At the Expo
From October 15 to 17, 2025, JH Semiconductor took part in the 2nd Bay Area Semiconductor Industry Ecosystem Expo (Wan Xin Expo 2025), held at the Shenzhen Convention and Exhibition Center in Futian. The show brought together top-30 global semiconductor companies and a large number of local chip design firms, presenting every link of the Greater Bay Area value chain from chip design and manufacturing, packaging and test through to end applications. For a company rooted in Shenzhen's Nanshan district, it was an opportunity to meet upstream and downstream partners close to home.
Conversations on the Floor
During the expo, the team spoke with a number of chip design companies and system integrators, focusing on their procurement needs for memory devices and power semiconductors. For a business that combines in-house enterprise storage development with server, GPU and memory supply-chain services, this kind of first-hand demand information helps clarify customers' real preferences in capacity points, form factors and delivery cadence, and provides a basis for subsequent stocking and product planning.
Trend Observations
The team also attended industry forums on AI chips and domestic substitution. The continued build-out of AI computing is driving demand for high-performance storage and large-capacity memory in server systems, while deepening domestic substitution means more customers actively include local supply options when selecting components. Both threads align with the company's existing business directions, and the information gathered at the expo will serve as reference input for product and channel strategy.