从700TOPS缩水至500TOPS，英伟达THOR芯片倒逼国产新势力搞自研？
还记得2022年，从T产新英伟达黄仁勋对外宣布的缩水至势力那颗“算力怪兽”THOR芯片吗？
它拥有2000TOPS算力，单颗芯片集成六大域控制功能，英伟研海外音乐解锁预计2024年量产。片倒发布的逼国一瞬间，就被各家车企的搞自智驾部门盯上，订单拿到手软。从T产新
但是缩水至势力，三年后的英伟研今天，残酷现实摆在面前：援引自36氪的片倒消息，这款芯片量产时间三度跳票至2025年中，逼国海外音乐解锁性能从2000TOPS缩水至不足500TOPS，搞自当初排队签约的从T产新车企们，正陷入集体战略困境。缩水至势力
采用Blackwell架构的英伟研THOR，在台积电4nm产线上遭遇裸晶连接设计缺陷，导致良率低迷与散热效率低下两大顽疾。更棘手的是，由于美国对华半导体出口禁令的限制，英伟达不得不主动阉割性能，算力被进一步阉割。
一位新势力产品负责人的抱怨颇具代表性：“THOR到现在还没确定量产时间，2026年能见到就不错了”。这种技术信任危机，正在动摇英伟达与中国车企长期合作的根基。
不过，中国车企已经走上了自研这条路。小鹏汽车最为典型——其2025年战略车型原计划搭载THOR，如今被迫搁置计划，紧急加速自研“图灵”芯片量产，已经在G7车型量产装车。蔚来与理想同样启动“B计划”。蔚来旗舰ET9已搭载自研神玑NX9031芯片，两颗自研芯片性能超越四颗Orin-X；理想则秘密研发“舒马赫”芯片。
这么搞下去，车企对英伟达的信任越来越低，而对自研芯片的热情高涨，以后大概率就要抛弃供应商，走纯粹的自研这条路了。
不过也好，辅助驾驶芯片领域，英伟达一家独大的情况，确实需要改变了。
(责任编辑：探索)
- ·英特尔计划将散热器直接封装进芯片；既经济又高效
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- ·这是小米17 Plus？REDMI K90 Pro Max相机与屏幕配置曝光
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\u58f0\u660e\uff1a<\/p>\n
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,addtime:1790527367,cid:141}
- ·铠侠推出UFS 4.1闪存：最高1TB，BiCS8芯片打造
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\u58f0\u660e\uff1a<\/p>\n
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,addtime:1790527367,cid:141}
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\u58f0\u660e\uff1a<\/p>\n
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,addtime:1790527367,cid:141}
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\u58f0\u660e\uff1a<\/p>\n
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,addtime:1790527367,cid:141}
- ·曝韩国两大存储厂将存储产能转移至DRAM：买SSD更难了
- ·{id:95,title:\u53ef\u6301\u7eed\u5305\u88c5\u521b\u65b0\u6210\u4e3a\u5e02\u573a\u7126\u70b9,content:
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\u58f0\u660e\uff1a<\/p>\n
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,addtime:1790527367,cid:141}
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\u58f0\u660e\uff1a<\/p>\n
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,addtime:1790527367,cid:141}
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\u58f0\u660e\uff1a<\/p>\n
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,addtime:1790527367,cid:141}
- ·降价10%，减配=增配？廉价版Model Y部分配置明细出炉！
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