炸了！马斯克要开建超级晶圆厂

半导体数据02-19

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。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...

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精彩评论

yuyanx
02-20
yuyanx
这🫓先吃为敬🍺
畜牧教主马斯克
02-20
畜牧教主马斯克
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]

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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 机器人与未来出行生态的底层算力革命。这一步落下，特斯拉在芯片自主化的道路上，又向前迈出了一大步。*声明：文中所引用信息均来自公开资料，我方转载仅为分享与讨论，不代表我方赞成或认同，如有异议，请联系后台。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":534555832395296,"gmtCreate":1771527748900,"gmtModify":1771527751383,"author":{"id":"4096258624810250","authorId":"4096258624810250","name":"yuyanx","avatar":"https://static.tigerbbs.com/887f7a9dbeca6477e40873c169cc4c5e","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"4096258624810250","idStr":"4096258624810250"},"htmlText":"这🫓先吃为敬🍺","listText":"这🫓先吃为敬🍺","text":"这🫓先吃为敬🍺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534555832395296","repostId":2612285040,"repostType":2,"repost":{"id":"2612285040","kind":"news","pubTimestamp":1771513659,"share":"https://www.laohu8.com/m/news/2612285040?lang=zh_CN&edition=full","pubTime":"2026-02-19 23:07","market":"us","language":"zh","title":"炸了！马斯克要开建超级晶圆厂","url":"https://stock-news.laohu8.com/highlight/detail?id=2612285040","media":"半导体数据","summary":"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。","content":"<html><body><article><p>当地时间 2 月 17 日，马斯克在社交平台亲自转发<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>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。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/giaHouCicD4RDR6Kldfxa6VE7QyqH9DtGxm8aaBLGFSjibiaXPXh57lVZBMxGAtJicDrIpDZK3gQzXV6X2ngnC05jk0ibR1YWYGZGCaegyu5lcicjU/640?wx_fmt=png&amp;from=appmsg\"/><p>图源：环球市场播报</p><p>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。</p><p>一切动作，都与马斯克不久前的重磅表态紧密呼应。</p><p>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<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>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。</p><p>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。</p><p>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。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260219231854432v16356w9odr0ex6\"/><p>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<a href=\"https://laohu8.com/S/603138\">海量数据</a>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。</p><p>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。</p><p>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。</p><p>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。</p><p>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。</p><p>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 机器人与未来出行生态的底层算力革命。</p><p>这一步落下，特斯拉在芯片自主化的道路上，又向前迈出了一大步。</p><p>*声明：文中所引用信息均来自公开资料，我方转载仅为分享与讨论，不代表我方赞成或认同，如有异议，请联系后台。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260219231902789v163we0m08j0xbz\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>炸了！马斯克要开建超级晶圆厂</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n炸了！马斯克要开建超级晶圆厂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-19 23:07 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260219231904a4b3b20c&s=b><strong>半导体数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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。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...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260219231904a4b3b20c&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4555":"新能源车","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU0823411888.USD":"法巴消费创新基金 Cap","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4550":"红杉资本持仓","BK4588":"碎股","LU2462157665.USD":"ALLIANZ GLOBAL 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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 机器人与未来出行生态的底层算力革命。这一步落下，特斯拉在芯片自主化的道路上，又向前迈出了一大步。*声明：文中所引用信息均来自公开资料，我方转载仅为分享与讨论，不代表我方赞成或认同，如有异议，请联系后台。","news_type":1,"symbols_score_info":{"TSLS":0.6,"UFO":0.6,"TLA":0.6,"TSLL":0.6,"TSLA":1.97,"TSLR":0.6,"TSLQ":0.6,"TSLW":0.6,"TEST":0.6,"CRSH":0.6,"TESL":0.6,"TSLG":0.6,"TSYY":0.6,"TSLY":0.6,"TSLO":0.6,"TSII":0.6,"TSLT":0.6,"TSLZ":0.6,"TSDD":0.6,"07766":0.6,"TSLP":0.6,"TSL":0.6,"TSLI":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":534524018120312,"gmtCreate":1771518114393,"gmtModify":1771518117259,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","vip":1,"hat":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"htmlText":"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]&nbsp;&nbsp;","listText":"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]&nbsp;&nbsp;","text":"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]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/534524018120312","repostId":2612285040,"repostType":2,"repost":{"id":"2612285040","kind":"news","pubTimestamp":1771513659,"share":"https://www.laohu8.com/m/news/2612285040?lang=zh_CN&edition=full","pubTime":"2026-02-19 23:07","market":"us","language":"zh","title":"炸了！马斯克要开建超级晶圆厂","url":"https://stock-news.laohu8.com/highlight/detail?id=2612285040","media":"半导体数据","summary":"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。","content":"<html><body><article><p>当地时间 2 月 17 日，马斯克在社交平台亲自转发<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>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。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/giaHouCicD4RDR6Kldfxa6VE7QyqH9DtGxm8aaBLGFSjibiaXPXh57lVZBMxGAtJicDrIpDZK3gQzXV6X2ngnC05jk0ibR1YWYGZGCaegyu5lcicjU/640?wx_fmt=png&amp;from=appmsg\"/><p>图源：环球市场播报</p><p>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。</p><p>一切动作，都与马斯克不久前的重磅表态紧密呼应。</p><p>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<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>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。</p><p>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。</p><p>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。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260219231854432v16356w9odr0ex6\"/><p>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<a href=\"https://laohu8.com/S/603138\">海量数据</a>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。</p><p>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。</p><p>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。</p><p>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。</p><p>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。</p><p>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 机器人与未来出行生态的底层算力革命。</p><p>这一步落下，特斯拉在芯片自主化的道路上，又向前迈出了一大步。</p><p>*声明：文中所引用信息均来自公开资料，我方转载仅为分享与讨论，不代表我方赞成或认同，如有异议，请联系后台。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260219231902789v163we0m08j0xbz\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>炸了！马斯克要开建超级晶圆厂</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n炸了！马斯克要开建超级晶圆厂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-19 23:07 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260219231904a4b3b20c&s=b><strong>半导体数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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。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...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260219231904a4b3b20c&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4555":"新能源车","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU0823411888.USD":"法巴消费创新基金 Cap","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4550":"红杉资本持仓","BK4588":"碎股","LU2462157665.USD":"ALLIANZ GLOBAL 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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 机器人与未来出行生态的底层算力革命。这一步落下，特斯拉在芯片自主化的道路上，又向前迈出了一大步。*声明：文中所引用信息均来自公开资料，我方转载仅为分享与讨论，不代表我方赞成或认同，如有异议，请联系后台。","news_type":1,"symbols_score_info":{"TSLS":0.6,"UFO":0.6,"TLA":0.6,"TSLL":0.6,"TSLA":1.97,"TSLR":0.6,"TSLQ":0.6,"TSLW":0.6,"TEST":0.6,"CRSH":0.6,"TESL":0.6,"TSLG":0.6,"TSYY":0.6,"TSLY":0.6,"TSLO":0.6,"TSII":0.6,"TSLT":0.6,"TSLZ":0.6,"TSDD":0.6,"07766":0.6,"TSLP":0.6,"TSL":0.6,"TSLI":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":2,"repostSize":2,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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