Recently, China Mobile Investment Ecosystem White Paper (2025 Edition) was released. It can be seen that in China Mobile's integrated circuit sector, Xinkailai, Moore Threads, and Shenghe Jingwei occupy the C position.
Among them, Moore Threads is one of the current hottest GPU innovation companies, and has successfully passed the listing review committee of the Science Technology Innovation Board, and is about to land in the capital market. Shenghe Jingwei, as a semiconductor manufacturing enterprise, has also completed the IPO guidance and acceptance, at listing on the Science and Technology Innovation Board. Xinkailai is a semiconductor equipment manufacturing enterprise that is currently in the limelight, gathering top domestic and foreign equipment experts. The White Paper introduces it as follows: "Shenzhen Xinkailai Industrial Robot Co., Ltd. is headquartered in Shenzhen, with a team from well-known equipment manufacturers. At present, it has more than 3,000 employees, mainly R&D personnel. The company's products cover semiconductor such as diffusion, thin film, etching, and metrology, which are used in the manufacturing of 7nm advanced process semiconductor logic chips and storage chips." It is worth mentioning that Xinkailai is participating in the 2025 Bay Area Semiconductor Industry Ecology Expo. Guo Zhiping, director of thezhen Development and Reform Commission, said at a previous press conference that Xinkailai has several subsidiaries, and each subsidiary will bring "unexpected surprises" to the audience this exhibition.
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