Jobs at SemiAnalysis

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.