
美國科技富豪馬斯克在2026年All-In峰會上表示,未來晶片可能無法持續從台灣運往美國,為確保AI與電動車發展,SpaceX與特斯拉將在德州建造Terafab超級晶片廠。
馬斯克在峰會上透露建造德州Terafab超級晶片廠的主因,直言憂心未來晶片無法持續從台灣運往美國。此舉旨在應對地緣政治風險,並解決AI、人形機器人與電動車擴張所需的龐大晶片產能缺口。
AI-generated summary
今年5月馬斯克的SpaceX宣布在德州建造Terafab超級晶片廠。
今年5月,美國科技富豪馬斯克(Elon Musk)的SpaceX公司宣布將在美國德州建造一座名為Terafab的「超級晶片廠」。而近日,馬斯克在2026年All-In峰會上被問到為什麼必須建造Terafab時,直言「未來某個時點晶片可能無法再持續從台灣運往美國,若沒有足夠晶片,AI、人形機器人與電動車擴張都可能面臨困境」。
狗狗幣基金會設計師DogeDesigner在X上發布文章,分享馬斯克在峰會上與SpaceX總裁暨營運長Gwynne Shotwell的對談內容。
當馬斯克被詢問為何決定自行建造Terafab,並且不再完全依賴既有的晶片供應鏈時,他解釋「不知為什麼,在某個時點,晶片可能不會再持續從台灣運到這裡。如果我們完全沒有晶片,那真的會讓事情變得非常困難。這也是建造Terafab的重要原因之一。即使地緣政治局勢變得更加嚴峻,未來的晶片供應也必須具有確定性。」
他進一步指出,從長期來看,晶片產能本身存在擴張上的挑戰。
馬斯克說「如果你真的想要大規模擴展AI,無論是在伺服器端,還是在邊緣運算(edge compute)、人形機器人以及汽車上,現有晶片工廠的產能最終都會不夠。目前所有晶圓廠都已經在滿載運轉。要嘛建造Terafab,要嘛就無法實現規模化。這就是兩種選擇。」
至於特斯拉與SpaceX在德州合作建造的研發晶片工廠,Musk表示,目前所有設備都已經下訂。他說「我們正在奧斯汀建造一座研發晶圓廠,這是特斯拉與SpaceX之間的合作。我們已經把所有設備都訂購好了。我認為,我們可能在明年底之前就能製造出一些有用的東西。」
馬斯克也將這項計畫形容為一個循序漸進的過程,也就是「爬行、走路、跑步」(crawl, walk, run)。他解釋,第一步是確認「我們到底能不能製造出任何東西」;接下來則是進一步製造出有用的晶片,並達到一定規模;最後的「跑步」階段,則是進入大規模生產,也就是「現在讓我們以巨大的規模製造晶片」。
AI outlook — possibilities, not facts
奧斯汀研發晶圓廠在明年底前製造出實用晶片
Likely · Within months
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