又炸了，马圣还要去火_老虎社区_美港股上老虎 - 老虎社区

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畜牧教主马斯克
02-20

又炸了，马圣还要去火星去月球还要做无人驾驶呢，一个没实现就是[开心]

炸了！马斯克要开建超级晶圆厂

当地时间 2 月 17 日，马斯克在社交平台亲自转发特斯拉韩国半导体人才招聘公告，配上韩国国旗表情，公开喊话：只要你从事芯片设计、制造、AI 软件相关工作，欢迎加入特斯拉。为此，特斯拉计划建设属于自己的 TeraFab 万亿级晶圆厂，覆盖超大规模逻辑电路、存储器、封装等全产业链环节。特斯拉 “重实战、轻学历” 的招聘标准，正是精准收割这一核心人才资源，为未来自建万亿级晶圆厂储备关键工艺与制造人才。

炸了！马斯克要开建超级晶圆厂

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软件相关工作，欢迎加入特斯拉。图源：环球市场播报这并非一次普通招聘，而是特斯拉在自研 AI 芯片与自主算力战略上，落下的关键一子。在此之前，特斯拉韩国已正式放出 AI 芯片设计工程师岗位，招募成员加入可量产的一流 AI 芯片研发团队。更特别的是，此次招聘不唯学历、不重履历，核心评估标准只有一项：候选人曾解决的三项最具挑战性技术难题。一切动作，都与马斯克不久前的重磅表态紧密呼应。在上月的财报会议上，马斯克直言，未来三到四年，特斯拉将面临严峻的算力产能瓶颈，仅依靠台积电、三星等现有供应商，已无法满足需求。为此，特斯拉计划建设属于自己的 TeraFab 万亿级晶圆厂，覆盖超大规模逻辑电路、存储器、封装等全产业链环节。而选择在韩国大举招兵买马，正是特斯拉推进这一战略的精准落子。首先，是深度绑定核心供应链，锁定先进工艺产能。特斯拉早已与三星签署价值高达 165 亿美元、长达至 2033 年的长期代工协议，为至关重要的 AI5、AI6 芯片保驾护航。其中 AI5 芯片被视为特斯拉 “生存攸关” 的项目，将采用三星 3nm GAA 工艺。在韩国设立研发团队，意味着工程师可以直接进驻三星华城、平泽晶圆厂，实现驻厂研发，把设计与制造之间的反馈周期压缩到极致，将原本行业 12—18 个月的芯片设计周期，激进压缩至 9 个月，确保 AI5 芯片在 2026 年底实现小批量量产。其次，是抢占 HBM 高带宽内存技术高地。特斯拉 FSD 全自动驾驶依赖海量数据训练与无监督学习，对算力和内存带宽提出极高要求，而韩国正是由三星、SK 海力士主导的全球 HBM 核心区域。在韩国布局团队，能够直接与存储巨头开展芯片 — 内存协同设计，优化接口效率、提升整体能效，从底层补齐算力短板。与此同时，特斯拉还采用了业内罕见的 “双代工” 策略，同一颗芯片同时交由三星与台积电生产。韩国团队专门负责适配三星工艺，既能降低对单一供应商的依赖，分散供应链风险，又能在两大代工厂之间形成良性竞争，提升议价能力与技术迭代速度。韩国本身也拥有全球最成熟的半导体人才生态。在三星、SK 海力士的带动下，当地形成覆盖芯片设计、先进制造、封装测试、HBM、工艺优化的全链条人才库，尤其在大规模量产、良率提升、工程落地等实战能力上优势明显。特斯拉 “重实战、轻学历” 的招聘标准，正是精准收割这一核心人才资源，为未来自建万亿级晶圆厂储备关键工艺与制造人才。从更长远的战略安全来看，韩国在技术转移、IP 保护上具备更高稳定性，有助于特斯拉实现核心算力自主可控，规避潜在地缘风险。一场看似简单的海外招聘，背后是一整套环环相扣的产业布局。特斯拉在韩国招芯片人才，本质上是：绑定三星先进工艺、抢占 HBM 核心资源、收割顶尖量产人才、加速 AI 芯片落地，最终支撑 FSD 全自动驾驶、Optimus 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