Core Insights - The 2025 Bay Area Semiconductor Industry Ecosystem Expo (Bay Chip Expo 2025) was held in Shenzhen, attracting over 600 companies from major integrated circuit countries and regions, including prominent global players and domestic firms [1][8] - New Kai Lai emerged as a standout participant, showcasing a range of semiconductor process and testing equipment, including optical inspection products and advanced measurement devices [1][5] - New Kai Lai's subsidiaries, Wanliyan and Qiyunfang, launched new technologies, including domestic EDA design software and a new generation of high-speed real-time oscilloscopes with bandwidth exceeding 90 GHz, addressing critical technology gaps in China's semiconductor capabilities [1][6][7] Company Highlights - New Kai Lai was established in June 2022 in Longgang District, Shenzhen, with a registered capital of 1.5 billion yuan, fully owned by Shenzhen Deep Core Technology Investment Co., Ltd., which is ultimately controlled by the Shenzhen State-owned Assets Supervision and Administration Commission [2] - The company’s booth at the expo attracted significant attention, indicating its role as a key player in the semiconductor industry [1][5] Product Innovations - Wanliyan's newly released 90 GHz oscilloscope enhances domestic oscilloscope performance by 500%, with a sampling rate of 200 billion samples per second, enabling precise capture of high-speed signals [5][6] - Qiyunfang introduced EDA design software that supports collaborative design and improves performance metrics, including a 30% increase in efficiency and a 40% reduction in development cycles [7] Industry Developments - The expo also highlighted the 2024 Annual Top Ten Advances in Chinese Chip Science, showcasing significant technological breakthroughs that challenge foreign monopolies in advanced semiconductor devices [8] - A new semiconductor and integrated circuit fund was launched in Shenzhen with an initial scale of 5 billion yuan, focusing on various core areas, including general and specialized computing power and advanced packaging technologies [9] - Shenzhen's semiconductor and integrated circuit industry is projected to reach 256.4 billion yuan in 2024, reflecting a year-on-year growth of 26.8% [9]

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 Insights - The 2025 Bay Area Semiconductor Industry Ecological Expo attracted significant attention, with over 600 exhibitors, and New Kai Lai emerged as a major highlight despite not launching new products [1][2][4] - New Kai Lai's subsidiaries showcased advanced testing solutions and EDA software, indicating strong innovation capabilities within the company [2][3] - The Bay Area is positioning itself as a critical growth hub for China's semiconductor and integrated circuit industry, supported by government initiatives and a robust industrial ecosystem [7][8] Company Highlights - New Kai Lai's subsidiary Wanliyan introduced a new generation of ultra-high-speed real-time oscilloscopes, improving performance by 500% compared to existing domestic products [2][3] - Another subsidiary, Qiyunfang Technology, launched EDA software that enhances design efficiency and reduces development cycles by 40% [3] - The company attracted significant foot traffic at the expo, indicating strong market interest and engagement [1][2] Industry Developments - The expo featured over 115 semiconductor companies from Shenzhen, showcasing a variety of products and innovations [4] - The semiconductor market is experiencing growth, with companies like Runpeng Semiconductor reporting increased production capacity and market demand driven by rising storage prices [4] - The Bay Area is emerging as the third major hub for integrated circuits in China, alongside the Yangtze River Delta and Beijing-Tianjin-Hebei regions, with over 12,000 industry chain enterprises contributing to a collaborative ecosystem [7][8] Government Support - The Shenzhen government is significantly investing in the semiconductor industry, with a 5 billion yuan fund established to support key areas and technologies [8] - Policies promoting high-quality development in the semiconductor sector have been implemented, aiming to enhance core competitiveness [8] - The semiconductor and integrated circuit industry in Shenzhen reached a scale of 256.4 billion yuan in 2024, reflecting a year-on-year growth of 26.8% [8]