特斯拉(TSLA.US)联手SpaceX、xAI 豪掷200亿美元在奥斯汀打造“Terafab”晶圆厂分析师称将推动AI与航天产业融合

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智通财经APP获悉，特斯拉(TSLA.US)首席执行官埃隆·马斯克上周日表示，将在德克萨斯州奥斯汀的一处大型厂区建造两座先进芯片工厂，其中一座将用于为汽车和人形机器人提供算力支持，另一座则将用于为部署在太空中的人工智能(AI)数据中心提供芯片。此番言论之前，马斯克在前一天宣布计划在奥斯汀建设一座先进的AI芯片综合体“Terafab”。马斯克在社交平台上发帖称：“从技术上讲，Terafab将由两座...

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industry","themeId":"a9cc1a3504381c7d0d6994d21d88e8a3","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLY":0.6,"TSLG":0.6,"CRSH":0.6,"TEST":0.6,"TSLQ":0.6,"TSLS":0.6,"07766":0.6,"TSYY":0.6,"TESL":0.6,"TSLP":0.6,"TSLT":0.6,"TSLZ":0.6,"TSII":0.6,"TSLA":1.98,"TSL":0.6,"TLA":0.6,"TSLI":0.6,"TSLR":0.6,"TSLO":0.6,"TSDD":0.6,"TSLW":0.6,"UFO":0.6},"content_text":"智通财经APP获悉，特斯拉(TSLA.US)首席执行官埃隆·马斯克上周日表示，将在德克萨斯州奥斯汀的一处大型厂区建造两座先进芯片工厂，其中一座将用于为汽车和人形机器人提供算力支持，另一座则将用于为部署在太空中的人工智能(AI)数据中心提供芯片。此番言论之前，马斯克在前一天宣布计划在奥斯汀建设一座先进的AI芯片综合体“Terafab”。马斯克在社交平台上发帖称：“从技术上讲，Terafab将由两座晶圆厂组成，每座晶圆厂只生产一种芯片设计。”马斯克此前宣布，正在建设史上规模最大的芯片制造工厂之一TeraFab。这座被命名为“TeraFab”的超级工厂，目标是实现每年超过1太瓦(1000吉瓦)的算力产能，覆盖逻辑、存储及先进封装，由SpaceX、特斯拉、xAI联合启动。据悉，TeraFab规划年产能为1000亿至2000亿颗AI及存储芯片，相当于每月约10万片晶圆投片量，总投资预计达200亿美元。首批量产芯片为AI5，计划2027年投产，用于全自动驾驶(FSD)、人形机器人Optimus、Cybercab无人出租车及数据中心。马斯克在社交平台进一步透露，该工厂建成后约80%的产能将用于太空领域，剩余约20%则面向地面应用。这是“有史以来一家私营公司计划的最大半导体制造业务之一”，将“使特斯拉成为世界上最大的半导体制造商之一”，并使特斯拉不再依赖台积电、三星或任何外部供应商，控制了从芯片到软件的AI堆栈的每一层。这也是特斯拉最大的资本投资之一，由特斯拉440亿美元的现金储备提供资金，并得到马斯克长期AI愿景的支持。马斯克表示：“我们非常感谢现有的供应链，感谢三星、台积电等公司，希望他们能够尽快扩大规模，我们将购买他们所有的芯片。 我已经跟他们说过这些话了，他们能接受的扩张速度是有上限的，但这个速度远低于我们的预期，所以我们要建造Terafab。”值得一提的是，在2025年11月的特斯拉年度股东大会上，马斯克就首次提及了建立芯片工厂的构想。他表示，为支撑特斯拉完全自动驾驶(FSD)软件的持续迭代以及Optimus机器人的大规模部署，特斯拉对芯片的需求每年将达到1000亿至2000亿颗，即便是全球晶圆代工厂按照最乐观的预测进行扩产，其产能也无法满足特斯拉未来对AI芯片的爆炸性需求，因此自建一座大型晶圆厂“势在必行”。马斯克上周六在奥斯汀的一处设施进行演示时指出：“要么我们建设Terafab，要么我们就没有芯片可用。”不过，Terafab项目的建设需要巨额的资金门槛。业内人士表示，建造一座采用2纳米先进制程的晶圆厂通常需要250亿至400亿美元的投资，建设周期长达3至5年。这对于特斯拉当前的财务状况构成了巨大压力。数据显示，特斯拉2025年全年营收同比下降3%至948亿美元，净利润更是大幅下滑46%至37.9亿美元。尽管其手握超过440亿美元的现金及投资，但其2026年的资本支出预算已超过200亿美元，这尚未完全涵盖Terafab项目的巨额开支。市场分析认为，特斯拉很可能需要通过股权融资来支撑这一项目。Gartner分析师表示，特斯拉、SpaceX与xAI的联合造芯，将推动算力资源的跨场景高效配置，为AI与航天产业融合提供新范式，尽管面临诸多挑战，但项目落地将显著提升全球芯片产业的韧性与多样性。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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 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特斯拉(TSLA.US)联手SpaceX、xAI 豪掷200亿美元在奥斯汀打造“Terafab”晶圆厂 分析师称将推动AI与航天产业融合

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特斯拉(TSLA.US)联手SpaceX、xAI 豪掷200亿美元在奥斯汀打造“Terafab”晶圆厂分析师称将推动AI与航天产业融合