Jobs at SemiAnalysis

Procures specialized hardware, lab equipment, consumables, services, and hard-to-source components through domestic and international channels. Manages vendor vetting, negotiations, purchase orders, shipping, customs, inventory, chain of custody, and spend tracking. Oversees lab compliance, export controls, sanctions screening, hazardous materials, safety, contracts, insurance, invoicing, facility matters, SOPs, and audit records. Coordinates with counsel, finance, analysts, lab staff, and vendors to support teardown projects.

Own end-to-end cybersecurity for two research businesses. Responsibilities include continuous red teaming, identity and SaaS security, paywall and subscriber-data protection, insider-threat controls, phishing simulations, engineering security, detection and incident response, disaster recovery, vendor management, and executive risk reporting. The role requires hands-on offensive or defensive security experience, LLM security tooling, cloud IAM knowledge, backup restoration experience, Python automation, and strong technical writing.

Supports research on China’s datacenter and AI ecosystem by collecting, cleaning, and structuring industry data; maintaining datacenter trackers and models; monitoring LLM, regulatory, and semiconductor developments; and assisting with client research. The intern will help translate fragmented disclosures and technical developments into industry insights and financial impacts for institutional clients.

Conduct research on AI tokenomics by evaluating model architecture trends, building simulation models for training and inference efficiency across hardware and workloads, diligencing companies using model tokens, and forecasting economic impacts for investors, corporates, and policymakers.

Research Analyst will expand APAC datacenter coverage by tracking capacity, construction, power availability, AI compute clusters, policy, connectivity, and market dynamics. The role builds bottom-up forecasts and proprietary industry models, analyzes fragmented company and government disclosures, publishes data-driven research, and engages investors, developers, utilities, EPCs, and other ecosystem participants. The analyst also supports institutional clients with timely views on APAC datacenter and AI infrastructure developments.

Remote research internship supporting semiconductor and AI industry analysis: data collection, market research, basic financial modeling, preparing reports and presentations, attending team meetings, and developing research skills with mentorship and feedback.

Reverse engineer leading-edge semiconductor and AI hardware through acquisition, teardown, X-ray, cross-sectioning, delayering, imaging, and electrical analysis. Translate physical evidence into conclusions about process, packaging, layout, architecture, design intent, and cost. Define analytical plans, operate laboratory tools, direct specialized work, publish detailed technical findings, track industry developments, and help shape lab workflows, capabilities, and equipment investments.

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.

Sell premium research and consulting services to enterprise clients across the semiconductor and AI sectors. Manage full B2B sales cycle, build pipeline in HubSpot, partner with technical teams to deliver tailored solutions, identify market opportunities, and maintain long-term client relationships and renewals.

Research AI model architectures, hardware systems, and inference economics. Develop simulations forecasting training and inference efficiency across workloads, hardware configurations, performance KPIs, and model architectures. Evaluate companies using AI tokens, analyze emerging technologies, and contribute to a comprehensive tokenomics model supporting investment, corporate, sovereign, and policymaking decisions.

Support Singapore research team with data collection, market analysis, and basic financial modeling. Prepare presentations and reports, track industry news, attend meetings and conferences, and complete projects under mentorship to develop research and analytical skills in semiconductors and AI infrastructure.

Build and support reliable dashboards for AI infrastructure and financial models, including TCO, tokenomics, and compute capital models. Responsibilities include implementing features, loading model releases, validating data, developing accuracy checks, collaborating with analysts, creating charts and explanations, answering client questions, and contributing to research newsletters. The role requires strong Python or TypeScript skills, software engineering experience, numerical accuracy, and effective use of AI coding agents.

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.

Lead research on GPU cloud providers, AI labs, and AI compute economics. Build financial models covering utilization, capex, depreciation, financing, pricing, demand, and margins. Conduct interviews and diligence, validate evidence, publish research, present findings to clients, and review junior analysts’ work. The role requires strong financial analysis, clear writing, independent judgment, and the ability to connect technical AI infrastructure constraints to commercial outcomes.

Conduct hands-on research involving AI hardware, semiconductor processes, optics, machine vision, and mechanical systems. Build and program opto-mechanical 3D vision systems, automate data acquisition and image reconstruction, develop ETL and database solutions, and analyze advanced AI products. Collaborate with engineers on goal-oriented projects while developing scientific programming, automation, semiconductor processing, and AI architecture expertise.

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.

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.

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.

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.

Lead technical consulting and due diligence engagements for AI infrastructure and GPU cloud providers. Evaluate architecture, benchmark performance, reliability, scalability, storage, networking, and operational usability. Translate technical findings into client recommendations and investment insights, develop benchmarking and total-cost-of-ownership methodologies, author research reports, and build relationships across hyperscalers, AI labs, accelerator vendors, investors, and infrastructure companies.