Core Insights - The 2025 Bay Area Semiconductor Industry Ecosystem Expo (referred to as "Bay Chip Expo") opened in Shenzhen on October 15, attracting significant attention and attendance [1][2] - New Kylin and its subsidiary Wanliyan showcased a variety of products, including a highly anticipated 90GHz ultra-high-speed real-time oscilloscope [3][5] Group 1: Event Overview - The Bay Chip Expo commenced with a large crowd, with attendees lining up to enter the venue as early as 9 AM [1] - The event featured numerous exhibitors, with New Kylin's booth drawing considerable interest from visitors [1][2] Group 2: Product Highlights - New Kylin displayed six categories of products, including diffusion, etching, thin films, optical detection, optical measurement, and physical and X-ray measurement, totaling 16 products [3] - Wanliyan's independent booth featured the 90GHz ultra-high-speed real-time oscilloscope, which was highlighted as one of the key attractions of the expo [3][5]

Group 1 - The semiconductor industry chain is experiencing a continuous pullback, with the China Securities Chip Industry Index down by 5.5% and the China Securities Semiconductor Materials and Equipment Theme Index down by 6.2% as of 14:10 [1] - The 2025 Bay Area Semiconductor Industry Ecosystem Expo will be held in Shenzhen tomorrow, featuring four major exhibition areas: IC design, wafer manufacturing, advanced packaging, and compound semiconductors, attracting over 600 leading domestic and international companies including ASML and Northern Huachuang [1] - Shenzhen's Development and Reform Commission stated that multiple subsidiaries of New Kai Lai will participate in the expo, showcasing significant innovations, following their successful display of 31 semiconductor process equipment at the Shanghai Semiconductor Equipment Exhibition in March [1] Group 2 - The China Securities Chip Industry Index consists of 50 stocks involved in chip design, manufacturing, packaging and testing, as well as semiconductor materials and production equipment, with the digital chip design sector accounting for over half and the semiconductor equipment sector nearly 20% [2] - The China Securities Semiconductor Materials and Equipment Theme Index is composed of 40 stocks related to semiconductor materials and equipment, with semiconductor equipment and materials sectors accounting for 60% and 20% respectively [2] - Investors can leverage semiconductor ETFs such as E Fund (516350) and semiconductor equipment ETF E Fund (159558) to capture investment opportunities within the semiconductor industry chain [2]

Core Insights - The 2025 Bay Area Semiconductor Chip Exhibition (Bay Chip Expo) will be held from October 15 to 17 in Shenzhen, showcasing over 600 leading domestic and international companies in the semiconductor industry [1][3] - Shenzhen's local semiconductor company, Xinkailai, will participate in the expo and is expected to present significant innovations [1][3] Industry Overview - The theme of this year's expo is "Chips Empower the Future, Intelligent Creation of Ecosystems," featuring four major exhibition areas: IC design, wafer manufacturing, advanced packaging, and compound semiconductors [3] - The event is anticipated to attract over 60,000 professional visitors, highlighting the growing interest and investment in the semiconductor sector [3] Company Highlights - Xinkailai Technology Co., Ltd., established in 2021 and fully owned by Shenzhen Shenchip Heng Technology Investment Co., Ltd., will showcase its capabilities at the expo [3][4] - The company has previously gained recognition at the Shanghai Semiconductor Equipment Exhibition, where it displayed 31 types of semiconductor process equipment across six categories, demonstrating its potential in high-end equipment manufacturing [3][4] - Xinkailai has established partnerships with several listed companies, including Zhichun Technology, Zhengfan Technology, Luwei Optoelectronics, and Huate Gas, which are expected to enhance its industrial collaboration and technological accumulation [4] Market Growth - Shenzhen's semiconductor and integrated circuit industry has experienced rapid growth, with an industry scale reaching 256.4 billion yuan in 2024, a year-on-year increase of 26.8% [4] - The first half of 2025 is projected to continue this growth trend, reaching 142.4 billion yuan, up 16.9% year-on-year [4] - The Shenzhen government has established a 5 billion yuan industrial investment fund and is actively promoting the optimization and upgrading of the industry ecosystem through policies, funding, talent, and platforms [4]