無羈的風
08-01
时间拉的太远了,那时好多人都去天堂了
[捂脸]
消息称特斯拉 AI6 芯片将优先用于 Optimus 机器人与 Dojo 超算,而非汽车
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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025073123055994c691ff&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉已与三星签署上百亿美元的 AI6 芯片协议,据行业分析师预测,特斯拉的 2 纳米 AI6 芯片将于 2028 年进入大规模生产阶段,其产量峰值预计将在 2029 年至 2032 年期间出现。据韩媒 ETNews 报道,三星已经开始了 AI6 芯片制造的规划工作,但初步设计主要是面向下一代 Optimus 人形机器人和 Dojo FSD 超级计算机集群,而非特斯拉汽车。IT之家注意到,埃隆・...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025073123055994c691ff&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME 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芯片性能如此出色,以至于可能会与美国政府对人工智能计算能力的出口管制产生冲突。特斯拉之所以选择三星,很可能是出于价格和产能的考虑,因为特斯拉并非台积电的核心客户。三星还将允许特斯拉共同开发 AI6 芯片,马斯克甚至表示他将亲自前往得克萨斯州泰勒工厂检查生产线,寻找优化和降低成本的机会。对于三星而言,这笔交易对其代工业务来说无疑是天赐良机。三星自家的 Exynos 芯片由于在热管理方面存在挑战,与台积电代工生产的高通骁龙系列相比,往往表现逊色。三星此前在 2 纳米 GAA 生产工艺的良品率方面也面临困境,但已将其从最初的低水平提高到约 40%,并且预计在明年新设备安装完成后,泰勒工厂的良品率将达到 60% 或以上。如果达不到这一目标,三星可能会以成本价甚至亏损的方式为特斯拉生产 AI6 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