特斯拉将建一座晶圆厂

半导体行业观察11-07

特斯拉CEO马斯克周四(6 日) 盘后于股东大会上表示，随着自动驾驶与机器人应用快速扩张，特斯拉需要自行建造一座大型晶圆厂，以满足未来庞大的运算需求，并透露公司可能与芯片大厂英特尔展开合作。消息公布后，英特尔闻讯大涨近4%。马斯克指出，特斯拉未来芯片制造将分散于台湾、南韩、亚利桑那州与德州等地，作为全球供应链的一部分。然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此...

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精彩评论

加尔盖
11-07
加尔盖
不知道如何
心機之蛙
11-07
心機之蛙
会不会马斯克买了英特尔股票才这样说的[微笑]
- 心機之蛙:
  今天收盘前都能保持绿的就是好样的了
- 心機之蛙:
  没办法还是跌
- 闲人马斯克:
  正解。两个人一直惺惺相惜
- Johnsonk:
  可能是川普让他这么说的，毕竟政府入股

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2500，也因良率低导致的供应问题而被高通芯片完全取代。客户流失，三星晶圆代工业务陷入困境。一位业内人士评论道：“三星曾凭借市场需求和B2B销售成为全球存储半导体领域的领导者，但在晶圆代工领域，却在交货期限管理和客户关系方面犯了错误。”面对危机，三星将重心从追求速度转向巩固技术。它将原计划于2027年实现量产的1.4纳米工艺推迟到2029年，并集中精力提升2纳米工艺的良率。据科技行业人士透露，三星2纳米工艺的良率目前已提升至55%至60%。该公司计划在年底前将良率提升至70%。第二个含义是，在先进半导体竞争激烈的背景下，特斯拉正在抢占先机，确保与三星晶圆代工厂的合作。马斯克强调，将AI5芯片的生产分配给三星和台积电，旨在“确保AI5芯片的充足供应”。目前，科技行业正竞相投资人工智能基础设施。在全球范围内，只有台积电、三星和英特尔能够采用3纳米以下的先进工艺生产芯片。考虑到英特尔尚未实现3纳米以下芯片的量产，台积电和三星仍然是企业唯一可靠的供应商。科技行业猜测，特斯拉将AI5订单分配给台积电和三星的决定可能是一项战略举措，旨在确保三星闲置的晶圆生产线得到充分利用。台积电订单爆满，难以承接更多客户，而三星的生产线则相对空闲。特斯拉通过优先获得三星的产能，意在掌控AI芯片的供应。马斯克指出：“剩余的AI5芯片可以用于数据中心和其他应用。”一些科技行业人士认为，台积电近期提价对三星来说是个好消息。据报道，台积电计划将其2纳米晶圆的生产成本较上一代产品提高约50%。受此影响，高通和联发科等公司正在考虑将三星晶圆代工作为替代方案。一位业内人士表示：“据称高通正在与三星合作测试样品，而三星则积极降价以争取客户，力图扭转颓势。”","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":497848437510208,"gmtCreate":1762512799553,"gmtModify":1762512801624,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"加尔盖","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4092876960691290","idStr":"4092876960691290"},"htmlText":"不知道如何","listText":"不知道如何","text":"不知道如何","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497848437510208","repostId":2581028746,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":497568110489896,"gmtCreate":1762499961365,"gmtModify":1762499963850,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"htmlText":"会不会马斯克买了英特尔股票才这样说的[微笑]&nbsp;&nbsp;","listText":"会不会马斯克买了英特尔股票才这样说的[微笑]&nbsp;&nbsp;","text":"会不会马斯克买了英特尔股票才这样说的[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/497568110489896","repostId":2581028746,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":497684636758448,"gmtCreate":1762527729313,"gmtModify":1762527732944,"authorId":4152449096929562,"author":{"id":4152449096929562,"idStr":"4152449096929562","authorId":4152449096929562,"name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.23","exceedPercentage":"60.77%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":497568110489896,"type":1,"supId":0,"prevId":0,"content":"今天收盘前都能保持绿的就是好样的了","text":"今天收盘前都能保持绿的就是好样的了","html":"今天收盘前都能保持绿的就是好样的了"},{"id":497670619574640,"gmtCreate":1762524352999,"gmtModify":1762524356903,"authorId":4152449096929562,"author":{"id":4152449096929562,"idStr":"4152449096929562","authorId":4152449096929562,"name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","vip":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.23","exceedPercentage":"60.77%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":4,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":497568110489896,"type":1,"supId":0,"prevId":0,"content":"没办法还是跌","text":"没办法还是跌","html":"没办法还是跌"},{"id":497609753334256,"gmtCreate":1762509275427,"gmtModify":1762509279174,"authorId":4093596070918460,"author":{"id":4093596070918460,"idStr":"4093596070918460","authorId":4093596070918460,"name":"闲人马斯克","avatar":"https://static.tigerbbs.com/8de4bb6ae7ead3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