三星李在镕赴美会见马斯克，协同提升特斯拉AI芯片良率

爱集微2025-12-16

12月11日，三星电子会长李在镕与特斯拉CEO埃隆·马斯克在三星位于得克萨斯州的半导体工厂会面。此次会面凸显了两家公司日益深化的合作伙伴关系。此时正值这家韩国芯片制造商准备在美国启动先进芯片生产，并努力稳定特斯拉下一代处理器制造良率的关键阶段。据报道，此次会面地点位于三星在得州泰勒市建设的晶圆代工厂。这座耗资数十亿美元的设施计划于2025年投产，是三星扩大其在美国代工业务版图的核心战略项目。随着...

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Research预测，三星的2nm产能将从2025年约每月8000片晶圆，增长至2026年底的每月约21000片晶圆。这一努力正值部分芯片设计公司寻求减少对台积电依赖之际。由于运营成本较高，预计台积电将于2025年提高其亚利桑那州工厂4nm制程的价格，而其3nm产线产能已基本售罄。业内普遍认为，其早期2nm产能已被苹果公司预订。三星正试图以更灵活的定价策略和更广泛的客户群（除特斯拉外，还包括美国及亚洲的AI芯片初创公司）来抓住这一市场机遇。尽管三星付出了诸多努力，但台积电仍在全球晶圆代工市场占据主导地位。Counterpoint 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