SemiAnalysis的分析强调，由于生产数据报告方式的不同，日本和台湾之间ABF基板的平均销售价格（ASP）数据出现了分化。日本按每平方米的价值计算，而台湾则使用按件计算的指标，后者包含了AI加速器基板显著更大的尺寸。这种报告方式的差异意味着台湾的数据同时反映了材料复杂性和物理尺寸，导致报告的ASP比日本的数据增长更为显著，而日本的数据主要反映了材料的精密度。 AI
影响 凸显了AI需求如何影响关键半导体组件的定价和报告。
排序理由 对来自专业来源的行业数据趋势进行分析。
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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
And the size effect is enormous. A 100x100mm+ accelerator substrate has 20–50x the area of a typical memory or mobile substrate. Yet it’s result is merely ~1.5–2x in $/m² terms. So Japan's data is telling us how complexity is adding value. Taiwan's data is telling us how size
That makes the Japan data useful, but for a different question. It's telling us what the market is paying for the material itself: more layers, tighter line/space, more sophisticated materials, etc. And that number is clearly going up. But Taiwan is capturing all of that plus …
The answer is how each country reports production data; specifically, the denominator. Japan measures substrate value per m². Taiwan measures it per piece. That matters a lot. Make a substrate twice as large, with everything else unchanged, and $/m² stays the same. But the ht…
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 …