Sou Hu Cai Jing·2025-11-07 09:42Core Insights - Tesla CEO Elon Musk announced the potential construction of a factory capable of producing 1 million wafers per month for AI chip manufacturing, indicating possible collaboration with Intel [1][3] - Following Musk's comments, Intel's stock rose by 4% in after-hours trading on November 6 [3] - Tesla shareholders approved a $1 trillion compensation plan for Musk over the next decade, which he expressed excitement about [3] Company Developments - Tesla is currently designing its fifth-generation AI chip, which aims to support its autonomous driving ambitions, with production of a limited quantity expected in 2026 and mass production anticipated by 2027 [3] - The fifth-generation AI chip is designed to be cost-effective and energy-efficient, with power consumption only one-third that of Nvidia's Blackwell chip and manufacturing costs one-tenth [3] - Musk stated that the sixth-generation AI chip is expected to begin mass production in mid-2028, with performance approximately double that of its predecessor [3] Industry Context - Intel, while having its own chip manufacturing facilities, is lagging behind Nvidia in the AI chip race and is seeking external customers for its latest manufacturing technology [3] - Musk reiterated that Tesla will also collaborate with TSMC and Samsung for chip production [3] - The potential establishment of a dedicated Tesla factory for chip production highlights the company's commitment to vertical integration in the semiconductor space [3]