Jobs at SemiAnalysis

Lead forward-looking research on robot learning, hardware, supply chains, and commercialization. Produce reports, forecasts, and briefings; track mobile manipulators, quadrupeds, cobots, and autonomous vehicles; assess AI, edge compute, and simulation impacts; collaborate with cross-sector analysts; support investors, OEMs, and policy stakeholders; and present findings to senior executives and clients.

Lead research on how AI and datacenter growth reshapes power grids, utilities, and industrial infrastructure. Produce forecasts, reports, and briefings; track transmission, distribution, equipment supply chains, and capex cycles; collaborate with semiconductor and datacenter analysts; support institutional clients and present findings to leadership and at conferences.

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.

Perform financial and market research for the semiconductor and AI industries, build and maintain industry models, prepare reports and presentations, follow earnings and product trends, and represent the firm at regional conferences.

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.

Support Singapore research team with data collection, market analysis, and basic financial modeling. Assist preparing reports, tracking industry news, attending events, and developing analytical skills through training and projects.

Own and grow a portfolio of high-value client relationships across research and consulting products. Serve as primary client contact, drive renewals and revenue expansion, reduce churn, gather client feedback, coordinate with research teams, and manage account workflows in CRM.

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 ClusterMAX consulting and technical due diligence on GPU/TPU cloud infrastructure. Translate benchmarking and TCO analysis into actionable recommendations, develop benchmarking methodologies, author technical research, and collaborate with hyperscalers, OEMs, and AI ecosystem partners.

Hands-on internship building and programming opto-mechanical 3D machine vision and automated microscopy systems, automating data acquisition and image reconstruction, developing ETLs and databases, and deconstructing/analyzing advanced AI products. Collaborate with engineers on semiconductor, optics, and AI hardware projects and contribute technical research and tooling.

Support coverage of wafer fabrication equipment vendors and foundries by building and maintaining detailed financial and industry models, performing in-depth semiconductor and AI research, tracking earnings and product trends, preparing client deliverables, and representing SemiAnalysis at industry conferences. Contribute as a named author on research publications and collaborate in a hybrid San Francisco-based team.

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

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.

Build and scale a full-stack Next.js application tracking PRs, CI health, test parity, and benchmarks across AI accelerator open-source projects. Integrate GitHub APIs and webhooks, design PR/metrics schemas, visualize results, and produce technical digests and reports on cross-accelerator parity and performance trends.

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.

Source, evaluate, and execute venture investments across AI, semiconductors, infrastructure, and developer tools. Conduct technical and market research, financial modeling, due diligence, prepare investment memos, support deal execution, and help portfolio companies with fundraising, hiring, and strategic initiatives. Represent the firm at industry events to expand sourcing networks.

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.

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 development of an AI Tokenomics forecasting model: evaluate model architecture trends, simulate training and inference efficiency across architectures, hardware, KPIs and workloads, diligence companies using model tokens, and forecast economic impacts for investors, corporates, and policymakers.

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.