Core Insights - The third-generation semiconductor industry is experiencing a structural growth wave driven by the acceleration of 800V high-voltage platforms in electric vehicles, AI servers, photovoltaic storage, and fast charging markets, with SiC and GaN power devices becoming central to industrial upgrades [1][3] - The global isolation chip market, valued at over 40 billion yuan, has a domestic production rate of less than 20%, highlighting a critical technology bottleneck in supply chain security and cost control amid the explosive growth of domestic new energy and storage markets [1][8] Industry Trends - The power semiconductor industry has shifted from "material breakthroughs" to "system restructuring" over the past five years, driven by the high voltage, high power density, and high efficiency demands in electric vehicles, data centers, and consumer electronics [3][4] - Major data centers are transitioning to 800V DC power supply, significantly increasing the demand for SiC devices, with Nvidia's new AI factory expanding GPU support from 4,608 to 6,912 [4][9] Isolation Technology Importance - As power semiconductor technology evolves towards higher voltages and frequencies, isolation technology has become a critical performance bottleneck, impacting system safety and efficiency [7][12] - The global isolation chip market is expected to grow at an annual rate of 8-10% from 2024 to 2030, with high voltage and high frequency applications increasing from 20% to over 45% [7][8] New Developments in Isolation Technology - Traditional isolation technologies are becoming inadequate for modern high voltage and high frequency systems, leading to the exploration of new solutions such as millimeter-wave wireless isolation technology [14][19] - Domestic company DeKe Microelectronics has emerged as a leader in millimeter-wave wireless isolation, achieving significant advancements in speed, reliability, and voltage tolerance, with products already in production [15][17] Market Potential - DeKe Micro's millimeter-wave isolation products are expected to reduce the size of power systems by over 30% while enhancing power density and efficiency, making them suitable for various applications including fast charging and energy storage [18][19] - The isolation technology market, currently dominated by international giants, presents a significant opportunity for domestic players like DeKe Micro to capture market share and drive innovation [19][21]

Core Viewpoint - The article emphasizes that artificial intelligence is rapidly reshaping various industries, leading to an unprecedented surge in computing power demand, which is driving a new trillion-dollar growth cycle in the semiconductor industry [1]. Group 1: Event Overview - The Bay Area Semiconductor Industry Expo (Bay Chip Expo) will be held from October 15 to 17, 2025, in Shenzhen, showcasing over 600 quality companies across a display area of 60,000 square meters [1]. - The expo will focus on three core areas: integrated circuit design, wafer manufacturing, and advanced packaging, creating an international platform for exhibitions, forums, awards, investment promotion, and research reports [1]. Group 2: Industry Innovations - The article highlights the emergence of innovative forces in the semiconductor industry, driven by breakthroughs in AI computing chips, automotive-grade processors, storage, and sensors [1]. - The expo will feature over 20 high-level forums discussing opportunities and challenges in the semiconductor industry under the wave of intelligence, focusing on AI chips, automotive chips, advanced packaging, and EDA design tools [1]. Group 3: Featured Companies and Technologies - Tektronix will showcase a comprehensive solution from wafer-level material testing to chip validation [6]. - CloudWalk will demonstrate real-time inference using its DeepEdge10 chip [6]. - Ouyue Semiconductor will present a smart automotive chip application sandbox, while Zhihui Computing will release its latest RISC-V technology roadmap [6][9]. - The article mentions several companies like DeKe Microelectronics, Suzhou Guoxin Technology, and Huada Semiconductor, highlighting their innovative products and contributions to the automotive and industrial sectors [8][13][17]. Group 4: Industry Dialogue and Forums - The expo will host a forum focusing on the integration of AI, computing power, and communication, inviting top experts and industry leaders to discuss technological breakthroughs and collaborative models [59]. - A series of technical salons and supply-demand matching meetings will be organized to facilitate direct interactions between companies and key purchasers like Huawei and BYD [57]. Group 5: Thematic Exhibition Areas - The expo will feature four thematic exhibition areas: IC design, wafer manufacturing, advanced packaging, and compound semiconductors, showcasing cutting-edge technologies and innovations across the semiconductor supply chain [63]. - The focus on compound semiconductors like silicon carbide (SiC) and gallium nitride (GaN) aligns with the growing applications in electric vehicles and 5G communications [63]. Group 6: Future Prospects - The Bay Chip Expo aims to strengthen its integration with the Greater Bay Area's industrial cluster, serving as a long-term platform for connecting global resources and fostering the semiconductor ecosystem [64]. - The event is positioned as a key opportunity for companies to showcase their technological strengths and expand business collaborations in the rapidly evolving semiconductor landscape [66].