SemiAnalysis_· @SemiAnalysis_ · X·· 4 小时前AI 评分
ABF载板需求受AI驱动增长
这就是重要的结论。 AI 需求正推动对 ABF 载板的需求不断增长。 而来自日本与台湾的 Chipbook 数据集为我们提供了更多一层的细节。 它们表明，载板本体尺寸正成为价值的一个大得多的驱动因素，其影响远大于仅看日本数据所暗示的那样。 日本系列数据本身没有问题。只是它无法反映尺寸，如果你只关注日本的 $/m²，就会错过这次重定价中很大一部分。(5/5)
That's the important takeaway.
The AI demand is driving increasing demand for ABF substrates.
And the Chipbook datasets out of Japan vs. Taiwan give us one more layer of granularity.
They tell us that substrate body size is becoming a much bigger driver of value, and much larger than the Japan data alone would suggest.
Nothing wrong with the Japan series. It just can't see size, and if you only watch the Japanese $/m², you're missing a big part of the repricing. (5/5)
来源：SemiAnalysis_ · x.com