Teams at SemiAnalysis

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.

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 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.