“湾芯展”亮出“中国芯” ：多家企业首发新品、技术，示波器水平全球第二，首日30多个“买家参观团”组队看展

Core Insights - The 2025 Bay Area Semiconductor Industry Ecosystem Expo (Bay Chip Expo) is being held from October 15 to 17 in Shenzhen, attracting over 30 visiting groups from various regions [1][2] - The expo features over 60,000 square meters of exhibition space with participation from more than 600 companies and institutions from over 20 countries, showcasing new technologies and products [3] - Notable international exhibitors include ASML, Applied Materials, Tokyo Electron, and others, alongside leading domestic companies like North Huachuang and Shanghai Microelectronics [3] Industry Highlights - The expo includes four core exhibition areas: wafer manufacturing, advanced packaging, and three special areas focusing on AI chips, RISC-V architecture, and Chiplet technology [6] - Domestic semiconductor equipment manufacturer, Shenzhen Xinkailai Industrial Machinery Co., Ltd., launched a 90GHz ultra-high-speed real-time oscilloscope, significantly enhancing performance by 500% and positioning it as the second globally [7] - The event reflects the growing competitiveness of domestic semiconductor technologies and the increasing interest from investors in local companies like Xinkailai, which has been under observation for a year and a half [8] Market Trends - The semiconductor industry is witnessing a shift towards domestic alternatives, with many products already having local substitutes, particularly in ion implantation technology [8] - Companies like Huahai Qingke focus on high-end semiconductor equipment, exploring new opportunities within the integrated circuit manufacturing supply chain [8] - The expo serves as a platform for showcasing the advancements in domestic semiconductor technology and fostering collaboration between international and local firms [3][6]