马斯克为何坚持盖芯片厂 分析师给出3大原因

电子产品世界
Nov 12, 2025

特斯拉于本月6日举行年度股东大会,执行长马斯克(Elon Musk)透露,公司正在评估自行兴建一座月产能上看100万片晶圆的芯片厂,引发外界高度关注,英伟达执行长黄仁勋对此表示,特斯拉自盖晶圆厂要追上台积电几乎不可能。 天风国际证券分析师郭明𫓹则在社交平台X发文,列出马斯克自建芯片厂的三大关键考量。首先,马斯克表示,他希望在AI5芯片开始量产后不到一年,就能在同一座晶圆厂转换至AI6芯片,并将所有...

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