从可用到通用仍需努力

Core Insights - The recent launch of new products by Wanliyan and Qiyunfang at the 2025 Bay Area Semiconductor Industry Expo marks significant advancements in China's semiconductor industry, showcasing a 90GHz ultra-high-speed oscilloscope and domestically developed EDA design software [1][2] Group 1: Breakthroughs in Technology - The 90GHz ultra-high-speed oscilloscope enhances domestic capabilities by 500%, overcoming previous restrictions on high-bandwidth oscilloscopes due to Western export controls [2] - The EDA design software from Qiyunfang fills a critical gap in high-end electronic design software, which has been dominated by three Western companies holding over 70% market share in China [2][4] Group 2: Performance and Efficiency - The EDA software features parallel processing capabilities, improving design collaboration among hardware engineers and achieving a 30% performance increase over industry benchmarks [4] - The oscilloscope boasts a sampling rate of 200 billion samples per second and a storage depth of 4 billion samples, doubling the capacity of similar products [4] Group 3: Ecosystem Development - Qiyunfang's EDA software is compatible with various domestic operating systems and platforms, facilitating integration within a broader product ecosystem [5] - The localization of design software and high-end instruments is expected to drive collaborative innovation across the semiconductor supply chain, enhancing China's self-sufficiency from raw materials to downstream applications [5] Group 4: Future Challenges - Despite the breakthroughs, there is a need for continued efforts to elevate domestic high-end instruments and software from "usable" to "universal" status [5] - Market acceptance and stability of domestic tools require ongoing user feedback and iterative improvements to compete with international leaders [5]