Core Insights - The 2025 Bay Area Semiconductor Industry Ecological Expo attracted significant attention, with over 600 exhibitors and a notable increase in visitor traffic, particularly around the company New Kylin [1][2] - New Kylin did not unveil the anticipated lithography machine but showcased optical measurement equipment and models of etching products, drawing a large audience [2][3] - The event highlighted the emergence of new semiconductor companies in the Greater Bay Area, alongside established domestic leaders, showcasing a diverse range of products and innovations [1][4] Company Highlights - New Kylin's subsidiary, Wanliyan, introduced a new generation of ultra-high-speed real-time oscilloscopes, boasting a 500% performance improvement over existing domestic products, targeting applications in semiconductor, 6G communication, and smart driving [2][3] - Another subsidiary, Qiyunfang Technology, launched two EDA software products with a 30% performance enhancement over industry benchmarks, aimed at reducing hardware development cycles by 40% [3] - Industrial control leader, Huichuan Technology, presented a smart electrical design software platform that can cut design costs and time by 50% and 60% respectively [5] Industry Trends - The expo showcased over 115 semiconductor companies from Shenzhen, indicating a robust local industry presence [4] - The Greater Bay Area is positioning itself as a third major hub for China's semiconductor and integrated circuit industry, complementing the Yangtze River Delta and Beijing-Tianjin-Hebei regions [7] - Shenzhen's government is heavily investing in the semiconductor sector, with a 50 billion yuan fund established to support key areas of the industry, contributing to a projected industry scale of 2,564 billion yuan in 2024, a 26.8% year-on-year increase [8]