「英中对照」马斯克证实即便与台积电开展商谈 特斯拉仍将保留得克萨斯州Terafab半导体制造厂控制权

Elon Musk has clarified that Tesla and SpaceX will retain control of the proposed Terafab semiconductor manufacturing facility in Texas, following speculation that TSMC could take a leading role in operating the project.埃隆·马斯克澄清，在有猜测称台积电可能在得克萨斯州拟议的Terafab半导体制造工厂运营中发挥主导作用后，特斯拉和SpaceX将保留该工厂的控制权。

Responding to suggestions that TSMC could own and operate the facility, Musk wrote on X on 7 October:针对台积电可能拥有并运营该工厂的说法，马斯克于10月7日在X上写道：

“No, we will build and run the fab. Let there be ZERO doubt about that. Maybe TSMC subleases part of the Terafab if they want, but nothing more than that.”“不，我们将建造并运营这家晶圆厂。对此不要有任何怀疑。如果台积电愿意，或许可以转租Terafab的一部分，但仅此而已。”

The comments follow Musk confirming earlier this month that discussions were taking place between his businesses and TSMC over potential involvement in Terafab.此番言论发表之前，马斯克本月早些时候证实，其旗下企业正与台积电就在Terafab的潜在参与事宜进行讨论。

The initial reports raised the possibility of TSMC providing manufacturing expertise or taking a more substantial role in running the planned facility. 最初的报道提出了台积电提供制造专长，或在运营这座规划中的工厂方面承担更重要角色的可能性。 

Musk's latest comments appear to rule out the latter, while leaving the door open to TSMC occupying part of the site.马斯克的最新言论似乎排除了后一种可能，同时为台积电使用部分场地留有空间。

$16.8bn first phase$16.8bn 一期工程

Terafab is being developed by Musk's companies to provide semiconductor capacity for their growing requirements in artificial intelligence, autonomous vehicles, robotics and space-based computing.Terafab由马斯克旗下公司开发，旨在为其在人工智能、自动驾驶汽车、机器人和天基计算领域日益增长的需求提供半导体产能。

The project was announced in March, with Tesla, SpaceX and xAI planning a facility capable of producing more than one terawatt of AI computing capacity annually once fully developed. 该项目于3月宣布，特斯拉、SpaceX和xAI计划建设一座全面建成后每年可产出超过1太瓦AI计算能力的工厂。 

The first phase of the Texas project is estimated to cost around $16.8bn, with total investment across multiple phases potentially reaching $119bn.得州项目一期估计耗资约$16.8bn，多期总投资可能达到$119bn。

SpaceX confirmed the Grimes County site last August and made a $10m payment under a tax-abatement agreement, with civil works expected to begin shortly. SpaceX去年8月确认了格里姆斯县选址，并根据一项税收减免协议支付了$10m，土建工程预计很快开工。 

The company also secured a 100% property tax abatement for its planned Terafab semiconductor facility, following a 4-1 vote by county commissioners. 在县专员以4票赞成、1票反对的结果投票后，该公司还为其规划中的Terafab半导体工厂获得了100%财产税减免 。 

The scale of the proposed facility means semiconductor manufacturing infrastructure will be a major component of the project, including the highly controlled cleanroom environments required for advanced chip production.拟建工厂的规模意味着半导体制造基础设施将是该项目的主要组成部分，包括先进芯片生产所需的高度受控的洁净室环境。

Intel remains involved英特尔仍参与其中

TSMC's potential involvement has also raised questions over the position of Intel, which joined the Terafab project in April.台积电的潜在参与也引发了对英特尔处境的疑问，英特尔于4月加入Terafab项目。

Intel is expected to contribute its 14A manufacturing process to the project and has been involved in the development of the technology, design, construction and packaging elements.英特尔预计将为该项目贡献其14A制造工艺，并参与了技术、设计、建设和封装环节的开发。

Intel Chief Executive Lip-Bu Tan confirmed this week that the company will continue working with Musk on Terafab despite the discussions with TSMC. 英特尔首席执行官Lip-Bu Tan本周证实，尽管与台积电进行了谈判，该公司仍将继续与马斯克合作推进Terafab。 

TSMC's possible involvement therefore appears to be developing alongside, rather than replacing, Intel's existing role.因此，台积电可能的参与似乎是与英特尔的现有角色并行推进，而非取代后者。

For TSMC, a sublease arrangement could provide a route into the large-scale Texas development without taking control of the wider facility.对台积电而言，转租安排可使其在不取得整个厂区控制权的情况下，参与这一得州大型开发项目。

The company is already expanding its US semiconductor manufacturing footprint, while Samsung is also developing advanced chip manufacturing capacity in Texas.该公司已在扩大其美国半导体制造布局，而三星也在得州开发先进芯片制造产能。

Terafab moves towards constructionTerafab迈向施工

Musk's decision to retain operational control means Tesla and SpaceX will take on responsibility for running a semiconductor fab, an area in which neither company has previously operated a full-scale manufacturing facility.马斯克保留运营控制权的决定意味着，特斯拉和SpaceX将承担运营一家半导体晶圆厂的责任，而两家公司此前均未在该领域运营过全规模制造工厂。

TSMC Chairman C.C. Wei has previously said that a new fab can take two to three years to construct and a further one to two years to reach full production. 台积电董事长C.C. Wei此前曾表示，一座新晶圆厂可能需要两到三年建成，还需一到两年才能实现全面量产。 

The proposed Terafab is intended to address projected demand for chips across Musk's businesses, including Tesla's Optimus humanoid robots, Cybercab vehicles and autonomous driving systems, as well as SpaceX's planned data-centre infrastructure.拟建的 Terafab 旨在满足马斯克旗下企业预计的芯片需求，包括特斯拉的 Optimus 人形机器人、Cybercab 车辆和自动驾驶系统，以及 SpaceX 规划的数据中心基础设施。

For now, however, the precise nature of TSMC's involvement remains subject to further discussions. 不过，目前台积电参与的确切性质仍有待进一步讨论。 

Musk's latest comments establish that any participation would take place within a Terafab facility built and operated by Tesla and SpaceX, rather than through TSMC taking control of the project.马斯克的最新言论明确表明，任何参与都将在由特斯拉和 SpaceX 建造并运营的 Terafab 设施内进行，而非由台积电控制该项目。