# 马斯克谈 Terafab：美国内存制造严重不足

- 来源：DogeDesigner (@cb_doge)
- 发布时间：2026-08-06 23:54
- AIHOT 分数：46
- AIHOT 链接：https://aihot.virxact.com/items/cmshpqq1p0njmronk2qqikv92
- 原文链接：https://x.com/cb_doge/status/2085394178721054769

## AI 摘要

马斯克指出，美国目前没有一座高产量计算机内存晶圆厂，Micron 在建工厂预计 2028 年才量产，纽约项目则要到 2029-2030 年。他强调，即使按最乐观假设，现有内存和逻辑制造商也无法满足 AI 需求，因此必须建设 Terafab，否则芯片将供不应求。

## 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."