Core Insights - The 2025 Bay Area Semiconductor Industry Ecosystem Expo (Bay Chip Expo) has generated significant excitement, particularly around Shenzhen's Xinkailai Technology Co., which is backed by the Shenzhen State-owned Assets Supervision and Administration Commission [2][4] - Xinkailai's booth attracted attention due to rumors of showcasing a lithography machine, but instead presented two key innovations: a 90GHz ultra-high-speed real-time oscilloscope and a new EDA software for chip design [3][5][9] Group 1: Xinkailai's Innovations - The 90GHz oscilloscope, developed by Xinkailai's subsidiary Wanliyan Technology, is the first of its kind in China, significantly enhancing the bandwidth capabilities of domestic oscilloscopes, which previously maxed out at 20GHz [5][6] - This oscilloscope is crucial for testing advanced chips, such as 7nm AI chips, which require high-speed interfaces [6][7] - Wanliyan's development team, averaging 28 years old, has demonstrated rapid iteration and innovation, achieving over 20 iterations on a single module in a year [7][18] Group 2: EDA Software Launch - Xinkailai's other subsidiary, Qiyunfang Technology, launched two EDA software products that have achieved performance improvements of 30% over industry benchmarks and can reduce hardware development cycles by 40% [9][10] - The EDA software supports collaborative design, allowing multiple engineers to work on complex circuit boards simultaneously, enhancing efficiency [10][11] Group 3: Broader Industry Trends - The Bay Chip Expo reflects a shift in China's semiconductor industry from isolated breakthroughs to a more integrated and collaborative approach across various sectors [21][31] - Companies are increasingly focusing on system integration and collaboration, as seen in the partnerships formed at the expo, which aim to enhance the overall semiconductor ecosystem [32] - The growth of domestic semiconductor capabilities is supported by a large application market, particularly in AI, autonomous driving, and power semiconductors, creating a favorable environment for rapid innovation [19][20]

Core Viewpoint - The 2025 Bay Area Semiconductor Industry Ecological Expo showcased significant advancements in domestic EDA software and high-speed oscilloscopes, highlighting the progress of domestic companies in overcoming foreign monopolies in the semiconductor industry [1][9]. Group 1: EDA Software Developments - Qiyunfang, a subsidiary of Xinkailai, launched two domestically developed EDA design software products with complete independent intellectual property rights, filling a gap in high-end electronic design software technology in China [2][3]. - The EDA software reportedly improves performance by 30% compared to industry benchmarks, supports collaborative design, and reduces hardware development cycles by 40% [5][6]. - Over 20,000 engineers are currently using the EDA software, with positive feedback from the market [6]. Group 2: High-Speed Oscilloscope Innovations - Wanlianyan, another subsidiary of Xinkailai, introduced a new generation of high-speed real-time oscilloscopes with a bandwidth of 90GHz and a sampling rate of 200GSa/s per channel, marking a significant advancement in domestic oscilloscope technology [6][8]. - The new oscilloscope can enhance the performance of domestic oscilloscopes by 500% and is applicable in semiconductor, 6G communication, optical communication, and intelligent driving sectors [6][8]. - Historically, the high-end oscilloscope market in China has been dominated by foreign companies, with domestic products lagging significantly in performance [8].

Group 1 - The core viewpoint of the article highlights the participation of Wanliyan, a subsidiary of Xinkailai, at the 2025 Bay Chip Expo, showcasing its newly launched commercial products, particularly the 90GHz next-generation ultra-high-speed real-time oscilloscope [1] - The 90GHz oscilloscope supports 90GHz bandwidth signal acquisition, with each channel independently supporting a sampling rate of 200GSa/s and a maximum deep storage of 4Gpts [1] - The oscilloscope offers various acquisition modes, including real-time, segmented, high resolution, and peak detection [1]