SemiAnalysis· @SemiAnalysis_ · X·· 22 天前AI 评分50
AI 导读
SemiAnalysis指出，随着行业关注转向基板，日本与台湾地区的ASP（平均销售价格）图表呈现截然不同走势。日本价格在上涨但涨幅温和，而台湾地区自2025年中以来价格已增至三倍，创历史新高；同处AI周期下两者差异明显，作者以推文串形式展开分析。
AI 生成摘要 · 以原文为准
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