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- WEIWEI LIWEIWEI LI
  ·11-10
  $英特尔(INTC)$
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- WEIWEI LIWEIWEI LI
  ·11-07
  会不会马斯克买了英特尔股票才这样说的[微笑]
  特斯拉将建一座晶圆厂
  然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此特斯拉“可能”将不得不自行建造一座“超大型晶圆厂”。特斯拉将部分AI5芯片的生产委托给三星晶圆代工，这具有三大关键意义。第二个含义是，在先进半导体竞争激烈的背景下，特斯拉正在抢占先机，确保与三星晶圆代工厂的合作。科技行业猜测，特斯拉将AI5订单分配给台积电和三星的决定可能是一项战略举措，旨在确保三星闲置的晶圆生产线得到充分利用。
  特斯拉将建一座晶圆厂
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- WEIWEI LIWEIWEI LI
  ·11-07
  $英特尔(INTC)$ 其它家都止跌了，就你一个头往下串
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- WEIWEI LIWEIWEI LI
  ·11-03
  $英特尔(INTC)$
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- WEIWEI LIWEIWEI LI
  ·10-27
  $英特尔(INTC)$
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- WEIWEI LIWEIWEI LI
  ·10-24
  $英特尔(INTC)$ 在过会儿可能都要红了，太惨了
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- WEIWEI LIWEIWEI LI
  ·10-21
  $英特尔(INTC)$
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- WEIWEI LIWEIWEI LI
  ·10-14
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- WEIWEI LIWEIWEI LI
  ·10-07
  $英特尔(INTC)$
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- WEIWEI LIWEIWEI LI
  ·10-05
  整天碰瓷一点自信都没有，做啥高端机
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与自驾技术长期发展，因此特斯拉“可能”将不得不自行建造一座“超大型晶圆厂”。特斯拉将部分AI5芯片的生产委托给三星晶圆代工，这具有三大关键意义。第二个含义是，在先进半导体竞争激烈的背景下，特斯拉正在抢占先机，确保与三星晶圆代工厂的合作。科技行业猜测，特斯拉将AI5订单分配给台积电和三星的决定可能是一项战略举措，旨在确保三星闲置的晶圆生产线得到充分利用。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克周四(6 日) 盘后于股东大会上表示，随着自动驾驶与机器人应用快速扩张，特斯拉需要自行建造一座大型晶圆厂，以满足未来庞大的运算需求，并透露公司可能与芯片大厂<a href=\"https://laohu8.com/S/INTC\">英特尔</a>展开合作。消息公布后，英特尔闻讯大涨近4%。</p><p>马斯克指出，特斯拉未来芯片制造将分散于台湾、南韩、亚利桑那州与德州等地，作为全球供应链的一部分。</p><p>然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此特斯拉“可能”将不得不自行建造一座“超大型晶圆厂”。</p><p>马斯克说，若不如此，将无法取得公司所需的大量芯片供应。他强调：“这件事非做不可。”</p><p>马斯克透露，目前特斯拉正全力投入芯片研发，“你可以看得出来，我现在对芯片片极度着迷。”</p><p>马斯克称，特斯拉目前尚未与任何公司签约，但“大概有必要与英特尔进行讨论”。受此消息激励，英特尔周四盘后一度闻讯大涨近4%。</p><p>马斯克还提及特斯拉与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的差异。他表示，特斯拉需要大量“成本低、功耗低”的芯片，以支援旗下人形机器人与自驾车的运算需求，意味特斯拉可专注为自家软件量身打造芯片，相比之下，英伟达必须满足“所有过去与未来客户”的需求。