特斯拉“造芯”要来了，将挑战台积电？

21世纪经济报道03-16 20:56

特斯拉自建芯片工厂“Terafab”项目即将于近期启动。美国当地时间3月14日，特斯拉CEO马斯克在社交媒体披露上述信息，称将在“七天后”启动超大型芯片工厂计划Terafab，目标是能自行生产AI与自动驾驶所需芯片。　　这将标志着特斯拉在核心电动汽车业务之外的又一次重大扩张，开启一项耗资不菲的庞大工程。　　特斯拉“缺芯”　　目前，全球先进芯片制造高度集中于台积电、三星、英特尔等少数代工厂。特斯拉...

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17为核心的手机旗舰AP新品拉动3纳米晶圆出货，推高整体平均售价（ASP）。　　今年1月，台积电在公布2025全年财报时表示预计2026年资本开支介于520~560亿美元，创历史新高，较2025全年409亿美元的资本开支涨幅约三成，进一步扩大投资。　　对此，台积电董事长、总裁魏哲家在财报后电话会上称，2025年台积电来自于AI芯片的收入占总营收的中高双位数（high-teens percent），2026年晶圆代工行业将同比增长14%，而台积电超过这一水平，预计2026年收入同比增长超过30%。　　三星则受益于2纳米新品出货及HBM4逻辑晶粒开始产出，三星代工业务本季营收季增6.7%至近34亿美元，正式扭亏为盈，市占从6.8%提升至7.1%，跃居第二。　　中芯国际第四季度营收环比增长4.5%至近24.9亿美元，增长动能来自晶圆出货量扩大、ASP小幅提升及年底光罩出货增量，排名第三。　　中芯国际联合首席执行官赵海军指出，人工智能对于存储产品有强劲需求，挤压了尤其是中低端手机的产品能拿到的存储供应，生产这些产品的厂商因而需求量下降。而AI、存储、中高端应用的需求持续增加。　　AI需求高涨推动晶圆代工价格进一步上行。赵海军表示，公司定价随供需变化而调整：当上游出现结构性紧缺、主流供应商普遍涨价时，公司报价亦会同步跟进。他具体指出，存储价格上行带动相关代工报价走强，BCD等电源与功率特色工艺亦处于供不应求状态，需求主要来自AI、数据中心及汽车场景；此外，产品良率与质量的持续改善，也为部分品类提价提供了支撑。（文章来源：21世纪经济报道）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; 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