未见光刻机，新凯来依旧引爆“中国芯”

Group 1 - The core product launched by Wanliyan significantly enhances the bandwidth of domestic oscilloscopes to 90GHz, making it the second highest globally and the only one in China, breaking the Western "Wassenaar Arrangement" blockade [1][3] - The product is positioned as the world's first ultra-high-speed intelligent oscilloscope and the first full-screen oscilloscope, which is crucial for testing advanced chips like 7nm AI chips that require high bandwidth [3][4] - The development of this oscilloscope involved integrating seven key technology areas, showcasing the company's strong system integration and engineering capabilities [3][4] Group 2 - Newkailai's subsidiary, Qiyunfang, launched two EDA software products with independent intellectual property rights, which are essential for chip and PCB design, traditionally dominated by foreign companies [5][6] - The EDA software claims to improve performance by 30% over industry benchmarks and reduce hardware development cycles by 40%, indicating a significant enhancement in R&D efficiency [6][8] - The software supports large-scale, complex circuit designs and allows for collaborative design among multiple engineers, enhancing teamwork and efficiency [6][7] Group 3 - Newkailai's exhibition showcased a range of semiconductor manufacturing equipment, including 16 models for various processes such as thin film deposition and etching, named after famous Chinese mountains [9][10] - The equipment covers critical steps in chip manufacturing, indicating a comprehensive approach to the semiconductor supply chain [10][12] - The company emphasizes collaboration with domestic semiconductor manufacturers and research institutions to provide advanced solutions, moving away from isolated efforts [12][22] Group 4 - The semiconductor industry in China is shifting from individual breakthroughs to a more systematic and comprehensive strategy, as evidenced by the collaborative efforts seen at the Bay Area Semiconductor Industry Expo [16][22] - The integration of materials, equipment, and EDA tools is creating a positive feedback loop that enhances the overall resilience and strategic initiative of the industry [14][22] - The industry is encouraged to strengthen its "soft power" by nurturing talent and creating an innovative ecosystem that supports knowledge sharing and intellectual property protection [22]