新凯来火爆湾芯展 现场首日未见光刻机现身

Core Insights - The 2025 Bay Area Semiconductor Industry Ecosystem Expo (Bay Chip Expo) took place from October 15 to 17 in Shenzhen, where Shenzhen Xinkailai Industrial Machinery Co., Ltd. (Xinkailai) emerged as a major attraction, drawing significant attention before 9 AM on the first day of the event [3] - Xinkailai is recognized as a domestic semiconductor equipment manufacturer, addressing a critical weakness in the domestic semiconductor industry chain, particularly in equipment development [3] - Established in June 2022, Xinkailai is fully owned by Shenzhen Shenchip Heng Technology Investment Co., Ltd., which is in turn wholly controlled by the Shenzhen State-owned Assets Supervision and Administration Commission [3] Company Highlights - Xinkailai demonstrated over 30 types of equipment in the first half of this year, categorized into process equipment and measurement equipment, covering nearly the entire semiconductor manufacturing process [3] - The product lineup includes diffusion products, thin film products, optical detection products, and optical measurement products, showcasing the company's technological capabilities [3] - Notably, Xinkailai did not showcase any lithography machine equipment during the expo [4]