Musk 的 Terafab 已开始向日本供应商订购设备，德州芯片厂推进中
Musk 又开了条新战线，Tesla 和 SpaceX 拉上 Intel 在德州自建芯片厂，产能目标直接对标 Rapidus。做自动驾驶、机器人还是要部署 AI 算力的人，都值得看看这条供应链变化。
据 Nikkei 报道，Elon Musk 的 Terafab 已开始向日本供应商订购芯片设备，其中一家供应商被要求在几个月内交付。目标是 2027 年年中在 Austin 做出可用测试芯片，2028 年下半年进入量产。产能规划方面，Terafab 计划从 2032 年起达到每月 100 万片晶圆，约为日本 Rapidus 工厂规划产能的 40 倍。
产能分配上，约 70 万片晶圆每月用于存储芯片，超过 30 万片用于计算芯片。项目有 Intel 参与，Tesla 和 SpaceX 在 Texas 自建芯片制造，目标是满足 Tesla 自动驾驶汽车、Optimus 机器人，以及 SpaceX 规划中的轨道 AI 数据中心对芯片的需求。
BREAKING: Elon Musk’s Terafab has already started ordering machines from Japan for its chip factory in Texas, according to Nikkei.
• One supplier was asked to deliver equipment in just a few months.
• Elon is aiming for a working test chip in Austin by mid-2027 and mass production in the second half of 2028.
• Terafab is aiming for 1,000,000 silicon wafers a month from 2032 onward. That would be 40 times the planned capacity of Japan’s Rapidus plant.
• About 700,000 wafers a month would go toward memory chips and over 300,000 toward chips that handle computing.
With Intel on board, Tesla and SpaceX are taking chipmaking into their own hands in Texas. The goal is to make the chips for Tesla’s self-driving cars and Optimus robots, and even for SpaceX’s planned AI data centers in orbit.
This report is categorized under AITOP's "Industry" desk, focusing on US frontier AI labs and Silicon Valley technology leaders. Within our cross-regional analytical framework, it directly maps to AI developer toolchains, coding agents, and engineering workflows. Key entities and technical topics under continuous tracking include Terafab, Elon Musk, Tesla, Intel.
Source attribution: curated from @cb_doge (@cb_doge).
