Sou Hu Cai Jing·2025-11-07 14:21Core Insights - NVIDIA CEO Jensen Huang responded to Elon Musk's plan for a giant chip factory, stating that achieving TSMC's manufacturing level is nearly impossible [1] - Musk revealed Tesla's intention to build a massive chip factory to support custom chip projects like AI5, aiming for a production capacity of up to one million chips per month [1] - Huang emphasized that building an advanced chip factory is extremely challenging, involving engineering techniques, scientific methods, and craftsmanship that are difficult to replicate [1] Company and Industry Summary - Huang noted that chip manufacturing is not a skill that can be acquired overnight, and even companies like Intel face challenges despite years of effort [1] - Musk's interest in establishing Tesla's own chip manufacturing, dubbed "TeraFab," is driven by the insufficient capacity of TSMC, Samsung, and possibly Intel to meet Tesla's custom chip demands, with potential investments reaching hundreds of billions of dollars [1] - Huang is expected to meet with TSMC executives to discuss supply chain conditions, as TSMC has become a core partner for NVIDIA's AI business and is its sole semiconductor supplier [1]