# 马斯克谈Terafab：美国急需AI芯片制造

- 来源：DogeDesigner (@cb_doge)
- 发布时间：2026-06-05 10:09
- AIHOT 分数：61
- AIHOT 链接：https://aihot.virxact.com/items/cmq0bc7gg04mmsltrtn6keilv
- 原文链接：https://x.com/cb_doge/status/2062718370517274961

## AI 摘要

马斯克在JPMorgan直播中表示，美国目前没有任何一条高产量计算机内存晶圆厂（zero），美光正在建设一座但预计2028年才量产，纽约的项目要到2029-2030年。他指出，即便以最乐观预期，现有存储和逻辑芯片制造产能也远无法满足AI对内存、逻辑、封装及AI计算机的需求。美光股价已涨至约1.2万亿，但芯片短缺仍严峻，因此Terafab项目势在必行，否则芯片供应将严重不足。

## 正文

Elon Musk on Terafab：

"It's worth noting that there's not a single high volume computer memory fab in America right now， zero. There's one being built by Micron， but that will not reach volume production until I believe 2028 and there's something built in New York， but they are in， I think， 2029 and 2030， and this is a tiny fraction of the memory that's needed， and in fact， even if you take the best case assumptions of the memory makers and the logic makers， it is not enough to meet the demand that is anticipated， which is why you're seeing stocks of like Micron go to， I think， 1.2 trillion， or some quite high number， so there's just clearly a need for AI logic memory and packaging， AI computers， essentially， that is far beyond what even the best case assumptions of the existing fabricators can do， and that's why we need to do the Terafab. It seems essential， otherwise we will not， there will not be enough chips."

### 引用推文

> J.P. Morgan：Live from our global headquarters: Jamie Dimon and Elon Musk discuss SpaceX and more. https://x.com/i/broadcasts/1NGarrMYjBvJj