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View original post on X: SemiAnalysisX· 28/100AI score28/100

Japanese and Taiwanese substrate prices diverge sharply in AI cycle

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SemiAnalysis says Taiwan substrate average selling prices have tripled since mid-2025 to an all-time high, while Japan's prices are rising far less steeply. The post opens a thread on why two charts from the same industry and AI cycle tell such different stories.

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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)🧵

Source: SemiAnalysis · x.comPublished

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