以下文章来源于面包板社区 ，作者luffy 自建晶圆厂将有助于： 面包板社区 . EET电子工程专辑官方社区！ 全球首富、特斯拉CEO埃隆·马斯克再次抛出颠覆行业的重磅计划。当地时间3月15日，马斯克通 过X平台正式宣布，特斯拉筹备已久的 TeraFab 万亿级芯片工厂项目将在7天后（2026年3月22 日）正式启动。 这座被马斯克寄予厚望的晶圆厂，目标极为宏大。根据公开信息，TeraFab工厂年产量预计达到 1000亿至2000亿颗芯片 ，初始产能为 10万片晶圆/月 ，最终可扩展至 100万片/月 。这一规模 将远超目前台积电、英特尔等主流工厂的产能水平，若成功实现，特斯拉将跻身全球最大晶圆厂之 列。 芯片工厂TeraFab的规模远超传统晶圆厂，将把 逻辑AI芯片、内存和 先进封装 全部集成在同一个 设施里生产，实现先进芯片制造全流程集成。 初衷：应对AI算力需求，摆脱外部依赖 马斯克自建晶圆厂的核心原因只有一个： 特斯拉正面临严重的芯片供应瓶颈 。 随着人工智能热潮持续升温，全球半导体需求持续高涨，特斯拉深受供应链制约。随着自动驾驶技 术的推进，公司对AI芯片的需求急剧增长。马斯克此前曾坦言，特斯拉每年 ...

Core Insights - Nvidia's CEO Jensen Huang unveiled significant advancements in AI technology at the GTC conference, including a native AI 6G network platform, a Robotaxi fleet based on Nvidia's autonomous driving platform, and the next-generation AI GPU architecture, Rubin, which shows substantial performance improvements over Blackwell [1][3][4] - Following these announcements, Nvidia's stock surged over 6%, closing at $201, with a market capitalization reaching $4.9 trillion, just shy of the $5 trillion milestone [1] - Huang projected that Nvidia's data center business revenue would exceed $500 billion over the next five quarters, driven by the Blackwell and Rubin architectures, significantly surpassing Wall Street's expectations [3][6] Nvidia's AI Strategy - Nvidia is transitioning from a chip design company to a comprehensive AI technology platform, which includes a full-stack infrastructure and an operational ecosystem for AI [3][4] - The company aims to be the strongest foundation for AI, with a focus on high-performance, low-energy AI GPU architectures, and plans to release the Rubin Ultra architecture by late 2027 [5][9] Market Reactions and Predictions - Goldman Sachs reported that Nvidia's projected $500 billion revenue is significantly higher than market consensus, indicating a renewed investor enthusiasm for AI-related investments [3][12] - Major financial institutions, including HSBC, have raised their target price for Nvidia's stock to $320, suggesting a bullish outlook that could see Nvidia's market cap surpass $7 trillion [4][11] AI Infrastructure and Collaborations - Nvidia is investing heavily in AI infrastructure, including a $1 billion stake in Nokia to develop AI-native 6G networks and partnerships with companies like Uber and Eli Lilly to enhance AI applications in various sectors [10][11] - The company is also focusing on the development of advanced AI computing systems, with the Rubin architecture expected to deliver significant performance improvements over previous models [9][10] Long-term AI Market Outlook - The demand for AI computing power is expected to continue growing, driven by substantial investments from both the government and tech giants in AI infrastructure [12][14] - Analysts predict that the current AI investment wave could reach $2 trillion to $3 trillion, indicating a robust long-term growth trajectory for companies like Nvidia and its peers in the AI computing space [14][15]

⑧【台积电将生产基于MicroLED的光通信互连产品】台积电周一宣布，将与美国初创公司Avicena合 作，生产基于MicroLED的互连产品。该技术用光通信替代电连接，以低成本、高能效的方式满足越来 越多的GPU之间的高通信需求。 ④【瑞银看多英镑兑美元目标价至1.38】瑞银集团外汇策略团队最新报告指出，英镑上行空间尚未完全 释放，建议投资者把握回调买入机会。该机构明确将1.3390设定为关键加仓点位，并上调英镑兑美元目 标价至1.38，较当前价位仍有超2%的潜在涨幅。瑞银分析指出，当前美元走势与美债收益率出现罕见 背离：尽管10年期美债收益率持续攀升，但美元指数却逆势下跌。 ⑤【美联储卡什卡里呼吁维持利率稳定，等待关税影响明确】美国明尼阿波利斯联邦储备银行主席尼 尔・卡什卡里周二呼吁维持利率稳定，直至关税对通胀的影响更加明确，并警告不要忽视此类供应端价 格冲击的影响。 ⑥【美银：抄底美债的机会来了】美银首席投资官Hartnett在最新报告中表示，30年期美债收益率突破 5%，已构筑起一个颇具吸引力的买入窗口，尽管这在当前市场情绪下可能是最不受欢迎的交易之一。 根据美银的数据，美国10年期国债的滚动回报率已 ...