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From March 26 to 28, 2025, SEMICON China 2025 was held in Shanghai. During the exhibition, the emerging semiconductor equipment company Xinkailai made its debut, showcasing more than 30 semiconductor devices across four major categories, attracting widespread attention in the industry. A CITIC Securities research report stated that the 2025 SEMICON conference reached a new peak in popularity, with the industry continuing to unleash new vitality. Leading domestic semiconductor equipment and material producers maintained strong momentum, and various new companies, technologies, and products emerged continuously, injecting new vitality into the industry's development. The domestic semiconductor industry chain is gradually being completed.
According to the Caixin Theme Library, among the relevant publicly listed firms:
AMEC specializes in etching and thin film equipment, which are key core equipment in the semiconductor front-end process, with a broad market space and high technical barriers.
Shanghai Sinyang primarily develops critical process materials for integrated circuit manufacturing, including electroplating solutions and additives, cleaning solutions, photoresists, and polishing slurries, positioned in the upstream segment of the entire industry chain.
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