Core Viewpoint - The 2025 Bay Area Semiconductor Industry Ecological Expo (Bay Chip Expo) opened in Shenzhen, with significant attention on Xinkailai, a rising star in semiconductor equipment, which is expected to showcase innovative products and solutions [1] Company Overview - Xinkailai, established in 2021 and originating from Huawei's "Starlight Project Division," focuses on the research, manufacturing, sales, and service of semiconductor equipment and components [1] - The company aims to provide innovative technologies and product solutions for clients in the semiconductor industry [1] Product Launches - Xinkailai's subsidiary, Qiyunfang, launched two domestically developed EDA (Electronic Design Automation) software products with complete independent intellectual property rights, crucial for chip design and manufacturing [2][3] - The EDA market in China currently has a domestic market share of less than 20%, dominated by overseas giants like Synopsys, Cadence, and Siemens EDA [2] - Qiyunfang's EDA products reportedly improve performance by 30% compared to industry benchmarks and can reduce hardware development cycles by 40% [3] Technological Advancements - Xinkailai's subsidiary, Shenzhen Wanliyan Technology, unveiled a new generation of ultra-high-speed real-time oscilloscopes with significant performance breakthroughs, including a bandwidth exceeding 90GHz and a sampling rate of 200GSa/s [3][4] - The oscilloscope is designed to support advanced process chip development, ensuring complete capture of high-frequency signals [4] Industry Impact - The core technology and application of the 200GSa/s ultra-high-speed real-time oscilloscope received a first-class award from the China Instrument and Meter Society, marking a significant achievement in breaking the monopoly of foreign high-end oscilloscopes [5] - The advancements in ADC (Analog-to-Digital Converter) technology are critical for high-end oscilloscopes, influencing signal acquisition speed and measurement accuracy [5][6] - The domestic oscilloscope market is experiencing a shift towards high-end products, with companies like Puyuan and Wanliyan making significant progress [6]