特斯拉：Terafab 工厂官宣，及对 2026 年第一季度交付量的看法

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 24 March 2026 | 8:12PM EDT Equity Research Tesla Inc. (TSLA): Terafab announcement, and views on 1Q26 deliveries On 3/21, Elon Musk gave a presentation on the Terafab project, which is a joint effort across Tesla, SpaceX, and xAI, and with a goal of having 1 TW of output over time in order to meet future chip demand. Per the presentation, Terafab will include memory, logic, lithography mask making, test, and packaging capabilities. The majority of the output would be for space-r ...