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Back馬斯克自產晶片「比登陸火星還難」被冷嘲至少要30年 傳台積電內部人士認同
馬斯克自產晶片「比登陸火星還難」被冷嘲至少要30年 傳台積電內部人士認同
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自由时报2 hours agoBusiness2 min readChinaView translation

馬斯克自產晶片「比登陸火星還難」被冷嘲至少要30年 傳台積電內部人士認同

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億萬富豪馬斯克計劃在其Terafab專案中生產晶片,但韓國韓華證券分析師、三星高層及熟悉台積電內部的人士均指出,晶片製造良率提升需數十年經驗積累,難度遠超預期,甚至被比喻為比載人登陸火星更具挑戰性。

AI-generated summary

Why It Matters

馬斯克的Terafab專案旨在打造從航太到自動駕駛汽車和機器人的端到端晶片供應鏈,並計畫與英特爾合作使用其14A製程技術。

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億萬富豪馬斯克計劃在其Terafab專案中生產晶片,產業專家認為難度很大。(法新社)

〔財經頻道/綜合報導〕外媒wccftech報導,根據韓媒引述一位熟悉台積電內部事務的人士的話報導,億萬富豪馬斯克計劃在其Terafab專案中生產晶片,其難度可能比載人登陸火星還要大。

南韓媒體Hankyung報導引述三星一位高層、韓華證券一位分析師,以及一位台積電內部情況的人士的話稱,雖然建造一座晶片製造廠本身相對容易(前提是資金充足),但要利用該廠生產高良率的晶片則完全是另一回事,難度要大得多。

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韓國韓華證券分析師朴俊勇(音譯,Park Joon-yong)認為,Terafab計畫的意義在於,它旨在為從航太到自動駕駛汽車和機器人等應用領域的晶片開發端到端供應鏈。朴俊勇補充說,英特爾的晶片生產經驗對於特斯拉和SpaceX來說至關重要,它們可以快速開發生產系統,而無需花費大量時間從頭開始開發技術。

一位三星高層對馬斯克的努力持更為批評的態度,他們認為,晶片製造業的實力取決於多年來透過不斷提高良率這一複雜過程所累積的知識。據報導,三星經常面臨晶片製造良率方面的挑戰,這位高層補充說,要使設備達到大規模生產的良率水平,並保持製程步驟的最佳組合,至少需要30年的時間。

此外,一位熟悉台積電內部運作的人士對此表示贊同,並指出,雖然建造一座製造廠很容易,但生產出沒有波動和錯誤的晶圓卻困難得多。

馬斯克對他的Terafab計畫抱持著宏偉的雄心,該計畫的關鍵合作夥伴是英特爾,預計英特爾的下一代14A晶片製造製程技術將應用於該設施。

最近,隨著馬斯克可能與台積電合作進行晶片生產計畫的猜測甚囂塵上,Terafab再次成為新聞焦點。

作為全球最大的晶片代工製造商,台積電將為該專案帶來豐富的專業知識。這項潛在合作不僅有馬斯克暗示這家台灣公司可能成為轉包商,也有人警告稱,馬斯克與這家對中國市場至關重要的公司合作,可能會引發人們對其在中國商業利益的擔憂。

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What to Watch

AI outlook — possibilities, not facts

  • 馬斯克將在未來數月內公布Terafab具體建設進度或合作夥伴名單

    Possible · Within months

  • 若Terafab計畫推進,將引發產業對新進入者可行性的廣泛討論

    Likely · Within months

Open Questions

  • Terafab具體何時開始建設?
  • 馬斯克與台積電的合作是否已有具體協議?
  • 英特爾的14A製程技術目前處於什麼階段?
  • 此計畫將如何影響現有晶片供應鏈格局?

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