特斯拉AI5芯片雙線代工：三星入局打破台積電壟斷格局

維庫電子市場網

01/21

特斯拉在芯片供應鏈領域又邁出關鍵一步。埃隆·馬斯克在財報電話會上證實，下一代AI5芯片將採用台積電與三星電子雙線代工模式，這一決策顛覆了此前"台積電代工"的既定路線。這場看似平常的供應鏈調整背後，藏着特斯拉怎樣的戰略考量？芯片代工格局生變作為特斯拉完全自動駕駛(FSD)和人形機器人Optimus的核心算力引擎，AI5芯片承載着馬斯克人工智能戰略的關鍵使命。這款專用AI芯片摒棄傳統GPU架構，專注於...

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14:02","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2605917804","market":"us","top_or_hot":-1,"title":"特斯拉AI5芯片雙線代工：三星入局打破台積電壟斷格局","media":"維庫電子市場網","content":"<div>\n<p>特斯拉在芯片供應鏈領域又邁出關鍵一步。埃隆·馬斯克在財報電話會上證實，下一代AI5芯片將採用台積電與三星電子雙線代工模式，這一決策顛覆了此前\"台積電代工\"的既定路線。這場看似平常的供應鏈調整背後，藏着特斯拉怎樣的戰略考量？芯片代工格局生變作為特斯拉完全自動駕駛(FSD)和人形機器人Optimus的核心算力引擎，AI5芯片承載着馬斯克人工智能戰略的關鍵使命。這款專用AI芯片摒棄傳統GPU架構，專注於...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121140350a4443de8&s=b\">網頁鏈接</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AI5芯片雙線代工：三星入局打破台積電壟斷格局</title>\n<style 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}\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: 12.5px; color: 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121140350a4443de8&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121140350a4443de8&s=b\">維庫電子市場網</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2471134879.HKD","symbol_name":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121140350a4443de8&s=b","article_id":"2605917804","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121140350a4443de8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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