月产能100万片，马斯克要建超级晶圆厂

Core Insights - Tesla may need to build a "massive chip factory" to meet the demands of its artificial intelligence and robotics technologies [1] - Shareholders approved a $1 trillion compensation plan for the next decade, supporting Musk's vision of transforming Tesla into an AI and robotics giant [1] - Musk stated that AI and robotics could potentially increase the global economy by 10 to 100 times, necessitating a large supply of high-performance chips [1] Chip Production Plans - Tesla is currently designing its fifth-generation AI chip, AI5, which will drive its autonomous driving technology, with production planned to be handled by TSMC and Samsung [1] - Initial production of the AI5 chip is expected next year, with mass production anticipated by 2027 [1] - Tesla signed a semiconductor foundry contract worth 22 trillion Korean won (approximately 107.6 billion RMB) with Samsung in July, focusing on the production of the AI6 chip for Tesla's next-generation Full Self-Driving (FSD) system, robotics, and data centers [1] Future Manufacturing Capacity - Musk indicated that even the best production capacity from suppliers may not meet demand, suggesting the need for a Tesla Terafab, a larger facility than the Gigafab [1] - The proposed chip factory is expected to produce at least 100,000 wafers per month, with plans to scale up to 1 million wafers [2] - There is potential for collaboration with Intel in the operation of this new wafer factory [2]