Core Viewpoint - The 2026 Munich Shanghai Optical Expo will be held from March 18 to 20, showcasing cutting-edge technologies and quality resources in the optoelectronic field, with a focus on driving high-quality industry development [1][2]. Group 1: Event Overview - The expo will feature a dedicated semiconductor display area, co-hosted by Semiconductor Industry Observer, covering 27 square meters [2]. - The event aims to connect industry value and support the innovative development of the semiconductor industry in advanced packaging, silicon photonics integration, and chip design [4]. Group 2: Participating Companies - Four leading companies will participate: Zhuhai Silicore Technology Co., Ltd., Guokai Guangxin (Haining) Technology Co., Ltd., Shanghai Langxi Technology Co., Ltd., and Shenzhen Guangjian Technology Co., Ltd. [4][5]. - These companies are recognized for their core technological breakthroughs and mature industrial practices, contributing significantly to the upgrade of the domestic semiconductor industry [5]. Group 3: Company Highlights - **Zhuhai Silicore Technology Co., Ltd.** focuses on EDA software for 2.5D/3D stacked chips, with a closed-loop design platform that supports various chip applications, addressing industry pain points [7][8]. - **Guokai Guangxin (Haining) Technology Co., Ltd.** specializes in silicon nitride silicon photonics technology, achieving high yield production with transmission loss at 0.1 dB/cm and over 95% process yield [13][14]. - **Shanghai Langxi Technology Co., Ltd.** leads in silicon-based passive devices, with breakthroughs in 3D silicon capacitors that exceed traditional ceramic capacitors in lifespan and reliability [18][19]. - **Shenzhen Guangjian Technology Co., Ltd.** has developed a full-stack solution for nano-photonics chips and 3D visual perception, successfully overcoming overseas patent barriers [23][24]. Group 4: Industry Impact - The semiconductor display area will serve as a vital platform for showcasing core strengths and linking industry resources, facilitating discussions on industry trends and potential collaborations [26].

Core Viewpoint - The article highlights the upcoming "Collaborative Innovation Forum from Devices to Networks" scheduled for March 18, 2026, at the Shanghai New International Expo Center, focusing on the semiconductor industry's cross-domain collaboration and innovation [2][10]. Group 1: Event Overview - The forum is organized by Semiconductor Industry Observation and the Munich Shanghai Optical Fair, aiming to address the challenges of the semiconductor supply chain through a comprehensive approach from materials to applications [2]. - The event will feature 200 key industry professionals from various sectors, including operators, equipment manufacturers, and semiconductor companies, ensuring targeted technical exchanges [3][13]. - The forum will utilize a hybrid model of offline and online participation to enhance industry impact and facilitate efficient technology showcase and business matching [3]. Group 2: Shanghai Langxi Technology - Shanghai Langxi Technology, established in March 2023, focuses on silicon-based passive devices and has rapidly developed into a benchmark enterprise in the high-end passive device sector [5][10]. - The company has achieved significant technological breakthroughs, including a three-dimensional capacitor structure that enhances performance metrics such as capacitance density and frequency characteristics [6][8]. - Langxi Technology has applied for 32 core patents, with over 60% being invention patents, establishing a comprehensive technical protection system [9]. Group 3: Technological Innovations - The company employs deep trench etching technology to create high aspect ratio three-dimensional capacitor structures, significantly increasing effective contact area and performance [6]. - It has developed a complete testing and simulation system to ensure the stability and predictability of its silicon-based passive devices, addressing industry pain points in high-frequency applications [7]. - The core products achieve a capacitance density of 2μF/mm² and an impedance of less than 5mΩ at 1GHz, with a lifespan exceeding 100,000 hours, making them suitable for high-end applications [8]. Group 4: Industry Impact and Collaboration - The forum aims to break down barriers between the semiconductor and communication industries, facilitating a collaborative approach to address challenges in the localization process [10][13]. - Langxi Technology's participation will provide insights into the silicon-based passive device sector, offering solutions for power integrity optimization and fostering connections between chip designers and core component manufacturers [10]. - The event is expected to serve as a crucial platform for technology cooperation, market expansion, and ecosystem building, benefiting both large and small enterprises in the semiconductor industry [13].

Core Insights - The Silicon Capacitor Ecological Conference held in Shanghai aims to explore the path for domestic breakthroughs in silicon capacitors, injecting new momentum into AI and high-end manufacturing industries [1][2] - Langxi Technology, established in March 2023, focuses on the research and development of silicon-based passive components and has secured 24 core patents within two years [1] - The company’s core products, including 3D silicon capacitors, silicon inductors, and silicon resistors, are widely used in AI computing chips, high-performance SoCs, high-speed optical modules, and high-density power supplies for servers [1] Industry Trends - The silicon capacitor market is expected to expand significantly due to the explosive demand from AI servers and optical communication [2] - Silicon capacitors are not merely a replacement for traditional products but are opening up a blue ocean market tailored to new industrial demands [2] - The Chinese market's size and diverse applications allow for rapid trial and error, optimization, and iteration of new technologies [2] Competitive Advantages - Langxi Technology has developed advantages in high-density integration design, customized packaging, and flexibility in combining with AI application scenarios [2] - The company is in discussions with leading enterprises in AI computing chips and high-density power supplies to launch comprehensive packaging solutions [2] - By leveraging domestic advantages in AI industry development, Langxi Technology aims to establish a platform for high-end silicon-based passive components, starting with silicon capacitors [2]