馬斯克：要建超級晶圓廠，月產能百萬片

Ofweek光電信息網

2025/11/13

特斯拉 CEO 馬斯克在 2025 年度股東大會上表示，為緩解 AI 與機器人芯片缺口，公司正評估自建「Tesla Terafab」超級晶圓廠，初期月投片 10 萬片，終局目標 100 萬片終局目標鎖定 100 萬片 —— 這一規模相當於台積電 2024 年月均 142 萬片產能的七成。目前，特斯拉 FSD、Optimus 和數據中心三面開火，對芯片的胃口撐到最大。而其所需的 AI5 芯片由...

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年才有實質投片。","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":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}