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].

Core Viewpoint - The second Bay Area Semiconductor Industry Ecosystem Expo (Bay Chip Expo 2025) is being held in Shenzhen, showcasing over 600 semiconductor companies and emphasizing Shenzhen's role in becoming a global semiconductor innovation hub [1][3]. Industry Overview - The expo covers an exhibition area of over 60,000 square meters and features more than 30 concurrent events, attracting hundreds of industry experts and scholars [1]. - The Guangdong-Hong Kong-Macao Greater Bay Area has emerged as a core growth area for China's semiconductor and integrated circuit industry, with a significant clustering effect and a collaborative development model among major cities like Guangzhou, Shenzhen, and Zhuhai [3]. Market Trends - In 2024, the semiconductor and integrated circuit industry in Shenzhen is projected to reach a scale of 256.4 billion yuan, reflecting a year-on-year growth of 26.8%. In the first half of 2025, the industry is expected to maintain rapid growth, reaching 142.4 billion yuan, with a year-on-year increase of 16.9% [5]. Event Highlights - The expo features four core exhibition areas, including wafer manufacturing and advanced packaging, as well as three special exhibition areas focused on AI chips, RISC-V ecosystem, and Chiplet technology [3]. - High-end forums such as the International Lithography Conference and Chip Academic Conference are being held during the expo, providing tailored one-on-one matchmaking services to enhance engagement between exhibitors and attendees [3][5]. Ecosystem Development - At least 115 semiconductor companies from Shenzhen are participating in the expo, alongside research institutions, universities, regional governments, and financial institutions, showcasing the strength of Shenzhen as a "hardware first city" [5].