半导体行业观察·2026-02-18 01:13Core Viewpoint - Tesla is actively seeking talent in South Korea to develop its semiconductor industry, indicating a strategic shift towards in-house chip design and manufacturing to meet growing demands in AI and robotics [2][4]. Group 1: Recruitment and Talent Acquisition - CEO Elon Musk announced on social media that Tesla is looking for professionals in semiconductor design, manufacturing, or software in South Korea [2]. - Tesla Korea has posted a job announcement for AI chip design engineers, emphasizing the need for candidates who have solved significant technical challenges [2]. Group 2: Semiconductor Manufacturing Plans - Musk stated that Tesla needs to build a "Tera Fab" semiconductor factory in the U.S. to avoid potential capacity bottlenecks in the next 3 to 4 years [2]. - The proposed factory aims to produce a significant volume of chips, with initial capacity projected at 100,000 wafers per month, eventually scaling up to 1 million wafers per month [4]. Group 3: Industry Context and Collaboration - Tesla currently relies on chip manufacturers like TSMC and Samsung, but Musk is considering partnerships with companies like Intel to enhance chip production capabilities [3][4]. - The demand for microchips is surging due to advancements in AI, with Musk highlighting the potential for economic growth through AI and robotics [5].