Jobs at SemiAnalysis

Build and maintain AI networking models covering datacenter architectures, optics, switching, interconnects, and component economics. Analyze supplier disclosures, technology transitions, costs, power, cooling, and supply-chain constraints. Develop three-statement financial models and forecasts, write research reports, prepare client deliverables, attend conferences, and build relationships with vendors, hyperscalers, and technologists.

Manage full-cycle recruiting, candidate pipelines, interview coordination, onboarding, employee lifecycle administration, HR recordkeeping, policy maintenance, and employee communications. Serve as first point of contact for HR questions, improve HR processes, and support a distributed workforce.

Conduct China-focused semiconductor and AI supply-chain research, produce data-rich equity notes and weekly coverage, build bottoms-up financial models for Chinese foundries, fabless designers, memory and equipment firms, monitor disclosures and policy, engage industry contacts, and support institutional clients with timely analysis.

Produce data-rich research translating semiconductor and AI technical developments into revenue, margin, TAM, and competitive analysis for institutional clients. Publish concise notes (including a weekly note), monitor earnings calls and filings, partner with technologists on models and themes, engage industry contacts, and support clients via calls and a support portal.

Lead and direct coverage of wafer fabrication equipment suppliers and foundries. Manage a small analyst team, produce authoritative research and financial models, forecast equipment spending and foundry capacity, advise institutional clients, and represent the firm at industry conferences while coordinating US and APAC coverage.

Support venture fund administration and deal execution: capital calls, investor reporting, portfolio tracking, compliance, CRM and vendor coordination; build scalable fund operations systems.

Manage company devices, provisioning, lifecycle, and SaaS accounts; administer SharePoint and shared drives; implement IT security (MFA, endpoint controls); provide day-to-day support; coordinate vendors; develop IT policies, SOPs, and automation to scale internal IT operations.

Perform detailed physical design and layout analysis of AI/datacenter ICs (GPUs, CPUs, accelerators). Read floorplans, standard-cell fabrics, analog blocks, and packaging; run teardown and characterization workflows; interpret layout trade-offs, DTCO/STCO interactions, and infer architecture from die imagery. Co-author technical research and expand lab capabilities.

Perform end-to-end hardware teardowns and publish technical analysis of AI and datacenter hardware. Plan acquisitions, run lab analyses (silicon, packaging, memory, power, interconnect), interpret results into architecture, cost, and roadmap insights, and maintain industry coverage via conferences, papers, and networks.

Support legal, compliance, finance, and internal operations by managing contracts, vendor onboarding, invoice processing, regulatory filings, SOPs, and operational trackers. Coordinate with external counsel and accounting/payroll providers, document workflows, and support cross-functional projects to improve efficiency and reduce risk.

Perform deep technical teardown and architectural analysis of AI/datacenter hardware (GPUs, CPUs, ASICs). Drive sample preparation, failure analysis, use FIB/SEM/X-ray tools, interpret design/process trade-offs (DTCO/STCO), co-author research, and expand lab capabilities and tooling.

Support lead analysts by maintaining industry models, perform financial analysis and three-statement modeling, research semiconductor and AI markets, prepare reports and presentations, represent the firm at APAC events, and contribute to newsletter articles.

Analyze how AI models are deployed in production across hyperscalers and enterprises, evaluate inference-time tradeoffs (latency, throughput, cost), model economic impacts on product margins, diligence AI company infrastructure and unit economics, and translate deployment-level technical choices into investment-grade economic insights.

Provide legal, commercial, compliance, and governance support across contracts, employment, IP, data privacy, and cross-border operations. Draft and negotiate agreements, advise leadership on legal risk, build scalable legal templates and processes, manage external counsel, and support disputes and global expansion.

Lead coverage of how AI infrastructure is financed by analyzing lenders, structures, collateral, and credit risk. Build quantitative models, proprietary datasets, stress scenarios, and publish flagship research for investors, regulators, and industry stakeholders.

Support consulting engagements and research across the semiconductor and AI stack by performing technical analysis, cross-stack research, analytical modeling, and preparing client-facing reports, presentations, and briefings. Track industry trends, evaluate hardware and AI model developments, and collaborate with senior consultants to translate technical insights into strategic recommendations.

Manage full-cycle accounting and corporate administration: accounts payable/receivable, payroll and benefits, banking and cash flow, vendor onboarding and purchasing, tax filings and registrations, multi-entity compliance, month-end close and financial reporting, HR onboarding/offboarding, and process improvements across finance and administrative functions.

Design, build, and maintain data models, ETL pipelines, dashboards, and APIs to support industry models, research, and consulting. Ensure data accuracy, completeness, and observability while integrating new datasets and cloud infrastructure. Collaborate with analysts and stakeholders to deliver robust, modular production data systems with minimal supervision.

Lead research on the macroeconomics of AI by authoring flagship reports, building quantitative forecasting models, integrating bottom-up semiconductor and datacenter data into macro estimates, developing LLM-driven research pipelines, performing econometric analysis, and communicating findings to investors, policymakers, and the public.