Core Insights - The semiconductor industry is becoming a key measure of national technological strength and industrial competitiveness, with Shenzhen gaining global attention as an "innovation city" [1] - The 2025 Bay Area Semiconductor Industry Ecological Expo showcased over 600 exhibitors and more than 60,000 square meters of exhibition space, featuring leading companies and their innovative products [1] Industry Developments - Shenzhen districts showcased new technologies, products, and achievements, with a focus on unique industrial development paths to enhance the semiconductor ecosystem [2] - Longgang District presented a comprehensive industrial chain at the expo, highlighting its capabilities in IC design, manufacturing, testing, and more, with a significant focus on the third-generation semiconductor technology [3][4] - The establishment of a 12-inch integrated circuit production line by Runpeng Semiconductor in Bao'an aims to address Shenzhen's chip manufacturing shortfalls [5] Company Highlights - New Kai Lai's subsidiary, Wanliyan, launched a new generation of ultra-high-speed real-time oscilloscopes with a bandwidth exceeding 90GHz, crucial for chip-level testing [3] - Founder Microelectronics showcased its SiC products for automotive and industrial applications, claiming to have the largest domestic production capacity for automotive-grade SiC chips [4] - Bao'an's exhibition featured 32 companies, including industry giants like China Resources Microelectronics and emerging players like Blue Motion Precision, which competes with international firms [5] Investment and Growth - The Shenzhen Semiconductor and Integrated Circuit Industry Investment Fund was launched with an initial scale of 5 billion RMB, focusing on key areas such as semiconductor equipment and chip design [8][9] - The semiconductor and integrated circuit industry in Shenzhen is projected to reach a scale of 256.4 billion RMB in 2024, with a year-on-year growth of 26.8% [9]

Group 1 - The second Bay Area Semiconductor Industry Ecosystem Expo ("Bay Chip Expo 2025") was held in Shenzhen, showcasing key products from local semiconductor companies [1] - Jiangyuan Technology exhibited the D10 AI inference card, the first domestically produced chip capable of deploying the DeepSeek-R1 large parameter model, with eight cards supporting DeepSeek-R1671B quantization [1] - The D20, an upgraded product of the D10 featuring an innovative dual-chip architecture, is set to be released in November 2023, offering significantly improved computing density and integration, with 256GB of memory designed for larger parameter models [1] Group 2 - Huizhun Technology, a fabless chip design company, showcased three main chip products targeting smart home, industrial control, and motor applications [2] - The new sensor chip from Huizhun, a benchmark product in the optoelectronic sensor market, features over 30% performance improvement and over 30% cost reduction, securing the top market position in the security host optoelectronic mouse sector [1] - In recent years, Luohu has increased support for strategic emerging industries, with 125 new specialized and innovative enterprises and 95 national high-tech enterprises added in 2024, totaling 880 introduced companies [2]