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安徽丫丫
$TSLAB $NVDA $SAMSUNGEM
特斯拉、英伟达砸28亿美元押注三星电机，这事比表面硬核！
特斯拉出1.1万亿韩元、英伟达出2.6万亿韩元，共建FC-BGA基板产线，2029年起供货5年。
别只当是“大厂抱团”。FC-BGA是芯片封装的命门，日本揖斐电一家占七成产能，英伟达被卡脖子怕了！
特斯拉要的不只是自动驾驶芯片基板，还有Optimus人形机器人的算力底座。三星电机借这单“备胎”转正。
一句话来说就是：AI基建的瓶颈不在GPU本身，而是承载GPU那块板。谁能控板，谁就控了下一轮算力的阀门！
#特斯拉英伟达将投资三星电机
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