜”亮相说开来

Core Viewpoint - The Chinese semiconductor equipment industry is transitioning from "passive replacement" to "active selection," with companies like New Kylin leading this shift by showcasing advanced technologies and products [1][2]. Group 1: Industry Development - The recent exhibition in Shenzhen highlighted the significant attention on New Kylin, indicating a critical step in the industry's development as it enters an "acceleration phase" [1]. - The Shenzhen Development and Reform Commission emphasized the importance of New Kylin and its subsidiaries during the "2025 Bay Area Semiconductor Industry Ecosystem Expo," suggesting that they will bring "unexpected surprises" [1]. - The shift towards domestic semiconductor equipment is driven by a need for proactive engagement rather than merely responding to external pressures [1]. Group 2: Company Strategy - New Kylin has launched 31 semiconductor equipment models across six categories since March, demonstrating confidence in its product capabilities [1]. - The company is not acting alone; it has established a semiconductor equipment ecosystem through its subsidiaries, which will present significant products at the exhibition, such as a new generation of high-speed real-time oscilloscopes [2]. - This comprehensive approach aims to change perceptions of domestic semiconductor equipment and accelerate the transition from "passive replacement" to "active selection" among enterprises [2].