财联社·2025-11-18 06:28Core Viewpoint - Tesla's CEO Elon Musk expresses dissatisfaction with the current chip supply arrangements with TSMC and Samsung, indicating that the demand for AI chips will significantly increase, potentially requiring 100 to 200 billion chips annually [3][4]. Group 1: Chip Supply and Production - Tesla has confirmed that its AI6 chips will be produced at both Samsung's factory in Texas and TSMC's facility in Arizona, with Musk noting that Samsung's technology currently appears superior [5]. - Musk emphasizes that while TSMC and Samsung may consider their production speed adequate, it is a limiting factor for Tesla, which seeks to scale production rapidly [6]. - The construction of a large-scale chip factory may be the only solution for Tesla to meet its AI chip supply needs for its Optimus robots and autonomous vehicles [6]. Group 2: Challenges and Recommendations - Analysts challenge Musk's idea of building a chip factory, citing issues such as a shortage of skilled workers and manufacturing technology licensing problems [6]. - There are ongoing bottlenecks in the supply chain, including delays in equipment delivery and shortages of substrates and other materials, which could hinder the establishment of a new factory [6]. - It is suggested that Tesla should consider agreements with chip foundries to co-invest in capacity expansion in exchange for priority in chip production, as TSMC and Samsung have been flexible in their collaborations [7].