SemiAnalysis reports Taiwan substrate prices tripled since mid-2025, Japan's rising less

SemiAnalysis says average selling prices for substrates made in Taiwan have tripled since mid-2025 to an all-time high.

Over the same period, substrate prices in Japan have risen far less steeply, according to the firm's post on X. SemiAnalysis opened a thread on why the two regions show such different trends during the same AI-driven cycle. The post, as reported, does not give the thread's explanation or specific Japanese price figures.