马斯克要建晶圆厂 黄仁勋泼冷水：很难赶上台积电水平

Core Insights - Elon Musk plans to build a massive chip factory to support Tesla's ambitions in custom chips, aiming for a monthly production capacity of up to 1 million chips [1] - Musk's announcement follows the approval of a $1 trillion compensation package, indicating a bold vision for Tesla's future [3] - Nvidia's CEO Jensen Huang expressed skepticism about Musk's ability to reach TSMC's level of chip manufacturing, highlighting the complexity and expertise required in advanced chip production [3][5] Group 1 - Musk's proposed "Terafab" wafer factory is driven by Tesla's need for significant chip capacity to support its vehicles and humanoid robots, as existing manufacturers like TSMC and Intel may not meet future demands [5] - The construction of the Terafab facility could cost "hundreds of billions," reflecting the scale of investment required for such an ambitious project [5] - The potential for Tesla's chip factory creates opportunities for companies like Samsung and Intel to expand their high-end chip businesses [5] Group 2 - Huang emphasized that chip manufacturing expertise is not easily acquired, as even established companies like Intel are struggling in this area [5] - Musk's track record of achieving seemingly "impossible" goals adds an element of intrigue to the feasibility of the Terafab project [5]