直击“湾芯展”：“惊喜”不止新凯来

Core Insights - The 2025 Bay Area Semiconductor Industry Ecosystem Expo (Bay Chip Expo) has generated significant excitement, particularly around Shenzhen's Xinkailai Technology Co., which is backed by the Shenzhen State-owned Assets Supervision and Administration Commission [2][4] - Xinkailai's booth attracted attention due to rumors of showcasing a lithography machine, but instead presented two key innovations: a 90GHz ultra-high-speed real-time oscilloscope and a new EDA software for chip design [3][5][9] Group 1: Xinkailai's Innovations - The 90GHz oscilloscope, developed by Xinkailai's subsidiary Wanliyan Technology, is the first of its kind in China, significantly enhancing the bandwidth capabilities of domestic oscilloscopes, which previously maxed out at 20GHz [5][6] - This oscilloscope is crucial for testing advanced chips, such as 7nm AI chips, which require high-speed interfaces [6][7] - Wanliyan's development team, averaging 28 years old, has demonstrated rapid iteration and innovation, achieving over 20 iterations on a single module in a year [7][18] Group 2: EDA Software Launch - Xinkailai's other subsidiary, Qiyunfang Technology, launched two EDA software products that have achieved performance improvements of 30% over industry benchmarks and can reduce hardware development cycles by 40% [9][10] - The EDA software supports collaborative design, allowing multiple engineers to work on complex circuit boards simultaneously, enhancing efficiency [10][11] Group 3: Broader Industry Trends - The Bay Chip Expo reflects a shift in China's semiconductor industry from isolated breakthroughs to a more integrated and collaborative approach across various sectors [21][31] - Companies are increasingly focusing on system integration and collaboration, as seen in the partnerships formed at the expo, which aim to enhance the overall semiconductor ecosystem [32] - The growth of domestic semiconductor capabilities is supported by a large application market, particularly in AI, autonomous driving, and power semiconductors, creating a favorable environment for rapid innovation [19][20]