马斯克“芯片宏图”招聘启动：年薪233万，7×24小时on-call

量子位03-28

克雷西发自凹非寺量子位 | 公众号 QbitAI马斯克的Terafab芯片计划刚官宣，招聘职位就已经悄悄挂上了特斯拉官网。加州要光刻工程师，德州要硅工程师，还要一个管过亿级资本项目的技术项目经理来主持大局。给出的薪资，最高开到了一年33.8万美元，相当于人民币233万。不过，跟这个计划的野心比起来，这样的薪资水平或许并不算什么——马斯克给出的目标是每年生产1太瓦算力，相当于目前全球AI算力年...

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Manager）。但想拿到这样的高薪绝非易事，这些岗位的要求也写得明明白白，需要随时on-call支持7×24小时的生产运营，遇到关键生产问题必须迅速响应。薪资构成也很特斯拉，底薪在科技大厂里并不算顶尖，然后用股票激励来补差价，另外7×24小时的模式也在说明，这份工作和正常作息之间，可能要二选一。除了特斯拉，马斯克的SpaceX那边也没闲着。其“硅部门”目前挂出了约60个开放职位，覆盖芯片封装、太空专用芯片研发等方向，包括在德州Bastrop工厂的封装与组装工程师，以及在华盛顿和加州的芯片研发岗位。马斯克的造芯计划招这么多人，是因为马斯克想做一件现有芯片产业链完全跟不上的事。Terafab的目标是每年生产1太瓦算力，而目前全球AI算力的年产出约为20吉瓦，也就是说，Terafab的目标是它的50倍。马斯克的逻辑很直接——如果三星、台积电、美光全力扩产，他愿意“买下所有的芯片”，但问题是这些厂商的正常扩张节奏根本喂不饱他的需求，所以只能自己建。工厂选址在奥斯汀，紧邻Tesla总部和超级工厂，由Tesla、SpaceX和xAI三家联合推进。从设计到制造，整条链路都在一个屋檐下完成，甚至包括光刻掩膜版（lithography mask）的自研，也就是把芯片电路图案印到晶圆上所用的模板。这就相当于既做英伟达也做台积电，马斯克在发布会上说，这种设计与制造一体化的模式“在全球尚无先例”。另一个行业罕见的地方在于，Terafab计划将逻辑芯片和存储芯片的生产整合到同一屋檐下，目标制程达到2nm。产出方面，Terafab计划生产两类芯片——一类针对边缘计算和推理优化，用于Tesla的FSD自动驾驶系统和Optimus人形机器人；另一类是高性能芯片，专为太空应用设计，供SpaceX和xAI使用。按照计划，80%的算力将部署到太空，因为在马斯克看来，美国全国的总发电量只有0.5太瓦，地面根本放不下这么大的算力需求。用他的原话来说，“基于太空的人工智能，显然是实现规模化发展的唯一途径”。至于资金，瑞银分析师估计Terafab的最终成本可能高达3000亿美元。SpaceX计划今年夏天IPO，目标融资500亿美元，估值可能超过1.75万亿美元，为太空AI数据中心筹资是重要目标之一。但显然，就算IPO顺利，这笔钱也只是个开头。招人才是真正挑战3000亿美元的项目，钱的问题可以慢慢解决，人的问题可能更棘手。半导体是一个极度依赖经验积累的行业。台积电的护城河，与其说是设备和资金，不如说是几十年里在流片、制程、良率控制上踩过的无数个坑。这类知识很难靠挖几个人来快速复制，而Terafab要做的，恰恰是从零搭建一座涵盖设计、光刻、封装、测试的全链条芯片工厂。所以比起募集资金，招募人才，才是马斯克这一雄心勃勃计划面临的最大挑战。雪上加霜的是，这场人才争夺战发生在一个本已供不应求的市场里。全球芯片行业的熟练工人短缺是结构性问题，不是多开几个职位就能解决的。Terafab要和台积电、英特尔、三星抢的，是同一批在顶级晶圆厂待过、真正懂量产的人。SpaceX算是提前做了一些准备。去年它已向德州Bastrop的星链工厂投入2.8亿美元，扩建半导体研发和封装设施，目前硅部门挂出的约60个职位，也有相当一部分指向太空专用芯片的研发和封装方向。相比Terafab最终的体量，这些布局更像是热身。但这也符合马斯克一贯的风格——先把目标说出来，再让执行去追。即便现在挂出的这几十个职位都能招到人，和那个“每年1太瓦算力”的目标之间，也还隔着一段距离。","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":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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