在三心老师建仓INTC@ 20 附近时， 我也有一个小仓位。 但是一直对新CEO上任后要改变 INTEL旧有文化的难度，加上INTC高端技术人才的流失，有担心， 我后来全部卖了。
昨天听Elon在SHARE HOLDERS AGM的问答， 我在考虑重建INTC仓位。 Elon是很喜欢自己干的人，TESLA有人才+资金，有自己的独特需求和市场， INTC有哪些价值和优势，值得ELON与INTC合作？（画饼除外）
故事背景如下， 分享出来， 期待听听大家的看法：
Elon Musk mentioned the possibility of working with Intel. During Tesla's Annual General Meeting on November 6, 2025, he discussed the company's ambitious plans for a massive in-house semiconductor fabrication plant (which he called a "gigantic chip fab" or "Tesla terafab") to produce next-generation AI chips for autonomous driving and robotics. He specifically noted that Tesla's current suppliers like TSMC and Samsung won't meet demand, and floated Intel as a potential partner, saying: "You know, maybe we'll, we'll do something with Intel... it's probably worth having discussions with Intel." This sparked a nearly 4% jump in Intel's stock in after-hours trading.
Musk emphasized the urgency, adding: "I think we're probably going to have to build a gigantic chip fab. It's got to be done." The new facility would aim for at least 100,000 wafer starts per month to support high-volume production of Tesla's AI5 chip starting in 2027 (with limited samples in 2026) and the more advanced AI6 by mid-2028. These chips are designed to be far more efficient than competitors like Nvidia's, using about a third of the power while costing just 10% as much to produce.
This aligns with Tesla's broader push into AI hardware, but no formal deal with Intel has been announced yet.
