"示波器是电子产业的'心电图仪'，从芯片设计、封装测试到系统调试，每个环节都离不开它。"万里眼CEO刘桑在接受采访时，一语道破高端示波器的产业 价值。此前，国内厂商示波器带宽普遍低于20GHz，而西方国家对60GHz以上产品实施出口管制，大量科研机构、企业面临"无仪可用"的困境。 性能提升 500% ，存储深度突破 40 亿样点 谈及此次90GHz示波器的突破，刘桑将核心归功于对"根技术"的深耕。"关键器件、先进基础材料、制造工艺、系统集成能力、软件、智能算法、协议能 力，这7个领域是高端电子测量仪器的命脉。"他强调，万里眼并非单点突破，而是联合产业链伙伴，在ADC（模数转换器）、低噪放大器、微组装技术等 关键环节持续投入，最终实现系统级的性能跃升。 据他介绍，除90GHz带宽外，其示波器采样率达每秒2000亿次，可精准捕获皮秒级瞬态信号；存储深度突破40亿样点，是同级别产品的2倍，能连续无间隙 记录复杂信号。更值得关注的是，其独创的"智能参数寻优"功能，通过专用模型可在10分钟内遍历万种配置，将测试效率提升百倍以上；"慧眼架构"集成的 32核通用处理器，性能达到业界标准的4倍，还支持300+ TFLOPS的 ...

Core Insights - The 2025 Bay Area Semiconductor Industry Ecosystem Expo in Shenzhen highlights the growing confidence in China's semiconductor industry, showcasing 31 models of equipment and the launch of the 90GHz oscilloscope by Xinkailai [1] Group 1: Shift in Perspective - There is a transition from focusing on single key devices to a systemic approach in semiconductor innovation, emphasizing the need for comprehensive progress across the entire supply chain [2] - Xinkailai's showcased products cover the entire front-end manufacturing process, indicating a shift from "point breakthroughs" to "line integration" in the semiconductor industry [2] - The introduction of the 90GHz oscilloscope represents a systemic thinking approach, addressing the long-standing international monopoly on high-end oscilloscopes, which has previously constrained China's R&D pace [2] Group 2: Importance of Domestic High-End Oscilloscopes - The significance of domestic high-end oscilloscopes lies in achieving autonomy and reconstructing the R&D ecosystem, allowing domestic engineers to avoid lengthy international coordination for equipment failures [3] - This autonomy in basic tools enhances the overall vitality of the innovation chain [3] Group 3: Strategic Shift from "Technical Autonomy" to "Ecosystem Reconstruction" - The matrix of over thirty devices from Xinkailai reshapes industry relationships, allowing Chinese semiconductor companies to have domestic equipment as alternatives, thus altering the strategies of international equipment giants [4] - The existence of "substitute options" transforms companies from being "absolute dependents" to "collaborative innovation clients," reminiscent of the paths taken by the photovoltaic and LCD panel industries [4] - Breakthroughs in the semiconductor industry rely on gradual optimizations and improvements rather than dramatic product launches, creating a silent but cumulative innovation process [4] - The ability of Xinkailai to provide comprehensive equipment solutions and the support of the 90GHz testing needs signify the establishment of a self-sufficient manufacturing base for China's semiconductor industry [4]

Core Viewpoint - The 2025 Bay Area Semiconductor Industry Ecosystem Expo in Shenzhen highlights the growing confidence and systemic advancements in China's semiconductor industry, moving beyond single-point innovations to a comprehensive approach that covers the entire manufacturing process [1][2]. Group 1: Industry Developments - The expo showcased 31 models of semiconductor equipment from New Kailai, emphasizing the importance of a complete process chain in semiconductor manufacturing, which is crucial for industrial breakthroughs [1]. - The introduction of the domestic 90GHz oscilloscope signifies a shift towards self-sufficiency in high-end testing equipment, reducing reliance on international suppliers and enhancing the innovation ecosystem [2]. Group 2: Strategic Implications - The presence of domestic equipment options allows Chinese semiconductor companies to transition from being dependent clients to collaborative innovators, reshaping the dynamics with international equipment manufacturers [2]. - The evolution of the semiconductor industry is characterized by gradual improvements in process parameters and material purity, rather than dramatic product launches, establishing a solid foundation for sustainable growth [3].