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时报观察 | 从新凯来“意想不到的惊喜”亮相说开来
Zheng Quan Shi Bao· 2025-10-14 17:36
Core Viewpoint - The emergence of Xinkailai at the Shenzhen exhibition marks a significant shift in China's semiconductor equipment industry from "passive replacement" to "active engagement," indicating an acceleration in industry development [1][2]. Group 1: Company Initiatives - Xinkailai's booth at the exhibition features the slogan "Chip World, New Choice, Xinkailai," highlighting its strong market presence and the ongoing construction of its exhibition space [1]. - The company has launched 31 semiconductor equipment products across six categories since March, demonstrating its confidence in product capabilities [1]. - Xinkailai's subsidiaries, Wanliyan and Qiyunfang, are set to unveil significant new products at the exhibition, further showcasing the company's proactive approach [1][2]. Group 2: Industry Context - The Chinese semiconductor equipment industry has primarily relied on passive choices due to external pressures, with many companies still preferring foreign equipment over domestic options, which limits the growth of local equipment [1]. - Xinkailai's proactive strategy aims to change perceptions of domestic semiconductor equipment, encouraging a shift from "passive replacement" to "active selection" among enterprises [2]. - The establishment of a comprehensive semiconductor equipment ecosystem by Xinkailai, encompassing R&D, production, and testing through its subsidiaries, represents a significant step towards breaking the isolation of various sectors within the industry [2].