</p><p><strong>特斯拉芯片，两巨头分食</strong></p><p>特斯拉首席执行官埃隆·马斯克在当地时间22日举行的公司第三季度财报电话会议上表示：“我想彻底澄清一点：AI5芯片将由<a href=\"https://laohu8.com/S/TSM\">台积电</a>和<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>共同生产。”此前，科技行业普遍认为，特斯拉既然将目前的AI4芯片委托给<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>代工，那么AI5芯片也会交给台积电，而AI6芯片则继续由三星代工。然而，马斯克透露AI5芯片的生产将由三星和台积电共同承担，这意味着三星实际上获得了一笔额外的订单。</p><p>特斯拉将部分AI5芯片的生产委托给三星晶圆代工，这具有三大关键意义。首先，这标志着三星晶圆代工技术的复苏。此前，由于良率低和性能问题，三星晶圆代工一直难以获得客户。三星于2022年开始采用GAA（Gate-All-Around，全方位栅极）工艺技术打造3纳米晶圆代工厂，放弃了原有的FinFET工艺。然而，良率（合格产品的比例）低于预期，量产计划也遭遇延误。甚至连原计划用于三星Galaxy S25的移动应用处理器Exynos 2500，也因良率低导致的供应问题而被<a href=\"https://laohu8.com/S/QCOM\">高通</a>芯片完全取代。客户流失，三星晶圆代工业务陷入困境。一位业内人士评论道：“三星曾凭借市场需求和B2B销售成为全球存储半导体领域的领导者，但在晶圆代工领域，却在交货期限管理和客户关系方面犯了错误。”</p><p>面对危机，三星将重心从追求速度转向巩固技术。它将原计划于2027年实现量产的1.4纳米工艺推迟到2029年，并集中精力提升2纳米工艺的良率。据科技行业人士透露，三星2纳米工艺的良率目前已提升至55%至60%。该公司计划在年底前将良率提升至70%。</p><p>第二个含义是，在先进半导体竞争激烈的背景下，特斯拉正在抢占先机，确保与三星晶圆代工厂的合作。马斯克强调，将AI5芯片的生产分配给三星和台积电，旨在“确保AI5芯片的充足供应”。目前，科技行业正竞相投资人工智能基础设施。在全球范围内，只有台积电、三星和英特尔能够采用3纳米以下的先进工艺生产芯片。考虑到英特尔尚未实现3纳米以下芯片的量产，台积电和三星仍然是企业唯一可靠的供应商。</p><p>科技行业猜测，特斯拉将AI5订单分配给台积电和三星的决定可能是一项战略举措，旨在确保三星闲置的晶圆生产线得到充分利用。台积电订单爆满，难以承接更多客户，而三星的生产线则相对空闲。特斯拉通过优先获得三星的产能，意在掌控AI芯片的供应。马斯克指出：“剩余的AI5芯片可以用于数据中心和其他应用。”</p><p>一些科技行业人士认为，台积电近期提价对三星来说是个好消息。据报道，台积电计划将其2纳米晶圆的生产成本较上一代产品提高约50%。受此影响，高通和联发科等公司正在考虑将三星晶圆代工作为替代方案。一位业内人士表示：“据称高通正在与三星合作测试样品，而三星则积极降价以争取客户，力图扭转颓势。”</p></body></html>","source":"bdthygc","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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特斯拉将建一座晶圆厂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-07 09:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/P8q_Jt9Hw9YhPRXhXJrEcA><strong>半导体行业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉CEO马斯克周四(6 日) 盘后于股东大会上表示，随着自动驾驶与机器人应用快速扩张，特斯拉需要自行建造一座大型晶圆厂，以满足未来庞大的运算需求，并透露公司可能与芯片大厂英特尔展开合作。消息公布后，英特尔闻讯大涨近4%。马斯克指出，特斯拉未来芯片制造将分散于台湾、南韩、亚利桑那州与德州等地，作为全球供应链的一部分。然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/P8q_Jt9Hw9YhPRXhXJrEcA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8c95dc9b62af63b498dce2238fb18ba3","relate_stocks":{"LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) 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INC","SG9999015978.USD":"利安颠覆性创新基金A","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4581":"高盛持仓","BK4543":"AI"},"source_url":"https://mp.weixin.qq.com/s/P8q_Jt9Hw9YhPRXhXJrEcA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2581028746","content_text":"特斯拉CEO马斯克周四(6 日) 盘后于股东大会上表示，随着自动驾驶与机器人应用快速扩张，特斯拉需要自行建造一座大型晶圆厂，以满足未来庞大的运算需求，并透露公司可能与芯片大厂英特尔展开合作。