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Back馬斯克自招不懂如何做晶片!「預言中國2、3年突破晶片限制」變成外行話
馬斯克自招不懂如何做晶片!「預言中國2、3年突破晶片限制」變成外行話
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自由时报2 hours agoTech2 min readChinaView translation

馬斯克自招不懂如何做晶片!「預言中國2、3年突破晶片限制」變成外行話

億萬富豪馬斯克在特斯拉矽谷車主大會上承認自己並不了解如何製造半導體,並透露今年可能因AI音樂影片產生多次「人工智慧精神病」。

Quick Look

億萬富豪馬斯克在特斯拉車主大會上承認自己不了解半導體製造,並透露今年因觀看AI產生的音樂影片曾多次出現「人工智慧精神病」。此前他曾預測中國將在兩三年內克服晶片製造限制。

AI-generated summary

Why It Matters

馬斯克過去幾週的Terafab專案晶片計畫備受關注,外界曾傳言台積電可能參與其中。

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馬斯克發表言論承認,自己並不了解如何製造半導體。(路透)

億萬富豪馬斯克在特斯拉矽谷車主大會(Tesla Owners Silicon Valley)上發表言論承認自己並不了解如何製造半導體,十多天前他才向中國媒體聲稱,中國將在2-3年內克服晶片製造的限制。此外,他也坦言,今年他可能因為觀看一些利用人工智慧技術產生的音樂影片而產生了多達12次的「人工智慧精神病」。

wccftech報導,過去幾週,馬斯克在Terafab專案下的晶片製造計畫備受關注,此前有傳言稱台灣晶片巨頭台積電可能參與其中。馬斯克最新的表態表明,台積電至多可能只是租賃方。鑑於特斯拉在中國的商業利益,馬斯克的晶片計畫也在台灣引發了軒然大波。

9月下旬,馬斯克向中國環球電視網解釋說,他相信中國能夠在「大約兩到三年內透過曝光機和晶片製造解決計算方面的限制」。

然而,在與特斯拉俱樂部成員的交流中,馬斯克承認,他對晶片製造仍然「知之甚少」,而且「說實話」,他根本不知道該怎麼製造晶片。不過,一向樂觀的馬斯克仍相信,他和Terafab團隊最終能夠解決這個問題。

目前晶片製造流程中令馬斯克感興趣的一個方面是設備的統一性。這位習慣為旗下汽車和航空航太公司採用客製化製造流程的執行長指出,三星、英特爾和台積電的工廠裡的機器都一模一樣。馬斯克將這一點與他為Terafab制定的計劃聯繫起來,並補充說:「所以我覺得我們接下來會先從傳統設備入手。然後我們會改造這些設備來提高產能。之後,我們會針對產能瓶頸,定制能夠大幅提高晶圓產能的專用設備。」

馬斯克承認這些計劃可能需要「相當長的時間」,他解釋,目標是創建一個迭代流程,在同一屋簷下完成掩模製造、晶片製造和最終產品封裝,然後不斷改進迭代,以實現更高的晶圓吞吐量和其他改進。

馬斯克也討論了人工智慧的進步,以及訓練資料對於確保模型效能的關鍵作用。最近,他承認,人工智慧的進步可能只有那些過度使用軟體的人才能察覺。

在這場演講中,馬斯克以影片和音樂錄影帶為例,評論「各種人工智慧協同工作,本身就能製作出極具吸引力的音樂影片」。

馬斯克補充說:「人工智慧在製作影片方面的能力展現了『品味』」,他將其定義為「有點像理解邊緣系統共鳴,知道什麼會引起人們的共鳴,並觸動你的邊緣系統」。

他在討論中提到了精神病,並說:「我覺得人工智慧將會非常不可思議。某種程度上來說,它已經很不可思議了。這就是我之前有點兒……嗯,我感覺自己有點兒精神病,或許是很嚴重的那種。今年有好幾次,我都感覺自己好像得了人工智能或者智慧系統精神病,大概有六次吧。」

Open Questions

  • Terafab專案的具體實施時間表為何?
  • 台積電是否會實際參與特斯拉的晶片計畫?

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This article was originally published by 自由时报.

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