特斯拉AI5芯片双线代工:三星入局打破台积电垄断格局

维库电子市场网
Jan 21

特斯拉在芯片供应链领域又迈出关键一步。埃隆·马斯克在财报电话会上证实,下一代AI5芯片将采用台积电与三星电子双线代工模式,这一决策颠覆了此前"台积电代工"的既定路线。这场看似平常的供应链调整背后,藏着特斯拉怎样的战略考量?芯片代工格局生变作为特斯拉完全自动驾驶(FSD)和人形机器人Optimus的核心算力引擎,AI5芯片承载着马斯克人工智能战略的关键使命。这款专用AI芯片摒弃传统GPU架构,专注于...

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