说明： 欢迎约稿、刊例合作、行业交流 ， 行业交流记得先加入 "机器 —— 正文： TeraFab都来了，Optimus V3还会远吗？ 关注T链们左侧机会，静待右侧机会！ 本周末科技界最大事件当属于马斯克的TeraFab项目。 3月22日，马斯克在X平台以直播形式官宣启动代号" TERAFAB "的超大规模芯片制造计划，覆盖逻辑芯片、存储芯片及先进封装， 由特斯拉、SpaceX与xAI三家公司联 合主导， 是迄今人类历史上规模最大的公开制造业计划， 预计成本为 200亿~250亿美元。 TeraFab项目核心目标是利用先进2nm制程技术，每年生产超过1太瓦 （TW） 的算力芯片，其中约80%用于太空，约20%用于地面。 两类芯片 具体指的是 ：一类面向终端推理（AI5/AI6），主要应用于Optimus机器人与全自动驾驶（FSD）；另一类将专为太空设计（D3等），需应对高能粒子、辐射 及极端温度。 温馨提示 ： 点击下方图片，查看运营团队最新原创报告（共260页） 人头条"知识星球 ，后添加（ 微信号：lietou100w ）微信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； 小编： 没 ...

Group 1: Space Photovoltaics and Computing - The TERAFAB project aims to establish a chip manufacturing facility with a target annual capacity of 1 terawatt (1TW), with 80% of production dedicated to space missions[9] - The demand for solar power is expected to surge due to the deployment of AI satellites and the need for high-efficiency solar systems in space[10] - The transition of space photovoltaics from auxiliary power units to essential energy infrastructure for space computing is anticipated to drive significant growth in this sector[10] Group 2: 3D Printing Advancements - The 3D printing industry is experiencing growth due to improved equipment efficiency and reduced material costs, particularly in aerospace and consumer electronics[11] - Metal 3D printing is becoming a key technology for intelligent manufacturing, with applications expanding in various fields including AI computing and aerospace[11] - The price of titanium alloy powder for 3D printing has halved from 600 yuan/kg to below 300 yuan/kg, opening new application scenarios[33] Group 3: Home Products and AI Integration - Companies like Gujia Home and Mousse are focusing on smart and functional home products, with Gujia's new product line achieving over 15,000 orders within 24 hours of launch[44] - Mousse is collaborating with Huawei to create a comprehensive sleep solution, integrating AI technology into their product offerings[49] - The home furnishings sector is witnessing a shift towards smart, functional products that address consumer pain points, enhancing market competitiveness[44]