“我们特地赶早来的，你们的光刻机在哪里？”深圳一家成立才几年的公司，今天爆火！

Core Viewpoint - The 2025 Bay Area Semiconductor Industry Ecosystem Expo (Bay Chip Expo) held in Shenzhen showcased significant advancements in domestic semiconductor equipment, particularly highlighting the emerging company Xin Kailai as a key player in the industry [1][3]. Group 1: Event Overview - The Bay Chip Expo featured four main exhibition areas: wafer manufacturing, advanced packaging, compound semiconductors, and chip design, along with three special exhibition areas focusing on AI chips, RISC-V ecosystem, and Chiplet technology [1]. - The exhibition covered over 60,000 square meters with more than 600 participating companies [1]. Group 2: Xin Kailai's Role - Xin Kailai, established in June 2022, quickly gained attention for its focus on domestic semiconductor equipment, addressing a critical weakness in the industry [3]. - The company showcased 16 products across two main categories: process equipment and measurement equipment, although no new products were launched at the expo [1][4]. - Xin Kailai's rapid development included the release of 31 semiconductor equipment models in March 2023, aiming for a comprehensive domestic equipment solution [3]. Group 3: Product Highlights - The showcased products included etching and thin film deposition equipment, which are crucial for semiconductor manufacturing, impacting chip quality and performance [5]. - Xin Kailai's subsidiary, Qiyunfang, launched two EDA design software products with a 30% performance improvement over industry benchmarks, while another subsidiary, Wanlian, introduced a 90GHz high-speed oscilloscope, marking a significant advancement in domestic measurement technology [7][9]. Group 4: Market Context - The global semiconductor equipment market is dominated by international giants, with ASML holding a near-monopoly on high-end lithography machines, indicating that domestic players like Xin Kailai have a long way to go in terms of market share [5]. - The introduction of the 90GHz oscilloscope by Wanlian is particularly noteworthy as it breaks the long-standing dominance of foreign companies in the high-end oscilloscope market, which has historically limited China's technological advancement [10].