马斯克：特斯拉 AI 芯片将实行年更，年产量目标超行业其他总和

Core Insights - Tesla has established a strong AI chip and circuit board engineering team, successfully designing and deploying millions of AI chips for its smart vehicles and data centers, which solidifies its technological leadership in real-world AI [1] - Tesla has officially entered an annual AI chip iteration cycle, planning to launch a new generation AI platform approximately every 12 months, with a production target of up to 200 billion AI chips annually to support its expanding FSD fleet and future projects like Optimus robots and Cybercab autonomous taxis [2] Production Strategy - To overcome chip supply bottlenecks, Tesla is implementing a dual strategy of "self-built + diversified procurement," which includes advancing the construction of TeraFab-level wafer fabs to meet its anticipated semiconductor demand [2] - Tesla has integrated partnerships with TSMC and Samsung for the production of AI5 and next-generation AI6 chips, while also planning to include Intel's foundry services in its supply chain [2] - Despite the essential support from top chip manufacturers, Tesla recognizes that their capacity alone cannot fully meet its growth needs, making the establishment of its own wafer fabs a logical necessity [2]