从新凯来“意想不到的惊喜”亮相说开来

Core Insights - The article highlights the significant attention surrounding Xinkailai's participation in the semiconductor industry, marking a pivotal shift from "passive replacement" to "active engagement" in China's semiconductor equipment sector [1][2] - The proactive promotion by both the government and the company itself is seen as a catalyst for this transformation, with expectations of innovative product launches at the recent exhibition [1][2] Group 1 - Xinkailai's exhibition at the Shenzhen Convention Center is a key moment for the semiconductor equipment industry, indicating a transition to a more aggressive market approach [1] - The Shenzhen Development and Reform Commission emphasized Xinkailai's potential contributions during the "2025 Bay Area Semiconductor Industry Ecosystem Expo," creating anticipation for the company's showcase [1] - Xinkailai's subsidiaries, such as Wanliyan and Qiyunfang, are set to unveil significant products, reflecting the company's confidence in its technological capabilities [1][2] Group 2 - The shift towards active engagement is expected to alter perceptions of domestic semiconductor equipment, encouraging companies to move from "passive replacement" to "active selection" of local products [2] - Xinkailai is not operating in isolation; it has established a comprehensive ecosystem through its subsidiaries, covering research, production, and testing, which supports the active replacement strategy [2] - The article suggests that domestic semiconductor equipment will transition from being an option to a preferred choice, with Xinkailai's initiatives acting as a catalyst for this change [2]