---
title: "ASP's on Taiwan IC Substrates are starting to inflect up, but there is plenty of room for this to ru"
description: "ASP's on Taiwan IC Substrates are starting to inflect up, but there is plenty of room for this to run once S/D dynamic gets really tight.#AI #AdvancedPackaging #CoWoS $Taiwan Semiconductor(TSM.US) $In"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000427081.md"
published_at: "2026-01-27T12:51:24.000Z"
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203)"
---

# ASP's on Taiwan IC Substrates are starting to inflect up, but there is plenty of room for this to ru

ASP's on Taiwan IC Substrates are starting to inflect up, but there is plenty of room for this to run once S/D dynamic gets really tight.

#AI #AdvancedPackaging #CoWoS $Taiwan Semiconductor(TSM.US) $Intel(INTC.US)

Source: Chips & Wafers

### Related Stocks

- [TSM.US - Taiwan Semiconductor](https://longbridge.com/en/quote/TSM.US.md)
- [INTC.US - Intel](https://longbridge.com/en/quote/INTC.US.md)
- [04335.HK - INTEL-T](https://longbridge.com/en/quote/04335.HK.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.