马斯克曾欲收购英特尔、台积电、美光晶圆厂,未果后转向合作
据韩媒 The Elec 报道(Wccftech 与科技新报转述),马斯克在推进 Terafab 芯片制造计划之前,曾试图直接收购英特尔、台积电与美光的晶圆制造设施,遭拒后才转向合作模式。报道称英特尔已直接与 Terafab 结盟,将通过 Intel 14A 制造技术协助该计划;而台积电的角色仍有分歧,马斯克称台积电最多只能担任分包商,台积电总裁魏哲家则证实双方有过讨论,但强调台积电必须亲自营运晶圆厂合作才能成立。报道还称 Terafab 已与韩国供应商以及科林研发、应用材料等设备商,以及管道工程、抛光研磨液、清洗化学品等材料供应商展开讨论;业界观察人士预期其初期月产能可在 2030 年前达到 10 万片,而马斯克的最终目标是每月 100 万片。
报道称 Terafab 是马斯克为确保特斯拉自动驾驶车辆、Optimus 人形机器人等项目获得足够芯片而推进的计划,将其芯片制造布局与他的 AI 和机器人目标联系在一起。
Elon Musk Tried To Buy Chip Plants From Intel, TSMC And Micron Before Building Terafab, But Was Snubbed And Pivoted To Partnerships To Fuel Plan For “Million Times’ Of Earth Economy
Ramish Zafar•Oct 20, 2026 at 11:54am EDT
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Elon Musk initially tried to buy manufacturing facilities from Intel, TSMC and Micron before embarking on his ambitious Terafab project, says a fresh report from the Korean media. The report, courtesy of The Elec, covers the different suppliers Terafab has been working with and adds that the speed of execution at the project has left many suppliers surprised. Through Terafab, industry observers expect an initial production of 100,000 wafers per month before 2030 before scaling up to Musk's ambitious goal of a million wafers a month.
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#Terafab#Elon Musk#Intel#TSMC#Micron#Tesla#SpaceX#Lam Research#Applied Materials#Intel 14A