SemiAnalysis· @SemiAnalysis_ · X·· 4 小时前AI 评分25
AI 导读
随着行业关注转向基板，日本和台湾的 ASP 图表看起来在讲述完全不同的故事。 日本价格在上涨，但涨幅远不及台湾的数据，台湾自 2025 年中以来已涨至三倍，处于历史最高位。 同一个行业。同一个 AI 周期。 那到底是怎么回事？(1/5)🧵
正文
As industry attention turns to substrates, Japanese and Taiwanese ASP charts look like they're telling completely different stories.
Japan pricing is increasing, but is not up nearly as sharply as the pricing data coming out of Taiwan, which has tripled since mid-2025 and is at an all-time high.
Same industry. Same AI cycle.
So what's going on? (1/5)🧵
来源：SemiAnalysis · x.com