特斯拉 AI 芯片策略落地：台积电亚利桑那厂代工 AI5，明确不取代英伟达

半导体创芯网

10/24

关注我们设为星标特斯拉 CEO 马斯克近日在第三季财报会议上，向投资者披露了公司人工智能（AI）芯片战略的最新细节，重点提及核心的 AI5 芯片由台积电亚利桑那州工厂参与生产。尽管特斯拉正大力推进定制化 AI 芯片研发，但马斯克明确表示，公司并无取代英伟达（Nvidia）的打算。据 CNBC 报道，AI5 芯片是特斯拉为自动驾驶辅助系统（Autopilot）打造的最新产品，专门负责处理自动驾驶...

网页链接

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2577513345"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2577513345\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2577513345?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-10-24 08:28","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2577513345","market":"us","top_or_hot":-1,"title":"特斯拉 AI 芯片策略落地：台积电亚利桑那厂代工 AI5，明确不取代英伟达","media":"半导体创芯网","content":"<div>\n<p>关注我们 设为星标特斯拉 CEO 马斯克近日在第三季财报会议上，向投资者披露了公司人工智能（AI）芯片战略的最新细节，重点提及核心的 AI5 芯片由台积电亚利桑那州工厂参与生产。尽管特斯拉正大力推进定制化 AI 芯片研发，但马斯克明确表示，公司并无取代英伟达（Nvidia）的打算。据 CNBC 报道，AI5 芯片是特斯拉为自动驾驶辅助系统（Autopilot）打造的最新产品，专门负责处理自动驾驶...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024091300a4717ee1&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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 AI 芯片策略落地：台积电亚利桑那厂代工 AI5，明确不取代英伟达</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉 AI 芯片策略落地：台积电亚利桑那厂代工 AI5，明确不取代英伟达\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-24 08:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024091300a4717ee1&s=b><strong>半导体创芯网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>关注我们 设为星标特斯拉 CEO 马斯克近日在第三季财报会议上，向投资者披露了公司人工智能（AI）芯片战略的最新细节，重点提及核心的 AI5 芯片由台积电亚利桑那州工厂参与生产。尽管特斯拉正大力推进定制化 AI 芯片研发，但马斯克明确表示，公司并无取代英伟达（Nvidia）的打算。据 CNBC 报道，AI5 芯片是特斯拉为自动驾驶辅助系统（Autopilot）打造的最新产品，专门负责处理自动驾驶...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024091300a4717ee1&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NVDX","symbol_name":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024091300a4717ee1&s=b","article_id":"2577513345","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251024091300a4717ee1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2577513345","pubTimestamp":1761265692,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"关注我们 设为星标特斯拉 CEO 马斯克近日在第三季财报会议上，向投资者披露了公司人工智能芯片战略的最新细节，重点提及核心的 AI5 芯片由台积电亚利桑那州工厂参与生产。尽管特斯拉正大力推进定制化 AI 芯片研发，但马斯克明确表示，公司并无取代英伟达的打算。这一供应格局的形成可追溯至 2024 年股东大会，当时马斯克曾宣布 AI5 芯片由台积电制造、AI6 芯片由三星制造。而此次他进一步明确，AI5 芯片实际由两家代工厂的美国生产基地共同代工。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","NVDS.UK":"LS -1X NVIDIA","TSM":"台积电","03145":"华夏亚洲高息股","NVD":"GraniteShares 2x Short NVDA Daily ETF","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","NVIW.SI":"NVDA 3xLongSG261006","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","NVDD":"Direxion Daily NVDA Bear 1X Shares","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","NVD3.UK":"LS 3X NVIDIA","TSYW.SI":"TESLA 3xLongSG261006","2NVD.UK":"2X NVIDIA ETP","TSLA":"特斯拉","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","SNVD.UK":"LS -1X NVIDIA","NVDS":"Tradr 1.5X Short NVDA Daily ETF","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","BK4591":"室温超导概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","3NVD.UK":"LS 3X NVIDIA","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","NVD2.UK":"2X NVIDIA ETP","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4592":"伊斯兰概念","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC"},"translate_title":"Tesla's AI chip strategy is implemented: TSMC's Arizona factory manufactures AI5, clearly not replacing Nvidia","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"03145":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"TSLA":1.5,"TSLL":1.5,"TSM":1.5,"TSYW.SI":0.6},"content_text":"关注我们 设为星标特斯拉 CEO 马斯克近日在第三季财报会议上，向投资者披露了公司人工智能（AI）芯片战略的最新细节，重点提及核心的 AI5 芯片由台积电亚利桑那州工厂参与生产。尽管特斯拉正大力推进定制化 AI 芯片研发，但马斯克明确表示，公司并无取代英伟达（Nvidia）的打算。据 CNBC 报道，AI5 芯片是特斯拉为自动驾驶辅助系统（Autopilot）打造的最新产品，专门负责处理自动驾驶相关的信号数据。马斯克介绍，为实现 AI5 芯片的超额生产目标，特斯拉采用了三星和台积电双供应商模式。当 AI5 芯片的产量超过车辆及机器人的需求后，剩余芯片可灵活部署至特斯拉的数据中心，形成资源复用。这一供应格局的形成可追溯至 2024 年股东大会，当时马斯克曾宣布 AI5 芯片由台积电制造、AI6 芯片由三星制造。而此次他进一步明确，AI5 芯片实际由两家代工厂的美国生产基地共同代工。值得一提的是，三星在今年 7 月曾宣布获得一份价值 165 亿美元的大额合约，此后马斯克证实该合约客户正是特斯拉。在芯片技术特性上，马斯克透露 AI5 采用半光罩（half reticle）设计，尺寸仅为英伟达、超微（AMD）等企业全光罩（full reticle）AI 芯片的一半。尽管特斯拉自 2019 年起就放弃使用英伟达 Drive 芯片，转而采用自研处理器，但在数据中心运营及 AI 模型训练领域，英伟达的地位仍不可撼动。事实上，特斯拉将持续采用英伟达 GPU 进行 AI 模型训练，形成自研芯片与英伟达 GPU 混合使用的格局。特斯拉此前曾披露，其当前算力规模相当于 8.1 万颗英伟达 H100 芯片。而马斯克旗下的 AI 初创公司 xAI 同样是英伟达的核心客户，该公司正在田纳西州孟菲斯建设大型超级计算中心，将搭载英伟达高端的 Grace Blackwell 芯片。马斯克本人也对英伟达给予高度评价，称其在满足 “几乎不可能的复杂要求” 方面表现卓越。特斯拉投身定制化芯片设计，核心驱动力源于效率与成本的双重考量。这一选择并非个例，谷歌、亚马逊、微软等超大规模云服务提供商均在加大 AI 芯片研发投入。业内 AI 专家普遍认为，针对特定任务场景的定制化芯片，往往能在成本效益或运算速度上具备更显著的优势。相较于通用芯片企业，特斯拉的芯片设计拥有独特优势 —— 只需满足自身单一客户的需求。马斯克指出，这种单一需求导向让芯片设计难度大幅降低，得以剔除大量复杂冗余的组件。在移除传统 GPU、信号处理器等通用部件后，马斯克预测 AI5 芯片有望实现 “每美元性能最优”，甚至可能达成十倍以上的性价比优势。欢迎加入 EETOP 微信群邀请：TI嵌入式技术实验室和DLP®技术免费培训AI加速ADAS、AI DSP、精密电机控制等上海（10月28） 杭州（10月30）北京（11月6） 西安（11月4）TI 嵌入式技术实验室研讨会日程详情","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":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}