SemiAnalysis_· @SemiAnalysis_ · X·· 3 小时前AI 评分
日本与台湾ASP定价走势为何背离
随着行业关注点转向基板，日本和台湾的 ASP 图表看起来像是在讲述完全不同的故事。 日本定价在上涨，但涨幅远不及台湾传出的定价数据——台湾定价自 2025 年年中以来已翻了两倍，处于历史高位。 同一个行业，同一个 AI 周期。 那么到底发生了什么？(1/5)🧵
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