超千億豪賭芯片局！特斯拉計劃新建工廠

NEVWatch 洞見新能源汽車

02/03

點擊藍字關注NEVWatch 洞見新能源汽車馬斯克（Elon Musk）表示，特斯拉（Tesla）需要自行興建並運營他所稱的「TeraFab」半導體工廠。這將是一項可能耗資數百億美元的龐大工程，也意味着特斯拉將再次跨足電動車核心業務之外。特斯拉擬在美國興建TeraFab以化解產能與地緣政治風險馬斯克昨在特斯拉的財報會議上表示：「為了排除3至4年後可能出現的產能瓶頸，我們勢必要建造一座特斯拉的...

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17:32","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2608287685","market":"us","top_or_hot":-1,"title":"超千億豪賭芯片局！特斯拉計劃新建工廠","media":"NEVWatch 洞見新能源汽車","content":"<div>\n<p>點擊藍字 關注NEVWatch 洞見新能源汽車馬斯克（Elon Musk）表示，特斯拉（Tesla）需要自行興建並運營他所稱的「TeraFab」半導體工廠。這將是一項可能耗資數百億美元的龐大工程，也意味着特斯拉將再次跨足電動車核心業務之外。特斯拉擬在美國興建TeraFab以化解產能與地緣政治風險馬斯克昨在特斯拉的財報會議上表示：「為了排除3至4年後可能出現的產能瓶頸，我們勢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\">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>超千億豪賭芯片局！特斯拉計劃新建工廠</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: #7E829C; margin: 0;}\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超千億豪賭芯片局！特斯拉計劃新建工廠\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">NEVWatch 洞見新能源汽車</strong><span class=\"h-time small\">2026-02-03 17:32</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>點擊藍字 關注NEVWatch 洞見新能源汽車馬斯克（Elon Musk）表示，特斯拉（Tesla）需要自行興建並運營他所稱的「TeraFab」半導體工廠。這將是一項可能耗資數百億美元的龐大工程，也意味着特斯拉將再次跨足電動車核心業務之外。特斯拉擬在美國興建TeraFab以化解產能與地緣政治風險馬斯克昨在特斯拉的財報會議上表示：「為了排除3至4年後可能出現的產能瓶頸，我們勢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\">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=nesSN20260203202245953f9f87&s=b\">NEVWatch 洞見新能源汽車</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":"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 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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":"點擊藍字 關注NEVWatch 洞見新能源汽車馬斯克（Elon Musk）表示，特斯拉（Tesla）需要自行興建並運營他所稱的「TeraFab」半導體工廠。這將是一項可能耗資數百億美元的龐大工程，也意味着特斯拉將再次跨足電動車核心業務之外。特斯拉擬在美國興建TeraFab以化解產能與地緣政治風險馬斯克昨在特斯拉的財報會議上表示：「為了排除3至4年後可能出現的產能瓶頸，我們勢必要建造一座特斯拉的TeraFab。那將是一座非常大型的晶圓廠，包含邏輯芯片、內存與封裝，而且會設在美國本土。」身為全球市值最高汽車製造商，特斯拉已將未來押注在人工智能、自動駕駛與機器人等領域，這些計劃對芯片的需求近乎無止境。目前，特斯拉主要向三星電子與台積電採購芯片。馬斯克指出，現有供應商，包括台積電、三星與美光科技（Micron），無法在所需的規模上滿足特斯拉的需求。他説：「這對確保我們能免於地緣政治風險的衝擊至關重要，我認為許多人可能低估了未來幾年將成為重大因素的地緣政治風險。」目前全球對台積電以及台積電在台灣的先進芯片產能的依賴程度非常高。不蓋晶圓廠就撞上「芯片之牆」近來，馬斯克已多次釋放信號，表示特斯拉可能會自行生產芯片，以應對他所認為、在高度競爭的AI競賽中最主要的瓶頸：芯片供給不足。馬斯克日前在與X Prize Foundation創始人Peter Diamandis的Podcast節目中表示：「如果我們不建晶圓廠，就會撞上‘芯片之牆’。」他指的是業界用來形容芯片產能受限的説法。他説：「我們只有2個選擇：要麼撞上芯片之牆，要麼自己蓋晶圓廠。」去年11月，馬斯克也曾向特斯拉股東表示，公司可能必須興建一座「TeraFab」，並直言：「我看不出還有其他方式，能取得我們所需要的那種芯片產量。」TeraFab落腳地點與時程仍未明朗興建先進晶圓廠的經濟現實相當殘酷，需要數百億美元的固定成本，而且從建廠到全面投產，往往需耗費多年時間。此外，還必須向多家供應商採購高度複雜的設備，尤其是幾乎壟斷關鍵製程設備市場的歐洲業者ASML。儘管困難重重，興建芯片工廠仍符合馬斯克一貫的垂直整合策略。將關鍵零組件內製，使其旗下企業能以遠快於供應鏈的速度推進發展。特斯拉、SpaceX、xAI、Neuralink與Boring Company之間的業務版圖，也愈來愈相互重疊。目前仍不清楚TeraFab將落腳美國何處，以及具體時程為何。特斯拉預期今年在既有工廠上的資本支出將超過200億美元。像是太陽能電池製造設施與芯片晶圓廠等「基礎建設型投資」將如何籌資，仍有待觀察。特斯拉擬動用自有資金並尋求銀行融資興建TeraFab特斯拉財務長Vaibhav Taneja表示：「帳上現金與投資超過440億美元，我們會先動用內部資源，但也有其他籌資方式。」他補充説：「只要有穩定的現金流，就能向銀行融資。我們也已經和銀行進行過相關討論，未來仍需進一步評估，是通過增加負債，或其他方式來籌措資金。」馬斯克則表示，未來將會就TeraFab計劃對外發布「更重大的宣佈」。文章來源：網絡，不代表本平台觀點，僅供參考。感恩原創作者，版權歸原作者所有，如若侵權，煩請平台留言刪除。","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"}}}