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 - Shenzhen-based Xinkailai Technology Co., Ltd. has rapidly gained attention in the semiconductor industry, having developed 31 semiconductor equipment models within just over four years of establishment [1][2][3] - The global semiconductor industry is projected to reach a sales figure of $697 billion by 2025, driven primarily by advancements in generative artificial intelligence and data center construction [2] - Xinkailai's recent product launch at the 2025 China International Semiconductor Equipment and Materials Exhibition showcased its capabilities in core semiconductor processes, marking its first public product line reveal [2][3] Company Overview - Xinkailai was founded in 2021 and is fully owned by Shenzhen's Major Industrial Investment Group, focusing on the research, manufacturing, and sales of semiconductor equipment and components [4] - The company has established multiple subsidiaries across major cities in China, creating a comprehensive ecosystem for semiconductor equipment development and production [4] Product Development - At the recent exhibition, Xinkailai introduced six categories of semiconductor equipment, including etching, thin film deposition, and measurement, with all products ready for mass production [2][3] - The equipment is named after famous Chinese mountains, symbolizing the company's ambition to overcome significant technological challenges in the semiconductor field [3] Market Position and Growth - Shenzhen's semiconductor and integrated circuit industry is expected to reach a scale of 256.4 billion yuan in 2024, reflecting a year-on-year growth of 26.8% [7] - The local government has implemented various supportive policies to foster the growth of the semiconductor industry, including measures to enhance high-end chip production and support for core equipment development [7][8] Upcoming Events - Xinkailai will participate in the upcoming Bay Area Semiconductor Industry Ecosystem Expo, where it is expected to unveil innovative products from its subsidiaries, including advanced testing solutions and industrial software [5][6] - The expo is anticipated to attract over 600 domestic and international companies, serving as a significant platform for industry innovation and collaboration [8]