Core Insights - The event at the 2025 Bay Area Semiconductor Industry Ecosystem Expo revealed significant advancements by the domestic semiconductor equipment manufacturer, Xinkailai, which attracted considerable attention despite not launching new products [1][3] - Xinkailai's strategy focuses on addressing critical gaps in China's semiconductor supply chain, particularly in high-end equipment and software that have historically relied on imports from the US and Japan [3][4] Group 1: Company Developments - Xinkailai's booth was a major attraction at the expo, with a strong emphasis on "domestic equipment," highlighting the growing interest in local semiconductor solutions [1][3] - The company did not release new products at the expo, but its subsidiaries, Qiyunfang and Wanliyan, showcased significant innovations in EDA software and high-speed oscilloscopes, respectively [1][4] - Qiyunfang launched two EDA design software products with fully independent intellectual property, aimed at filling the technological gap in high-end electronic design software, which has been dominated by foreign companies [4][5] Group 2: Industry Impact - Wanliyan introduced a new generation of ultra-high-speed real-time oscilloscopes with a bandwidth exceeding 90GHz, marking a significant advancement in China's electronic measurement capabilities [5][8] - The oscilloscope's performance is reported to be 500% better than previous models, breaking through Western technology barriers and addressing critical needs in the Chinese electronic industry [8] - The developments from Xinkailai's subsidiaries are seen as crucial steps in enhancing China's semiconductor ecosystem, providing essential tools for research and development in high-tech industries [4][5][8]