Core Insights - The 2025 Bay Area Semiconductor Industry Ecosystem Expo in Shenzhen highlights the growing confidence in China's semiconductor industry, showcasing 31 models of equipment and the launch of the 90GHz oscilloscope by Xinkailai [1] Group 1: Shift in Perspective - There is a transition from focusing on single key devices to a systemic approach in semiconductor innovation, emphasizing the need for comprehensive progress across the entire supply chain [2] - Xinkailai's showcased products cover the entire front-end manufacturing process, indicating a shift from "point breakthroughs" to "line integration" in the semiconductor industry [2] - The introduction of the 90GHz oscilloscope represents a systemic thinking approach, addressing the long-standing international monopoly on high-end oscilloscopes, which has previously constrained China's R&D pace [2] Group 2: Importance of Domestic High-End Oscilloscopes - The significance of domestic high-end oscilloscopes lies in achieving autonomy and reconstructing the R&D ecosystem, allowing domestic engineers to avoid lengthy international coordination for equipment failures [3] - This autonomy in basic tools enhances the overall vitality of the innovation chain [3] Group 3: Strategic Shift from "Technical Autonomy" to "Ecosystem Reconstruction" - The matrix of over thirty devices from Xinkailai reshapes industry relationships, allowing Chinese semiconductor companies to have domestic equipment as alternatives, thus altering the strategies of international equipment giants [4] - The existence of "substitute options" transforms companies from being "absolute dependents" to "collaborative innovation clients," reminiscent of the paths taken by the photovoltaic and LCD panel industries [4] - Breakthroughs in the semiconductor industry rely on gradual optimizations and improvements rather than dramatic product launches, creating a silent but cumulative innovation process [4] - The ability of Xinkailai to provide comprehensive equipment solutions and the support of the 90GHz testing needs signify the establishment of a self-sufficient manufacturing base for China's semiconductor industry [4]