新凯来等多家龙头携半导体新品炸场

Core Insights - The 2025 Bay Area Semiconductor Industry Ecosystem Expo (Bay Chip Expo) opened in Shenzhen, showcasing significant interest and attendance, particularly at the New Kai Lai booth, which featured a high-speed real-time oscilloscope from its subsidiary Wanliyan [1][3] Industry Developments - New Kai Lai's Wanliyan introduced a 90GHz bandwidth oscilloscope, ranking second globally, which supports the semiconductor industry's development by addressing the need for high-end testing equipment [8] - The expo attracted over 600 companies, featuring key areas such as wafer manufacturing, advanced packaging, and semiconductor design, highlighting the industry's shift from passive replacement to independent innovation [7][12] Company Highlights - New Kai Lai presented 16 advanced equipment models covering the entire chip manufacturing process, indicating a significant leap in domestic semiconductor capabilities [7] - Huichuan Technology launched the iFA Evolution platform, which enhances efficiency in industrial automation, reducing mechanical design costs and time by 50% and electrical debugging time by 60% [8][9] Investment and Funding - The Shenzhen Semiconductor and Integrated Circuit Fund was launched with an initial scale of 5 billion yuan, focusing on semiconductor equipment, chip design, and advanced packaging [12][13] - The "Big Fund Phase III" with a registered capital of 344 billion yuan is set to significantly impact the semiconductor sector, emphasizing the strategic importance of domestic chip production [13][14] Market Trends - The Chinese semiconductor industry is transitioning from a "strong middle, weak ends" structure to a phase of "multiple breakthroughs" and "core limitations," showing notable progress in various segments [14][15] - Investment in digital and compound semiconductor chip industries is accelerating, particularly in analog, RF, and optoelectronic chips, which do not rely on advanced processes [15]