时报观察丨从新凯来“意想不到的惊喜”亮相说开来

Core Viewpoint - The article emphasizes that domestic semiconductor equipment is transitioning from being a "optional" choice to a "preferred" one, moving from a "backup" role to a "main" role in the industry [1][3]. Group 1: Industry Development - The recent exhibition by New Kylin in Shenzhen has garnered significant attention, marking a key step in China's semiconductor equipment industry moving from "passive substitution" to "active engagement" [2]. - The Shenzhen Municipal Development and Reform Commission highlighted New Kylin and its subsidiaries at the "2025 Bay Area Semiconductor Industry Ecosystem Expo," indicating that they would bring "unexpected surprises" [2]. - New Kylin has launched 31 semiconductor equipment products since March, showcasing confidence in their product capabilities [2]. Group 2: Market Dynamics - The shift towards "active selection" of domestic semiconductor equipment is crucial for the industry's further development, as many companies still prefer foreign equipment over domestic options [2][3]. - New Kylin is not acting alone; it has built an ecosystem of semiconductor equipment through multiple subsidiaries, which enhances its capabilities in research, production, and testing [3]. - The introduction of advanced technologies and mature products by companies like New Kylin is expected to change perceptions about the strength of domestic semiconductor equipment [3]. Group 3: Future Outlook - The article concludes that domestic semiconductor equipment will eventually become the "main choice" rather than just an alternative, with New Kylin's recent initiatives acting as a catalyst for this transition [3].