Tesla CEO Elon Musk recently retweeted a job posting from Tesla's South Korean division, officially announcing the company's efforts to recruit key semiconductor talent in South Korea. In the increasingly fierce global AI chip market, this move is widely interpreted by the industry as a significant strategic move by Tesla to strengthen its semiconductor design and manufacturing capabilities and solidify its competitiveness in the AI chip field. On February 17th local time, Musk retweeted Tesla South Korea's job posting for AI chip design engineers on his social media platform X, actively seeking talent. He stated, "If you want to work in chip design, wafer manufacturing, and AI software related fields in South Korea, you are welcome to apply to Tesla."
This talent recruitment plan aligns closely with Tesla's long-term strategy of developing its own chips. Currently, Musk's AI company xAI is fully engaged in developing the Grok large-scale model, directly competing with OpenAI's ChatGPT. High-performance AI chips are the core foundation for supporting the development of large-scale models and achieving efficient processing of massive amounts of data, making Tesla's need for such chips extremely urgent. It is widely believed that Tesla's targeted recruitment drive in South Korea aims to tap into the country's top semiconductor design and process engineers. South Korea boasts a strong foundation in the semiconductor field, particularly in high-bandwidth memory (HBM), a core component of AI chips, where it holds a leading global position. With the explosive growth in global demand for AI computing power, the market demand for HBM is also soaring, making it a key reason for Tesla's focus on the South Korean talent market. Currently, Tesla is collaborating deeply with Samsung Electronics and TSMC to advance the production of AI chips. Samsung Electronics will supply Tesla with the AI5 autopilot chip, which boasts 40 times the performance of its predecessor, designed for the fully autonomous driving system. Reportedly, Tesla initially planned for TSMC to exclusively manufacture this chip, but later adjusted to a joint production model with Samsung Electronics (using a 2nm process), further deepening its ties with South Korean semiconductor companies.
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