英特尔股价大涨[微笑_老虎社区_美港股上老虎 - 老虎社区

英特尔股价大涨[微笑] :AI基建激进，他这比AI基建还激进，成功固然一本万利，但失败的可能性并不小，要是真的那么容易成功，Intel的芯片厂也不会被制程困住那么久。

特斯拉A15芯片成功流片！马斯克高呼：未来将成为全球产量最高AI芯片之一

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:AI基建激进，他这比AI基建还激进，成功固然一本万利，但失败的可能性并不小，要是真的那么容易成功，Intel的芯片厂也不会被制程困住那么久。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/554252335875768","repostId":2627285266,"repostType":2,"repost":{"id":"2627285266","kind":"news","pubTimestamp":1776251980,"share":"https://www.laohu8.com/m/news/2627285266?lang=zh_CN&edition=full","pubTime":"2026-04-15 19:19","market":"us","language":"zh","title":"特斯拉A15芯片成功流片！马斯克高呼：未来将成为全球产量最高AI芯片之一","url":"https://stock-news.laohu8.com/highlight/detail?id=2627285266","media":"智通财经","summary":"马斯克还感谢了合作伙伴$台积电$和$三星$在芯片量产过程中的支持，并称“AI5芯片未来将成为全球产量最高的AI芯片之一”。据悉，AI5是特斯拉的第五代AI芯片，主要面向地面应用。马斯克此前曾表示，AI5芯片计划于2027年进入大规模生产阶段，旨在取代特斯拉汽车中目前使用的AI4芯片。A15芯片如今成功流片，意味着该芯片朝着大规模量产迈出了坚实的一步。马斯克在上月曾表示，可能在12月份完成AI6芯片的流片。","content":"<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官埃隆·马斯克宣布，特斯拉AI芯片设计团队已成功完成AI5芯片的流片。这标志着该芯片迈向制造阶段的重要里程碑。</strong>马斯克在社交平台上发文称：“祝贺特斯拉AI芯片设计团队完成A15芯片流片!AI6、Dojo3以及其他令人兴奋的芯片也在研发中。”马斯克还感谢了合作伙伴<a href=\"https://laohu8.com/S/TSM\">台积电</a>和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>在芯片量产过程中的支持，并称“AI5芯片未来将成为全球产量最高的AI芯片之一”。</p><p>据悉，AI5是特斯拉的第五代AI芯片，主要面向地面应用。其性能目标直指行业领先水平，‌在单芯片配置下性能可与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>Hopper架构相当，双芯片配置则能媲美英伟达Blackwell架构，同时拥有更低的成本和功耗‌。这款芯片将搭载于特斯拉全系车型、未来的无人驾驶出租车(Cybercab)以及擎天柱(Optimus)人形机器人中，是特斯拉地面算力布局的核心。</p><p>‌‌马斯克此前曾表示，AI5芯片计划于2027年进入大规模生产阶段，旨在取代特斯拉汽车中目前使用的AI4芯片。流片是芯片量产前的关键环节，检测设计的芯片是否可用，进而为后续的大规模量产做准备。A15芯片如今成功流片，意味着该芯片朝着大规模量产迈出了坚实的一步。</p><p>值得一提的是，紧随A15芯片之后的A16芯片目前正处于研发阶段。马斯克在上月曾表示，可能在12月份完成AI6芯片的流片。A15芯片与A16芯片之间的迭代周期仅为9个月，行业常规芯片迭代通常需18个月以上。特斯拉凭借其自研芯片、自动驾驶算法与整车制造的闭环生态，可实现参数快速调试、场景即时反馈，进而将研发周期大幅压缩至9个月。</p><p>特斯拉AI5与AI6芯片——将成为数百万辆无人驾驶出租车与擎天柱人形机器人的统一“大脑”、以及Dojo 3芯片——专为严苛却又极具发展潜力的太空环境量身打造——是特斯拉在3月底正式启动的Terafab超级芯片工厂项目的重要“成员”。Terafab项目预计将实现每年超过1太瓦(1TW)的算力产出，这相当于当前全球AI芯片年总算力产出的约50倍。马斯克曾表示，这将是迄今为止历史上最宏大的芯片制造项目。</p><p>早在2025年股东大会上，马斯克就首次明确“Terafab”芯片工厂构想，直言现有供应商产能无法满足未来需求，自建工厂势在必行。此后，他在财报电话会、社交平台多次重申计划，强调造芯对核心业务的决定性意义。</p><p>马斯克表示，为支撑特斯拉完全自动驾驶(FSD)软件的持续迭代以及擎天柱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”。</p><p>马斯克称：“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。”</p><p>据测算，Terafab项目投产后，特斯拉的芯片综合成本可降低50%至70%，算力电力成本仅为地面光伏的1/3至1/5，产品迭代速度将提升2至3倍，这将极大地增强特斯拉及其关联公司的成本优势和技术领先地位。</p><p>然而，跨界进入半导体生产领域也意味着特斯拉将面临高投入、高风险的双重挑战。尽管特斯拉拥有超过400亿美元的现金储备，但面对Terafab项目高达<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元的潜在总成本，其资金压力依然巨大。此外，特斯拉作为一家汽车制造商，毫无半导体制造经验，从零开始建造一座采用2纳米制程的晶圆厂，面临着设备采购、人才短缺和良率控制等多重难题。因此，这一宏伟计划将令特斯拉面临着巨大的财务和技术挑战。</p><p>目前，Terafab项目官网已正式上线，并开放了特斯拉、SpaceX、xAI三大体系的相关岗位招聘，显示出项目已进入实质推进阶段。