Core Insights - New Kai Lai has gained significant attention at the Bay Area Semiconductor Chip Exhibition, showcasing a variety of semiconductor equipment and technologies [1][4] - The company is expected to reveal innovative products that could disrupt the semiconductor manufacturing process, particularly in critical areas such as epitaxy and atomic layer deposition [8][12] Product Showcase - New Kai Lai presented multiple categories of semiconductor equipment, including optical detection products, physical and X-ray measurement devices, etching products, diffusion products, and thin film products [1][4] - The company’s subsidiaries, such as Wanliyan, also showcased advanced technologies, including next-generation digital network testing products and high-frequency chip testing equipment [1][9] Technological Advancements - Wanliyan introduced two domestic electronic engineering EDA design software tools, filling a gap in the high-end EDA market previously dominated by Western companies [9][10] - The new EDA software reportedly improves performance by 30% compared to industry benchmarks and reduces hardware development cycles by 40% [9][10] Market Positioning - New Kai Lai is strategically positioned within the semiconductor ecosystem, having established partnerships with various listed companies and suppliers [16][17] - The company is actively collaborating with other semiconductor manufacturers, indicating a broad interest in its products and technologies [17] Industry Impact - The introduction of high-bandwidth oscilloscopes by Wanliyan, with capabilities exceeding 90 GHz, represents a significant advancement in domestic measurement technology, addressing a critical need in the semiconductor industry [11][12][15] - The performance enhancement of oscilloscopes is crucial for the development of next-generation technologies, such as AI chips and 6G communications [12][15]

Core Insights - The article highlights the presence of the domestic semiconductor equipment company, Xinkailai, and its subsidiaries at the 2025 Bay Area Semiconductor Industry Ecosystem Expo, showcasing advancements in semiconductor technology [1][12]. Company Developments - Xinkailai's subsidiary, Wanliyan, introduced a new generation of ultra-high-speed real-time oscilloscopes, featuring 90GHz bandwidth signal acquisition and a sampling rate of 200GSa/s per channel, significantly enhancing performance compared to previous domestic offerings [3][5]. - Another subsidiary, Qiyunfang, launched two EDA (Electronic Design Automation) software products with a 30% performance improvement over industry benchmarks and a 40% reduction in hardware development cycles, addressing gaps in high-end electronic design software in China [7][9]. Market Context - The high-end oscilloscope market in China has been dominated by foreign companies, with domestic products previously lagging in performance, having bandwidths between 8GHz and 18GHz, while leading international products exceed 60GHz [5][9]. - The advancements in Wanliyan's oscilloscope technology are expected to support the development of advanced semiconductor processes, including 3nm and 5nm technologies, which are critical for the future of the semiconductor industry [5][9]. Company Structure - Xinkailai was established in June 2022, with a registered capital of 1.5 billion RMB, and is fully owned by Shenzhen Deep Chip Heng Technology Investment Co., Ltd., which is controlled by the Shenzhen State-owned Assets Supervision and Administration Commission [9][12]. - The company has multiple subsidiaries, including Wanliyan and Qiyunfang, which are focused on different aspects of semiconductor technology and design [12].