Core Insights - Shenzhen SiCarrier Technologies has sparked a surge in A-share market, benefiting related companies in the semiconductor industry due to the "self-controllable semiconductor" concept [1] - The Shenzhen Development and Reform Commission highlighted that SiCarrier will unveil unexpected surprises at the 2025 Bay Area Semiconductor Chip Exhibition [1] Company Overview - SiCarrier Technologies is headquartered in Longgang District, Shenzhen, covering approximately 200,000 square meters with 16 buildings that include R&D centers, production lines, and offices [1] - The company has established R&D branches in Beijing, Shanghai, Xi'an, and Wuhan, with plans to set up technical service centers in Germany and Singapore by 2026, indicating a global R&D and support network [1] - SiCarrier is a strategic emerging enterprise fully controlled by Shenzhen Major Industry Investment Group, with a registered capital of 1.5 billion yuan, reflecting strong government investment in domestic semiconductor equipment [1] Technological Breakthroughs - SiCarrier's subsidiary Wuhan Qiyunfang Technology has launched two domestically developed electronic engineering EDA software, filling a gap in high-end electronic design software technology in China [2] - Another subsidiary, Shenzhen Wanlian Technology, has developed China's first 90GHz ultra-high-speed real-time oscilloscope, establishing a new industrial ecosystem centered around "Chinese standards, Chinese instruments, and Chinese applications" [2] - The 90GHz oscilloscope is crucial for the development of semiconductor integrated circuit technology, 6G breakthroughs, and smart driving industries [2][3] Industry Implications - The ultra-high-speed oscilloscope supports the testing of AI chips with 7nm and below processes, which require bandwidths exceeding 60G-90GHz, thus facilitating the self-controllable development of China's semiconductor industry [2] - In 6G communication R&D, the oscilloscope provides high analog bandwidth and hundreds of GSa/s sampling rates, essential for signal integrity and low noise requirements [3] - The increasing computational power of automotive chips necessitates high-end oscilloscopes for research and testing, aligning with the rapid advancement of intelligent driving technologies [3]

Core Viewpoint - Shenzhen's SiCarrier Technologies has sparked a surge in A-share market, benefiting related companies in the semiconductor industry due to the "self-controllable semiconductor" concept [1] Group 1: Company Overview - SiCarrier Technologies is headquartered in Longgang District, Shenzhen, covering approximately 200,000 square meters with 16 buildings that include R&D centers, production lines, and offices [1] - The company has established R&D branches in Beijing, Shanghai, Xi'an, and Wuhan, with plans to set up technical service centers in Germany and Singapore by 2026, indicating a global R&D and support network [1] - SiCarrier is a strategic emerging enterprise fully controlled by Shenzhen's Major Industry Investment Group, with a registered capital of 1.5 billion yuan, reflecting the Shenzhen government's strong investment in domestic semiconductor equipment [1] Group 2: Technological Breakthroughs - At the Bay Area Semiconductor Exhibition, SiCarrier's subsidiary Wuhan Qiyunfang Technology unveiled two domestically developed electronic engineering EDA software, filling a gap in high-end electronic design software technology in China [2] - Another subsidiary, Shenzhen Wanlian Technology, launched China's first 90GHz ultra-high-speed real-time oscilloscope, establishing a new industrial ecosystem centered around "Chinese standards, Chinese instruments, and Chinese applications" [2] - The 90GHz oscilloscope is crucial for the development of semiconductor integrated circuit technology, 6G breakthroughs, and smart driving industries, supporting the autonomous development of China's semiconductor sector [2][3] Group 3: Industry Implications - The 90GHz oscilloscope provides high analog bandwidth and hundreds of GSa/s sampling rates, essential for signal integrity and low noise requirements, thereby supporting China's 6G technology advancements [3] - As intelligent driving technology progresses, the demand for high-end oscilloscopes increases due to the growing computational power of automotive chips and the need for higher communication speeds [3]