180万年薪，英伟达全球“挖角” HBM 工程师

半导体新知道

02/22

在AI加速器竞赛升温之际，英伟达率先抛出最高25.88万美元（约合人民币179.6万元）年薪及股票选择权，招募具8年以上经验的HBM开发工程师，工作地点为美国加州总部，直接负责AI加速器的HBM效能分析，以及与供应商合作优化性能。这一波动作，被视为硅谷大厂全面抢夺HBM核心人才的明确讯号。随着HBM成为AI时代的关键零组件，人才战已不再局限于传统内存或手机芯片领域，而是延伸至AI服务器用半导体的...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022206311295419677&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2746668974.SGD","symbol_name":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022206311295419677&s=b","article_id":"2613247702","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022206311295419677&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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虽然招聘公告未明确标示锁定地区或国籍，但由于目前HBM市场由三星电子与SK海力士领先，外界普遍认为这实质上是针对韩国工程师的挖角行动。其中英伟达动作最为积极。除了高薪与股票奖励外，招募条件锁定具备8年以上经验的HBM开发工程师，显示其锁定的是具备成熟实战经验的核心人才，而非初阶技术人员。Google则深耕自研AI加速器TPU，博通、联发科、Marvell等企业则协助客户设计AI加速器，也都在硅谷招募HBM工程师，薪资依年资不同，最高约26万美元，主要负责TPU中HBM部分设计，以及与客户合作提升整体性能。特斯拉近期更直接锁定韩国市场。Tesla Korea发布AI半导体设计人员征才公告后，马斯克更亲自出面招人，并在社交平台X上发贴喊话，“如果你在韩国，加入特斯拉”，显示其对韩工程师的高度兴趣。HBM采购金额达750亿美元人才战的背后，是HBM地位的快速提升。 随着AI半导体自主开发的重要性增加，高性能存储器已成为AI加速器不可或缺的关键部件。为了最大化数据处理能力，英伟达、超微、博通等企业，持续要求三星电子与SK海力士提供速度更快、容量更大的HBM产品。今年各大科技公司在HBM上的采购金额，预估将达到750亿美元。 这代表HBM不仅是技术核心，更是资本投入的重点战场。目前英伟达、超威、Google、博通、Marvell、Meta、亚马逊等公司，几乎都在与三星电子、SK海力士合作开发cHBM。 由于从开发初期就必须与供应商密切协作，涉及设计、性能验证与升级定制等环节，HBM专业人才的需求势必同步扩大。韩企加码留才仍难挡硅谷高薪诱惑面对硅谷科技巨头的高薪与股票奖励攻势，三星电子与SK海力士已进入高度警戒状态。 SK海力士将10%的营业利润提拨为绩效奖金基金; 三星电子则讨论对超额完成目标的存储器事业部工程师给予“额外奖励”。然而业界普遍认为，要全面抵挡硅谷的薪资与股权吸引力并不容易。社交平台与匿名职场论坛上，已出现有工程师表态打算申请特斯拉等科技公司，甚至开始准备履历。从传统内存公司与手机芯片设计公司，到如今AI加速器领导者全面出手，HBM人才已从产业支持角色，跃升为AI竞赛中的关键资产。声明：以上内容整理自网络，仅供交流学习之用。如有任何疑问或异议，请留言与我们联系。","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":"executive","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}