Shenzhen Xinkailai (Xin Kailai 新凯来) semiconductor equipment orders exceed ¥10,000,000,000 RMB ($1.4 billion USD).
Key Points
- Order book: Shenzhen Xinkailai (Xin Kailai 新凯来) announced > ¥10,000,000,000 RMB ($1.4 billion USD) in orders at the 13th Semiconductor Equipment and Core Components Exhibition.
- Named customers: orders from foundry and memory players including Pengxinwei (鹏芯微), SMIC (中芯国际), Hua Hong Group (华虹集团), and Yangtze Memory (长江存储).
- Supply-chain ramp: downstream partners like Lihexing (Lihe Xing 利和兴) and Guoli Gufen (国力股份) are accelerating capacity, inventory, and technical readiness to support mass-production commitments.
- Implications & risks: the scale signals domestic procurement tailwinds for Chinese equipment makers, but execution risk (on-time manufacturing, installation, and qualification) and supplier readiness remain critical.
Shenzhen Xinkailai (Xin Kailai 新凯来) announced an order book topping ¥10,000,000,000 RMB ($1.4 billion USD) at the 13th Semiconductor Equipment and Core Components Exhibition (第13届半导体设备与核心部件展) on September 4, 2025.
Quick snapshot — orders, customers, and scale
Orders on hand: more than ¥10,000,000,000 RMB ($1.4 billion USD).
Named customers: Pengxinwei (Pengxinwei 鹏芯微), SMIC (SMIC 中芯国际; Semiconductor Manufacturing International Corporation), Hua Hong Group (Huahong Group 华虹集团), and Yangtze Memory (Changjiang Cunchu 长江存储).
Resume Captain
Your AI Career Toolkit:
- AI Resume Optimization
- Custom Cover Letters
- LinkedIn Profile Boost
- Interview Question Prep
- Salary Negotiation Agent
Orders and Customers — who’s buying
The show listed customers that span both foundry and memory segments.
- Pengxinwei (Pengxinwei 鹏芯微) — Shenzhen-based semiconductor company (鹏芯微).
- SMIC (SMIC 中芯国际; Semiconductor Manufacturing International Corporation) — one of China’s largest contract chipmakers.
- Hua Hong Group (Huahong Group 华虹集团) — domestic wafer foundry group.
- Yangtze Memory (Changjiang Cunchu 长江存储) — major domestic memory manufacturer.
Supply-chain players accelerate preparation
Exhibitors and attendees reported that downstream suppliers and component partners are rapidly mobilizing to support Xinkailai’s ramp toward mass production.
Companies explicitly named as accelerating preparations include Lihexing (Lihe Xing 利和兴) and Guoli Co., Ltd. (Guoli Gufen 国力股份).
These suppliers are reportedly adjusting capacity, inventory, and technical readiness to meet anticipated volume commitments tied to Xinkailai’s machines.
Find Top Talent on China's Leading Networks
- Post Across China's Job Sites from $299 / role, or
- Hire Our Recruiting Pros from $799 / role
- Qualified Candidate Bundles
- Lower Hiring Costs by 80%+
- Expert Team Since 2014
Your First Job Post
What this implies for the Chinese semiconductor ecosystem
Orders at this scale point to a strengthening trend of domestic procurement for semiconductor equipment across China’s foundry and memory sectors.
If Xinkailai executes planned deliveries and its customers proceed with volume ramps, the company could meaningfully expand its place in the domestic equipment supply chain.
At the same time, suppliers across mechanical, materials, and subsystem segments will need to accelerate qualification and logistics to avoid bottlenecks during the transition to mass production.
ExpatInvest China
Grow Your RMB in China:
- Invest Your RMB Locally
- Buy & Sell Online in CN¥
- No Lock-In Periods
- English Service & Data
- Start with Only ¥1,000
Key considerations for investors, founders, and supply-chain teams
- Execution risk: order books are only as good as on-time manufacturing, installation, and customer qualification.
- Supplier readiness: component partners must pass qualification cycles to avoid delays in ramp.
- Domestic procurement tailwinds: orders from major domestic fabs indicate rising local demand for homegrown equipment.
- Competitive positioning: successful delivery could boost Xinkailai’s bargaining power and channel reach.
- Monitoring points: watch delivery schedules, customer ramp announcements from SMIC, Hua Hong Group, Yangtze Memory, and activity from Pengxinwei.
- Strengthening Domestic Procurement: The scale of orders indicates a growing trend of domestic procurement for semiconductor equipment within China’s foundry and memory sectors.
- Xinkailai’s Market Position: Successful execution and customer volume ramps could significantly expand Xinkailai’s role in the domestic equipment supply chain.
- Supplier Acceleration Required: Mechanical, materials, and subsystem suppliers must expedite qualification and logistics to prevent bottlenecks during the mass production transition.
Actionable questions to ask or track
- What are the delivery timelines tied to the ¥10,000,000,000 RMB ($1.4 billion USD) order book?
- Which subsystems and components are the longest-lead items?
- How are Lihexing (Lihe Xing 利和兴) and Guoli Gufen (国力股份) expanding capacity or adjusting inventories?
- How quickly can customers like SMIC and Yangtze Memory qualify and integrate these machines into wafer production flows?
Opportunities for link-building and coverage
- Profile pieces on Xinkailai’s technology and machine roadmap.
- Interviews with supply-chain partners such as Lihexing (Lihe Xing 利和兴) and Guoli Gufen (国力股份) about capacity upgrades.
- Data-driven updates on wafer starts and memory fab ramp plans tied to these orders.
Note on currency conversions: monetary figures in this article list both Chinese yuan (¥ RMB) and an approximate USD equivalent.
Conversions use a rounded rate for reader clarity.
For investment decisions consult live exchange rates and official financial disclosures.
References
- Shenzhen Xinkailai semiconductor equipment orders top ¥10 billion RMB – Jiemian
- Shenzhen Xinkailai semiconductor equipment orders top ¥10 billion RMB – Eastmoney
- SMIC (Semiconductor Manufacturing International Corporation) – SMIC
Shenzhen Xinkailai (Xin Kailai 新凯来) semiconductor equipment orders exceed ¥10,000,000,000 RMB ($1.4 billion USD).