行业分析认为，Terafab不仅是特斯拉垂直整合产业链的关键一步，更是对全球算力格局和芯片产业的一次重大探索。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉A15芯片成功流片！马斯克高呼：未来将成为全球产量最高AI芯片之一</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1428907.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"BK4548":"巴美列捷福持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","TSDD":"2倍做空TSLA ETF-GraniteShares","TSYY":"收益增强TSLA ETF-GraniteShares","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" 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INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1428907.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2627285266","content_text":"特斯拉首席执行官埃隆·马斯克宣布，特斯拉AI芯片设计团队已成功完成AI5芯片的流片。这标志着该芯片迈向制造阶段的重要里程碑。马斯克在社交平台上发文称：“祝贺特斯拉AI芯片设计团队完成A15芯片流片!AI6、Dojo3以及其他令人兴奋的芯片也在研发中。”马斯克还感谢了合作伙伴台积电和三星在芯片量产过程中的支持，并称“AI5芯片未来将成为全球产量最高的AI芯片之一”。据悉，AI5是特斯拉的第五代AI芯片，主要面向地面应用。其性能目标直指行业领先水平，‌在单芯片配置下性能可与英伟达Hopper架构相当，双芯片配置则能媲美英伟达Blackwell架构，同时拥有更低的成本和功耗‌。这款芯片将搭载于特斯拉全系车型、未来的无人驾驶出租车(Cybercab)以及擎天柱(Optimus)人形机器人中，是特斯拉地面算力布局的核心。‌‌马斯克此前曾表示，AI5芯片计划于2027年进入大规模生产阶段，旨在取代特斯拉汽车中目前使用的AI4芯片。流片是芯片量产前的关键环节，检测设计的芯片是否可用，进而为后续的大规模量产做准备。A15芯片如今成功流片，意味着该芯片朝着大规模量产迈出了坚实的一步。值得一提的是，紧随A15芯片之后的A16芯片目前正处于研发阶段。马斯克在上月曾表示，可能在12月份完成AI6芯片的流片。A15芯片与A16芯片之间的迭代周期仅为9个月，行业常规芯片迭代通常需18个月以上。特斯拉凭借其自研芯片、自动驾驶算法与整车制造的闭环生态，可实现参数快速调试、场景即时反馈，进而将研发周期大幅压缩至9个月。特斯拉AI5与AI6芯片——将成为数百万辆无人驾驶出租车与擎天柱人形机器人的统一“大脑”、以及Dojo 3芯片——专为严苛却又极具发展潜力的太空环境量身打造——是特斯拉在3月底正式启动的Terafab超级芯片工厂项目的重要“成员”。Terafab项目预计将实现每年超过1太瓦(1TW)的算力产出，这相当于当前全球AI芯片年总算力产出的约50倍。马斯克曾表示，这将是迄今为止历史上最宏大的芯片制造项目。早在2025年股东大会上，马斯克就首次明确“Terafab”芯片工厂构想，直言现有供应商产能无法满足未来需求，自建工厂势在必行。此后，他在财报电话会、社交平台多次重申计划，强调造芯对核心业务的决定性意义。马斯克表示，为支撑特斯拉完全自动驾驶(FSD)软件的持续迭代以及擎天柱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”。马斯克称：“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。”据测算，Terafab项目投产后，特斯拉的芯片综合成本可降低50%至70%，算力电力成本仅为地面光伏的1/3至1/5，产品迭代速度将提升2至3倍，这将极大地增强特斯拉及其关联公司的成本优势和技术领先地位。然而，跨界进入半导体生产领域也意味着特斯拉将面临高投入、高风险的双重挑战。尽管特斯拉拥有超过400亿美元的现金储备，但面对Terafab项目高达数百亿美元的潜在总成本，其资金压力依然巨大。此外，特斯拉作为一家汽车制造商，毫无半导体制造经验，从零开始建造一座采用2纳米制程的晶圆厂，面临着设备采购、人才短缺和良率控制等多重难题。因此，这一宏伟计划将令特斯拉面临着巨大的财务和技术挑战。目前，Terafab项目官网已正式上线，并开放了特斯拉、SpaceX、xAI三大体系的相关岗位招聘，显示出项目已进入实质推进阶段。行业分析认为，Terafab不仅是特斯拉垂直整合产业链的关键一步，更是对全球算力格局和芯片产业的一次重大探索。","news_type":1,"symbols_score_info":{"TSLP":0.6,"TSLQ":0.6,"TSL":0.6,"TSLT":0.6,"GOOG":0.6,"07766":0.6,"TSYY":0.6,"CRSH":0.6,"TSLG":0.6,"NVDA":0.6,"TSLS":0.6,"TSLA":1.98,"AMZN":0.6,"TLA":0.6,"TSLO":0.6,"TSLZ":0.6,"TSLI":0.6,"TSLY":0.6,"TSLR":0.6,"META":0.6,"TESL":0.6,"TSLW":0.6,"TEST":0.6,"AAPL":0.6,"TSII":0.6,"MSFT":0.6,"UFO":0.6,"TSDD":0.6}},"isVote":1,"tweetType":1,"viewCount":1002,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["CHAT","AIPO","INTC","AGIX","ARTY"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":146,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/554252335875768"}