在全球 AI 硬件供应链仍处于严重紧绷的背景下,埃隆·马斯克再次把产业链的矛盾摆上台面。他在第 32 届男爵投资大会上公开表示,自己正向台积电与三星施压,希望其在生产特斯拉 AI 芯片时“远快于传统半导体周期”。他说,当台积电与三星告诉他“建厂需要五年”时,他的直觉反应是:“五年就是永恒。”这一表态虽夸张,却精准揭示出当前全球最稀缺的资源不是资金,而是先进制造能力与可用算力。特斯拉的超车焦虑:...
Source Link在全球 AI 硬件供应链仍处于严重紧绷的背景下,埃隆·马斯克再次把产业链的矛盾摆上台面。他在第 32 届男爵投资大会上公开表示,自己正向台积电与三星施压,希望其在生产特斯拉 AI 芯片时“远快于传统半导体周期”。他说,当台积电与三星告诉他“建厂需要五年”时,他的直觉反应是:“五年就是永恒。”这一表态虽夸张,却精准揭示出当前全球最稀缺的资源不是资金,而是先进制造能力与可用算力。特斯拉的超车焦虑:...
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