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未见光刻机,新凯来依旧引爆“中国芯”
经济观察报· 2025-10-16 11:47
Core Viewpoint - The article highlights the significant advancements in China's semiconductor industry, particularly through the introduction of innovative products by companies like Wanliyan and Xinkailai, which are breaking through technological barriers and enhancing domestic capabilities in high-end testing equipment and EDA software [2][6][12]. Group 1: Wanliyan's Innovations - Wanliyan has launched a new 90GHz high-speed oscilloscope, which is the second fastest globally and the only one in China, breaking the Western "Wassenaar Arrangement" restrictions [2][7]. - The oscilloscope's high bandwidth allows for precise testing of advanced chips, such as 7nm AI chips, which require around 60GHz to 90GHz for effective testing [8][9]. - The development of this oscilloscope involved integrating seven key technology areas, showcasing Wanliyan's strong system integration and engineering capabilities [9][10]. Group 2: Xinkailai's EDA Software - Xinkailai's subsidiary, Qiyunfang, introduced two EDA software products with independent intellectual property rights, which are crucial for chip and PCB design [12][13]. - The new EDA software reportedly improves performance by 30% over industry benchmarks and reduces hardware development cycles by 40% [14]. - The software supports collaborative design, allowing multiple engineers to work on complex circuit boards simultaneously, enhancing efficiency [14][15]. Group 3: Market Context and Collaboration - The article emphasizes the collaborative progress in domestic semiconductor equipment, materials, and EDA tools, which are creating a positive feedback loop for innovation [23][35]. - The growth of companies like Xinkailai is closely tied to the expanding domestic market for AI, automotive, and data center chips, providing unique opportunities for rapid product iteration and commercialization [23][24]. - The article notes a shift in the semiconductor industry from isolated breakthroughs to a more integrated approach, where companies are working together across the supply chain to enhance overall efficiency and innovation [26][35].