埃隆·马斯克近期抛出一项震撼半导体行业的计划:特斯拉拟自建一座2纳米制程的“TeraFab”晶圆厂,目标月产能从10万片起步,最终冲刺百万片规模。这一构想源于其对传统代工模式响应速度的强烈不满——当马斯克询问台积电和三星新建工厂的周期时,对方给出的“五年”答复被他视为“错失AI时代先机的代名词”。尽管英伟达CEO黄仁勋质疑其良率难以企及台积电水平,且EUV光刻环境对洁净度的严苛要求与马斯克设想的“...
Source Link埃隆·马斯克近期抛出一项震撼半导体行业的计划:特斯拉拟自建一座2纳米制程的“TeraFab”晶圆厂,目标月产能从10万片起步,最终冲刺百万片规模。这一构想源于其对传统代工模式响应速度的强烈不满——当马斯克询问台积电和三星新建工厂的周期时,对方给出的“五年”答复被他视为“错失AI时代先机的代名词”。尽管英伟达CEO黄仁勋质疑其良率难以企及台积电水平,且EUV光刻环境对洁净度的严苛要求与马斯克设想的“...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.