和讯投顾魏玉根:马斯克亲自下场建全球最大芯片工厂

和讯网
Yesterday

周末重磅消息传来。马斯克在直播中官宣,将亲自下场生产芯片,采用2纳米工艺,AI芯片、存储芯片、先进封装全部自研自产,年产目标高达一两千亿颗,算力规模以太瓦计。其中80%用于太空算力,20%用于地面,供给特斯拉的机器人、自动驾驶以及AI应用。这个芯片的产量有多大?这么说吧,比当前地球上所有芯片工厂的产能加起来还要高出五六倍。

此外,他还提到太空光伏的发射量也将大幅增加。此前计划每年发射不到100吉瓦,现在提升至800吉瓦,增长七八倍。机器人的量产计划也在提速,从一年100万台向1000万台迈进。

这张蓝图对于太空算力、机器人以及半导体设备企业而言,无疑是一个巨大的想象空间。

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