Sou Hu Cai Jing·2025-11-08 01:28Core Viewpoint - Tesla's CEO Elon Musk announced the potential need for a "giant chip factory" to meet the demands of artificial intelligence and robotics technology during the annual shareholder meeting, emphasizing the importance of high-performance chips for future growth [2][4]. Group 1: Tesla's Strategic Plans - Tesla's shareholders approved a $1 trillion compensation plan for Musk over the next decade, supporting his vision of transforming Tesla into a leader in AI and robotics [2]. - The company is currently designing its fifth-generation AI chip, AI5, with production planned to be handled by TSMC and Samsung, with limited production expected in 2026 and mass production in 2027 [2][3]. - Musk indicated that the AI6 chip, which will be produced in collaboration with Samsung, is expected to be used in Tesla's next-generation Full Self-Driving (FSD) systems and data centers [3]. Group 2: Chip Production Challenges - Musk expressed concerns that the current production capacity from TSMC and Samsung is insufficient, suggesting the need for Tesla to build its own "Tesla Terafab" to achieve the required chip output [4]. - The proposed factory could produce at least 100,000 wafers per month, with a long-term goal of reaching 1 million wafers per month [4]. - The AI6 chip is expected to be cost-effective and energy-efficient, with power consumption potentially one-third that of NVIDIA's flagship Blackwell chip and manufacturing costs at only 10% [4]. Group 3: Potential Collaboration with Intel - Musk mentioned the possibility of collaborating with Intel, which has its own advanced manufacturing capabilities but is currently lagging behind competitors like NVIDIA in the AI chip race [6]. - Intel has received significant investments from the U.S. government and SoftBank, and is actively working on its latest Intel 18A process technology [7]. - A partnership where Tesla funds the construction of a chip factory while Intel provides technical expertise could be a viable model for both companies [7]. Group 4: Market Reaction - Following Musk's announcement regarding potential collaboration with Intel, Intel's stock price rose by 4% in after-hours trading [8].