Group 1 - The 2025 Bay Area Semiconductor Industry Ecosystem Expo (Bay Chip Expo) was held from October 15 to 17 at the Shenzhen Convention Center, where Shenzhen Xinkailai Industrial Machinery Co., Ltd. emerged as a popular attraction [1][3] - Xinkailai is recognized as a domestic semiconductor equipment manufacturer, addressing a critical weakness in the domestic semiconductor industry chain, particularly in equipment development [3] - Established in June 2022, Xinkailai is fully owned by Shenzhen Shenchip Heng Technology Investment Co., Ltd., which is in turn wholly controlled by the Shenzhen State-owned Assets Supervision and Administration Commission [3] Group 2 - In the first half of this year, Xinkailai demonstrated over 30 types of equipment, covering the entire semiconductor manufacturing process with categories including process equipment and measurement equipment [3] - Despite the buzz, Xinkailai did not showcase any lithography machines at the expo [4]

Core Insights - The 2025 Bay Area Semiconductor Industry Ecosystem Expo (Bay Chip Expo) took place from October 15 to 17 in Shenzhen, where Shenzhen Xinkailai Industrial Machinery Co., Ltd. (Xinkailai) emerged as a major attraction, drawing significant attention before 9 AM on the first day of the event [3] - Xinkailai is recognized as a domestic semiconductor equipment manufacturer, addressing a critical weakness in the domestic semiconductor industry chain, particularly in equipment development [3] - Established in June 2022, Xinkailai is fully owned by Shenzhen Shenchip Heng Technology Investment Co., Ltd., which is in turn wholly controlled by the Shenzhen State-owned Assets Supervision and Administration Commission [3] Company Highlights - Xinkailai demonstrated over 30 types of equipment in the first half of this year, categorized into process equipment and measurement equipment, covering nearly the entire semiconductor manufacturing process [3] - The product lineup includes diffusion products, thin film products, optical detection products, and optical measurement products, showcasing the company's technological capabilities [3] - Notably, Xinkailai did not showcase any lithography machine equipment during the expo [4]