华尔街见闻 . 华尔街见闻App是中国领先的金融信息和商业资讯提供商，为用户甄选国内和全球重要资讯，7*24小时全年不间断。 马斯克宣布启动代号TERAFAB的超大规模芯片制造计划，年产能目标定为1太瓦（TW）算力芯片——约为当前全球芯片年产能的50倍，其中约 80%产能将直接服务于太空任务。 该项目由特斯拉、SpaceX与xAI三家公司联合主导，选址德克萨斯州奥斯汀，是迄今人类历史上规模最大的公开制造业计划。 以下文章来源于华尔街见闻 ，作者许超 3月21日，马斯克在奥斯汀市中心举行发布会，德克萨斯州州长Greg Abbott出席现场。马斯克表示，全球当前芯片年产能约20吉瓦（GW），仅 为其目标需求的约2%；现有供应商——包括台积电与美光科技——已无法满足特斯拉在机器人、自动驾驶与AI领域的需求增速。 "要么建TERAFAB，要么就没有芯片，"马斯克说。他计划率先在奥斯汀Giga Texas厂区附近建设一座先进工厂，将逻辑芯片、内存芯片与先进 封装整合于同一设施，并配备光刻掩膜版制造设备，形成设计、生产、测试的全链路闭环。 TERAFAB是特斯拉、SpaceX与xAI三家公司首次以联合主体形式宣布的统一战 ...

Core Insights - Tesla's revenue rebounded in Q3 after a decline in both revenue and net profit in Q2, with Q3 revenue reaching $28.1 billion, a 12% year-over-year increase, and free cash flow hitting $4 billion, setting records for both metrics [1][3] Revenue Growth - The growth in revenue is attributed to contributions from the electric vehicle and energy storage segments, with Q3 production reaching 447,000 vehicles and deliveries at 497,000, marking a 7.4% year-over-year increase and a new delivery record [3] - In September, the Shanghai Gigafactory delivered over 90,000 vehicles, with sales in the Chinese market exceeding 71,000 units, reflecting a 25% month-over-month increase [3] Profitability and Costs - Despite revenue growth, Tesla's non-GAAP net profit for Q3 was $1.77 billion, a 29% year-over-year decline, with a gross margin of 18%, up from 17.2% in Q2 [4] - The decline in profit is attributed to increased operating expenses related to sales, general administrative costs, and investments in AI and R&D, as well as rising stock-based compensation [4] Strategic Focus - Tesla is shifting focus towards autonomous driving and robotics, with CEO Elon Musk highlighting a pivotal moment for the company's strategy as it integrates AI into real-world applications [4] - The company has launched the Robotaxi service in Austin, Texas, and plans to expand operations to Nevada, Florida, and Arizona by the end of the year, with Robotaxi accumulating over 250,000 miles in Austin and over 1 million miles in the Bay Area [5] Future Developments - Tesla is accelerating its robotics business, with plans to install a humanoid robot production line expected to start by the end of next year, aiming for an annual production capacity of 1 million units [5][6] - The third-generation humanoid robot is set to be unveiled in Q1 of next year, with claims of achieving five times the work efficiency of humans [6]