消息公布后，英特尔闻讯大涨近4%。马斯克指出，特斯拉未来芯片制造将分散于台湾、南韩、亚利桑那州与德州等地，作为全球供应链的一部分。然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此特斯拉“可能”将不得不自行建造一座“超大型晶圆厂”。马斯克说，若不如此，将无法取得公司所需的大量芯片供应。他强调：“这件事非做不可。”马斯克透露，目前特斯拉正全力投入芯片研发，“你可以看得出来，我现在对芯片片极度着迷。”马斯克称，特斯拉目前尚未与任何公司签约，但“大概有必要与英特尔进行讨论”。受此消息激励，英特尔周四盘后一度闻讯大涨近4%。马斯克还提及特斯拉与英伟达的差异。他表示，特斯拉需要大量“成本低、功耗低”的芯片，以支援旗下人形机器人与自驾车的运算需求，意味特斯拉可专注为自家软件量身打造芯片，相比之下，英伟达必须满足“所有过去与未来客户”的需求。特斯拉芯片，两巨头分食特斯拉首席执行官埃隆·马斯克在当地时间22日举行的公司第三季度财报电话会议上表示：“我想彻底澄清一点：AI5芯片将由台积电和三星电子共同生产。”此前，科技行业普遍认为，特斯拉既然将目前的AI4芯片委托给三星代工，那么AI5芯片也会交给台积电，而AI6芯片则继续由三星代工。然而，马斯克透露AI5芯片的生产将由三星和台积电共同承担，这意味着三星实际上获得了一笔额外的订单。特斯拉将部分AI5芯片的生产委托给三星晶圆代工，这具有三大关键意义。首先，这标志着三星晶圆代工技术的复苏。此前，由于良率低和性能问题，三星晶圆代工一直难以获得客户。三星于2022年开始采用GAA（Gate-All-Around，全方位栅极）工艺技术打造3纳米晶圆代工厂，放弃了原有的FinFET工艺。然而，良率（合格产品的比例）低于预期，量产计划也遭遇延误。甚至连原计划用于三星Galaxy S25的移动应用处理器Exynos 2500，也因良率低导致的供应问题而被高通芯片完全取代。客户流失，三星晶圆代工业务陷入困境。一位业内人士评论道：“三星曾凭借市场需求和B2B销售成为全球存储半导体领域的领导者，但在晶圆代工领域，却在交货期限管理和客户关系方面犯了错误。”面对危机，三星将重心从追求速度转向巩固技术。它将原计划于2027年实现量产的1.4纳米工艺推迟到2029年，并集中精力提升2纳米工艺的良率。据科技行业人士透露，三星2纳米工艺的良率目前已提升至55%至60%。该公司计划在年底前将良率提升至70%。第二个含义是，在先进半导体竞争激烈的背景下，特斯拉正在抢占先机，确保与三星晶圆代工厂的合作。马斯克强调，将AI5芯片的生产分配给三星和台积电，旨在“确保AI5芯片的充足供应”。目前，科技行业正竞相投资人工智能基础设施。在全球范围内，只有台积电、三星和英特尔能够采用3纳米以下的先进工艺生产芯片。考虑到英特尔尚未实现3纳米以下芯片的量产，台积电和三星仍然是企业唯一可靠的供应商。科技行业猜测，特斯拉将AI5订单分配给台积电和三星的决定可能是一项战略举措，旨在确保三星闲置的晶圆生产线得到充分利用。台积电订单爆满，难以承接更多客户，而三星的生产线则相对空闲。特斯拉通过优先获得三星的产能，意在掌控AI芯片的供应。马斯克指出：“剩余的AI5芯片可以用于数据中心和其他应用。”一些科技行业人士认为，台积电近期提价对三星来说是个好消息。据报道，台积电计划将其2纳米晶圆的生产成本较上一代产品提高约50%。受此影响，高通和联发科等公司正在考虑将三星晶圆代工作为替代方案。一位业内人士表示：“据称高通正在与三星合作测试样品，而三星则积极降价以争取客户，力图扭转颓势。”","news_type":1,"symbols_score_info":{"INTC":0.9,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":2505,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"idStr":"3563357612600728","authorIdStr":"3563357612600728"},"content":"可能是川普让他这么说的，毕竟政府入股","text":"可能是川普让他这么说的，毕竟政府入股","html":"可能是川普让他这么说的，毕竟政府入股"},{"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI 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