10月15日-17日，2025湾区半导体产业生态博览会（以下简称"湾芯展 2025"）在深圳举办。 本次展会上，新凯来展出了包括外延沉积EPI设备（峨眉山系列）、原子层沉积ALD设备（阿里山系 列）、物理气相沉积PVD设备（普陀山系列）、刻蚀ETCH设备（武夷山系列）、薄膜沉积CVD设备 （长白山系列）和量检测设备（包括岳麓山、丹霞山、蓬莱山、莫干山等系列）等一系列半导体工艺和 检测装备。 官方数据显示，本次吸引了全球各主要集成电路国家和地区600多家企业参展，包括美国应用材料、泛 林、KLA，日本TEL，韩国3M以及以及北方华创、新凯来、拓荆科技、上海微电子、华润微电子、华 天科技等国内企业，覆盖了晶圆制造、先进封装、芯片设计三大关键环节。 其中，新凯来成为了本届展会的"最大黑马"，展出了包括光学检测产品、物理与X射线量测设备、刻蚀 产品、扩散产品、薄膜产品等一系列半导体工艺和检测装备。 同时，新凯来旗下两家子公司万里眼和启云方，都发布了最新的技术——国产电子工程EDA设计软件 和带宽突破90 GHz的新一代超高速实时示波器。 受益于关键技术的突破，国产芯片"能力版图"正在被一块块补齐。 新凯来，冲破多项技 ...

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]