Jobs at SemiAnalysis

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.

Contract UI/UX Website Designer to refresh SemiAnalysis web presence, marketing pages, and internal dashboards. Create wireframes, mockups, and high-fidelity prototypes; ensure responsive, accessible, consistent design language; build/refine design system; collaborate with frontend engineers to implement modern, dark-mode-friendly interfaces optimized for performance and usability.

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.

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.

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.

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.

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.

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.

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.

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.