马斯克：芯片产能成限制特斯拉中期增长瓶颈，自建 TerraFab 晶圆厂很有必要

IT之家01-29

IT之家 1 月 29 日消息，埃隆 · 马斯克在特斯拉 2025Q4 财报电话会议上表示，芯片产能很可能会成为限制特斯拉未来中期（3~4 年）增长的瓶颈，其从台积电、三星电子、美光等芯片供应商处获得的数据显示外部产能不足以满足需求。　　这意味着特斯拉很有必要建设一座自有的 TerraFab 超大型晶圆厂。这座设想中的晶圆厂将整合逻辑制程、存储半导体、先进封装等多个相对独立的环节，实现先进芯片制造...

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