超千亿豪赌芯片局！特斯拉计划新建工厂

NEVWatch 洞见新能源汽车

02/03

点击蓝字关注NEVWatch 洞见新能源汽车马斯克（Elon Musk）表示，特斯拉（Tesla）需要自行兴建并运营他所称的“TeraFab”半导体工厂。这将是一项可能耗资数百亿美元的庞大工程，也意味着特斯拉将再次跨足电动车核心业务之外。特斯拉拟在美国兴建TeraFab以化解产能与地缘政治风险马斯克昨在特斯拉的财报会议上表示：“为了排除3至4年后可能出现的产能瓶颈，我们势必要建造一座特斯拉的...

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Musk）表示，特斯拉（Tesla）需要自行兴建并运营他所称的“TeraFab”半导体工厂。这将是一项可能耗资数百亿美元的庞大工程，也意味着特斯拉将再次跨足电动车核心业务之外。特斯拉拟在美国兴建TeraFab以化解产能与地缘政治风险马斯克昨在特斯拉的财报会议上表示：“为了排除3至4年后可能出现的产能瓶颈，我们势必要建造一座特斯拉的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203202245953f9f87&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":"TSL","symbol_name":"1.25倍做多TSLA ETF-GraniteShares","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203202245953f9f87&s=b","article_id":"2608287685","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203202245953f9f87&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, 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Tesla Plans New Factory","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TESL":0.6,"TSLR":0.6,"TSLI":0.6,"TSLA":1.98,"TSYY":0.6,"07766":0.6,"TSDD":0.6,"TSLY":0.6,"TSLO":0.6,"TSLP":0.6,"TSLG":0.6,"TSII":0.6,"CRSH":0.6,"TSL":0.6,"TSLT":0.6,"TSLS":0.6,"TSLQ":0.6,"TSLZ":0.6,"TSLW":0.6},"content_text":"点击蓝字 关注NEVWatch 洞见新能源汽车马斯克（Elon Musk）表示，特斯拉（Tesla）需要自行兴建并运营他所称的“TeraFab”半导体工厂。这将是一项可能耗资数百亿美元的庞大工程，也意味着特斯拉将再次跨足电动车核心业务之外。特斯拉拟在美国兴建TeraFab以化解产能与地缘政治风险马斯克昨在特斯拉的财报会议上表示：“为了排除3至4年后可能出现的产能瓶颈，我们势必要建造一座特斯拉的TeraFab。那将是一座非常大型的晶圆厂，包含逻辑芯片、内存与封装，而且会设在美国本土。”身为全球市值最高汽车制造商，特斯拉已将未来押注在人工智能、自动驾驶与机器人等领域，这些计划对芯片的需求近乎无止境。目前，特斯拉主要向三星电子与台积电采购芯片。马斯克指出，现有供应商，包括台积电、三星与美光科技（Micron），无法在所需的规模上满足特斯拉的需求。他说：“这对确保我们能免于地缘政治风险的冲击至关重要，我认为许多人可能低估了未来几年将成为重大因素的地缘政治风险。”目前全球对台积电以及台积电在台湾的先进芯片产能的依赖程度非常高。不盖晶圆厂就撞上“芯片之墙”近来，马斯克已多次释放信号，表示特斯拉可能会自行生产芯片，以应对他所认为、在高度竞争的AI竞赛中最主要的瓶颈：芯片供给不足。马斯克日前在与X Prize Foundation创始人Peter Diamandis的Podcast节目中表示：“如果我们不建晶圆厂，就会撞上‘芯片之墙’。”他指的是业界用来形容芯片产能受限的说法。他说：“我们只有2个选择：要么撞上芯片之墙，要么自己盖晶圆厂。”去年11月，马斯克也曾向特斯拉股东表示，公司可能必须兴建一座“TeraFab”，并直言：“我看不出还有其他方式，能取得我们所需要的那种芯片产量。”TeraFab落脚地点与时程仍未明朗兴建先进晶圆厂的经济现实相当残酷，需要数百亿美元的固定成本，而且从建厂到全面投产，往往需耗费多年时间。此外，还必须向多家供应商采购高度复杂的设备，尤其是几乎垄断关键制程设备市场的欧洲业者ASML。尽管困难重重，兴建芯片工厂仍符合马斯克一贯的垂直整合策略。将关键零组件内制，使其旗下企业能以远快于供应链的速度推进发展。特斯拉、SpaceX、xAI、Neuralink与Boring Company之间的业务版图，也愈来愈相互重叠。目前仍不清楚TeraFab将落脚美国何处，以及具体时程为何。特斯拉预期今年在既有工厂上的资本支出将超过200亿美元。像是太阳能电池制造设施与芯片晶圆厂等“基础建设型投资”将如何筹资，仍有待观察。特斯拉拟动用自有资金并寻求银行融资兴建TeraFab特斯拉财务长Vaibhav Taneja表示：“帐上现金与投资超过440亿美元，我们会先动用内部资源，但也有其他筹资方式。”他补充说：“只要有稳定的现金流，就能向银行融资。我们也已经和银行进行过相关讨论，未来仍需进一步评估，是通过增加负债，或其他方式来筹措资金。”马斯克则表示，未来将会就TeraFab计划对外发布“更重大的宣布”。文章来源：网络，不代表本平台观点，仅供参考。感恩原创作者，版权归原作者所有，如若侵权，烦请平台留言删除。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}