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"title": "台积电拟参与马斯克Terafab！英特尔股价挫逾3% 陈立武重申续合作",
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"content": "<p>SpaceX(SPCX-US)和特斯拉(TSLA-US)执行长马斯克日前证实，正与台积电(2330-TW)洽谈Terafab相关合作，此消息打击投资人对英特尔的信心。英特尔(INTC-US)执行长陈立武周三(7日)被问及此事时表示，英特尔将持续与马斯克合作推动Terafab。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6623572/l/e81ad822a0e287962168c14fa819b859.jpg\" alt=\"台积电拟参与马斯克Terafab！英特尔股价挫逾3% 陈立武重申续合作\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>Terafab是马斯克进军最先进晶片生产领域的远大计划，也是全球政商界为促进人工智慧(AI)普及，而争相投入半导体及其他零组件生产浪潮的一环。英特尔今年4月已签署协议，成为Terafab的开发合作伙伴。</p>\n\n<p>科技新闻记者高灿鸣(Tim Culpan)创办的Culpium平台上周五报导，特斯拉与SpaceX正讨论由台积电兴建并营运一座专用的晶圆厂，隔日马斯克在社群平台X上回应此消息时表示：「目前只是讨论，但可能会有进展。」</p>\n\n<p>另一则贴文形容Terafab规模将极为庞大，台积电提供的任何产能都将属于补充，马斯克也回复认同。</p>\n\n<p>尽管马斯克证实讨论，但合作尚未定案，此消息仍带动台积电ADR周一创下历史新高，近期火热的英特尔股价则收低2.6%。</p>\n\n<p>陈立武周三在东京出席一场纪念在日本营运50周年的活动，他在前接受彭博采访时表示英特尔将持续参与Terafab计划。</p>\n\n<p>投资人原本期待英特尔能独家拥有Terafab的合作资格，双方合作的消息曾帮助英特尔4月股价飙涨114%。英特尔周二续跌，收低3.2%至每股112.50美元。</p>\n\n<p>巴隆周刊(Barron’s)指出，这则消息看似对英特尔不利，但打击可能没有表现看起来严重，原因在于英特尔本身还拥有许多与「马斯克宇宙」无关的强劲投资题材。例如，英特尔与Alphabet(GOOGL-US)拥有多年合作关系，去年也获得辉达(Nvidia)(NVDA-US)50亿美元投资，双方并达成共同开发客制化处理器的协议。</p>\n\n<p>也有分析师则认为，台积电与英特尔可能分别承接这项大型计划的部分工作，而不是台积电取代英特尔的局面。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/AI/article-1831.html\" title=\"光宝科前进2026 SNEC PV+ 聚焦光耦合先进隔离关键技术\">光宝科前进2026 SNEC PV+ 聚焦光耦合先进隔离关键技术</a></li>\n <li><a href=\"/new/AI/article-18202.html\" title=\"苹果涨完换三星！记忆体荒推升Galaxy S26售价\">苹果涨完换三星！记忆体荒推升Galaxy S26售价</a></li>\n <li><a href=\"/new/AI/article-7071.html\" title=\"DeepSeek 估值推算约518亿美元！首轮募资身价首度曝光\">DeepSeek 估值推算约518亿美元！首轮募资身价首度曝光</a></li>\n <li><a href=\"/new/AI/article-5274.html\" title=\"DeepSeek 生态补强 开源AI程式助手Deep Code上线\">DeepSeek 生态补强 开源AI程式助手Deep Code上线</a></li>\n <li><a href=\"/new/AI/article-17016.html\" title=\"马斯克联手辉达押注轨道AI！100万颗卫星上限已申请 太空机房要比星链大百倍\">马斯克联手辉达押注轨道AI！100万颗卫星上限已申请 太空机房要比星链大百倍</a></li>\n <li><a href=\"/new/AI/article-11019.html\" title=\"AI巨头狂吸金！Anthropic独揽650亿美元 助攻Q2全球创投写历史次高\">AI巨头狂吸金！Anthropic独揽650亿美元 助攻Q2全球创投写历史次高</a></li>\n </ul>\n</div>",
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