Jobs at SemiAnalysis

Research AI infrastructure and economics across GPU cloud providers, AI model developers, and AI tokenomics. Build company datasets, reconcile conflicting evidence, maintain financial and unit-economics models, analyze disclosures and technical materials, conduct interview research, draft research notes and charts, and support consulting projects with market and financial analysis.

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.

Supports SemiAnalysis marketing and video operations through short-form content editing, AI-assisted production, social graphics, brand assets, podcast editing, captions, thumbnails, motion graphics, content calendar management, proofreading, PR support, social scheduling, performance reporting, and asset coordination. The intern maintains organized project files, verifies copyright and licensing, and helps publish accurate, on-brand content across major platforms.

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.

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.

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.

Own internal IT infrastructure, including employee devices, software systems, user accounts, access permissions, SharePoint, security controls, and IT asset inventories. Support onboarding and offboarding, troubleshoot hardware and software issues, coordinate with vendors, maintain IT policies and documentation, and improve scalable internal workflows and automation.

Build and update financial models, cash-flow forecasts, and scenario analyses; analyze company financial statements, debt, liquidity, financing needs, and repayment capacity; reconcile data, document assumptions, and prepare lender-facing summaries. Coordinate research and analytical handoffs between New York and Singapore while supporting financing, exposure, GPU rental, and token pricing benchmarks.

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.

Build and update financial models, conduct cash-flow and scenario analyses, research company financials and debt, assess liquidity and repayment capacity, reconcile data, document assumptions, and prepare materials for lender discussions. The analyst also coordinates work across New York and Singapore and supports financing, GPU rental, and token pricing benchmarks.

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.

Analyze credit pricing, issuance, investor demand, trading activity, and market conditions. Build relationships with credit investors and lenders, assess financing opportunities, connect financial analysis with market expectations, and communicate clear market views. The role supports GPU rental indices and financing benchmarks while applying credit sales, sales trading, or trading experience without managing a trading book.

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.

Manage contracts, legal documents, compliance processes, company policies, vendor agreements, due diligence, embargo reviews, incident response, training, reporting, and stakeholder reviews. Support trademark and intellectual property filings, maintain policy acknowledgments, coordinate external compliance partners, and provide guidance to sales teams. The role requires strong drafting, organization, independent judgment, and collaboration across a distributed global team.

Supports the leadership team and daily operations of a venture investment firm. Responsibilities include managing complex calendars, coordinating domestic and international travel, organizing executive communications, preparing meetings, serving as a contact for investors and founders, planning events, and overseeing office administration, vendors, invoices, records, and special projects.

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.

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.