中美半导体竞争进入新阶段，国产芯片“能力版图”逐步补齐

Core Insights - The 2025 Bay Area Semiconductor Industry Ecosystem Expo (Bay Chip Expo 2025) was held in Shenzhen, attracting over 600 companies from major integrated circuit countries and regions, including prominent global players and domestic firms [1][8] - New Kai Lai emerged as a standout participant, showcasing a range of semiconductor process and testing equipment, including optical inspection products and advanced measurement devices [1][5] - New Kai Lai's subsidiaries, Wanliyan and Qiyunfang, launched new technologies, including domestic EDA design software and a new generation of high-speed real-time oscilloscopes with bandwidth exceeding 90 GHz, addressing critical technology gaps in China's semiconductor capabilities [1][6][7] Company Highlights - New Kai Lai was established in June 2022 in Longgang District, Shenzhen, with a registered capital of 1.5 billion yuan, fully owned by Shenzhen Deep Core Technology Investment Co., Ltd., which is ultimately controlled by the Shenzhen State-owned Assets Supervision and Administration Commission [2] - The company’s booth at the expo attracted significant attention, indicating its role as a key player in the semiconductor industry [1][5] Product Innovations - Wanliyan's newly released 90 GHz oscilloscope enhances domestic oscilloscope performance by 500%, with a sampling rate of 200 billion samples per second, enabling precise capture of high-speed signals [5][6] - Qiyunfang introduced EDA design software that supports collaborative design and improves performance metrics, including a 30% increase in efficiency and a 40% reduction in development cycles [7] Industry Developments - The expo also highlighted the 2024 Annual Top Ten Advances in Chinese Chip Science, showcasing significant technological breakthroughs that challenge foreign monopolies in advanced semiconductor devices [8] - A new semiconductor and integrated circuit fund was launched in Shenzhen with an initial scale of 5 billion yuan, focusing on various core areas, including general and specialized computing power and advanced packaging technologies [9] - Shenzhen's semiconductor and integrated circuit industry is projected to reach 256.4 billion yuan in 2024, reflecting a year-on-year growth of 26.8% [9]