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]

Core Viewpoint - The 2025 Bay Area Semiconductor Industry Ecosystem Expo (Bay Chip Expo) is being held in Shenzhen from October 15 to October 17, showcasing various semiconductor products and technologies [1] Company Highlights - Shenzhen Xinkailai Industrial Machinery Co., Ltd. exhibited a range of optical inspection and measurement products, including BFI products named after famous mountains [1] - The company showcased DFI products, physical and X-ray measurement equipment, etching products, diffusion products, and thin film products, indicating a diverse portfolio in the semiconductor sector [1] Industry Insights - The expo serves as a platform for the semiconductor industry, highlighting advancements and innovations in optical detection and measurement technologies [1] - The presence of various measurement and etching products suggests a focus on enhancing manufacturing processes within the semiconductor industry [1]

Core Insights - The 2025 Bay Area Semiconductor Industry Ecosystem Expo ("Bay Chip Expo") opened in Shenzhen on October 15, featuring over 60,000 square meters of exhibition space and more than 600 participating companies from over 20 countries and regions [1][21]. - This year's expo includes four core exhibition areas: wafer manufacturing, advanced packaging, compound semiconductors, and chip design, along with three specialized areas focusing on AI chips and edge computing, RISC-V ecosystem, and Chiplet and advanced packaging [1][21]. - Compared to last year's expo, all key metrics have increased by over 50%, including an 80% increase in the participation rate of leading domestic and foreign companies and a 100% growth in the number of global professional buyers [21]. Company Highlights - New Kylin showcased various semiconductor equipment, including optical inspection products, physical and X-ray measurement devices, etching products, diffusion products, and thin film products at their booth [4][20]. - New Kylin's subsidiary, Wanliyan, also had an independent booth, presenting next-generation digital network testing products and high-frequency and high-speed chip testing products [16][20]. - Notable participating companies include global leaders such as Applied Materials, Lam Research, Nikon, and domestic firms like North Huachuang, Shanghai Microelectronics, and Huahong Grace [20][21]. Industry Impact - The Bay Chip Expo serves as a platform for deep integration of the semiconductor industry chain, supply chain, and value chain, promoting collaboration among upstream and downstream sectors in the Greater Bay Area [20][21]. - The expo organized face-to-face meetings between major projects in the Greater Bay Area and participating companies, inviting over 5,000 professional buyers from leading firms such as BYD, Foxconn, DJI, and Yangtze Memory Technologies [21].