马斯克：要建超级晶圆厂，月产能百万片

Ofweek光电信息网

11/13

特斯拉 CEO 马斯克在 2025 年度股东大会上表示，为缓解 AI 与机器人芯片缺口，公司正评估自建 “Tesla Terafab” 超级晶圆厂，初期月投片 10 万片，终局目标 100 万片终局目标锁定 100 万片 —— 这一规模相当于台积电 2024 年月均 142 万片产能的七成。目前，特斯拉 FSD、Optimus 和数据中心三面开火，对芯片的胃口撑到最大。而其所需的 AI5 芯片由...

网页链接

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www-web.itiger.com/hans/news/2583545295"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2583545295\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2583545295?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-11-13 15:40","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2583545295","market":"us","top_or_hot":-1,"title":"马斯克：要建超级晶圆厂，月产能百万片","media":"Ofweek光电信息网","content":"<div>\n<p>特斯拉 CEO 马斯克在 2025 年度股东大会上表示，为缓解 AI 与机器人芯片缺口，公司正评估自建 “Tesla Terafab” 超级晶圆厂，初期月投片 10 万片，终局目标 100 万片 终局目标锁定 100 万片 —— 这一规模相当于台积电 2024 年月均 142 万片产能的七成。目前，特斯拉 FSD、Optimus 和数据中心三面开火，对芯片的胃口撑到最大。而其所需的 AI5 芯片由...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511131608039501c5c9&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克：要建超级晶圆厂，月产能百万片</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克：要建超级晶圆厂，月产能百万片\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-13 15:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511131608039501c5c9&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉 CEO 马斯克在 2025 年度股东大会上表示，为缓解 AI 与机器人芯片缺口，公司正评估自建 “Tesla Terafab” 超级晶圆厂，初期月投片 10 万片，终局目标 100 万片 终局目标锁定 100 万片 —— 这一规模相当于台积电 2024 年月均 142 万片产能的七成。目前，特斯拉 FSD、Optimus 和数据中心三面开火，对芯片的胃口撑到最大。而其所需的 AI5 芯片...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511131608039501c5c9&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"UFO","symbol_name":"Procure Space ETF","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511131608039501c5c9&s=b","article_id":"2583545295","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511131608039501c5c9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2583545295","pubTimestamp":1763019600,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"特斯拉 CEO 马斯克在 2025 年度股东大会上表示，为缓解 AI 与机器人芯片缺口，公司正评估自建 “Tesla Terafab” 超级晶圆厂，初期月投片 10 万片，终局目标 100 万片 终局目标锁定 100 万片 —— 这一规模相当于台积电 2024 年月均 142 万片产能的七成。马斯克直言，即便按最佳产能推算，外购 AI 芯片 “永远不够”，无法满足业务需求。他透露正考虑与“英特尔”合作建设晶圆厂，但尚未签署任何协议。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"UFO":"Procure Space ETF","BK4602":"量子计算概念","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","INTC":"英特尔","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4535":"淡马锡持仓","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","BK4515":"5G概念","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","DXYZ":"Destiny Tech100 Inc","BK4548":"巴美列捷福持仓","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4598":"佩洛西持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","BK4554":"元宇宙及AR概念","BK4512":"苹果概念","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","TSYW.SI":"TESLA 3xLongSG261006","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4511":"特斯拉概念","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","TSLA":"特斯拉","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","BK4534":"瑞士信贷持仓","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD"},"translate_title":"Musk: To build a super wafer fab with a monthly production capacity of one million pieces","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DXYZ":1.5,"INTC":0.9,"TSLA":1.5,"TSYW.SI":0.6,"UFO":0.6},"content_text":"特斯拉 CEO 马斯克在 2025 年度股东大会上表示，为缓解 AI 与机器人芯片缺口，公司正评估自建 “Tesla Terafab” 超级晶圆厂，初期月投片 10 万片，终局目标 100 万片 终局目标锁定 100 万片 —— 这一规模相当于台积电 2024 年月均 142 万片产能的七成。目前，特斯拉 FSD、Optimus 和数据中心三面开火，对芯片的胃口撑到最大。而其所需的 AI5 芯片由台积电、三星代工，下一代 AI6 已启动设计，但其铺货和量产需时很久。马斯克直言，即便按最佳产能推算，外购 AI 芯片 “永远不够”，无法满足业务需求。他透露正考虑与“英特尔”合作建设晶圆厂，但尚未签署任何协议。尽管马斯克未透露具体投资规模，但业内估算，若采用 3nm 以下先进制程，晶圆厂建设预算按千亿美元起跳，且需数年时间实现稳定良率。目前特斯拉芯片团队尚无 3nm 以下量产经验，项目落地仍需跨越技术、资金与人才三重门槛，市场预计最早 2027 年才有实质投片。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}