Teams at SemiAnalysis

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.

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.