Teams at SemiAnalysis

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.

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.

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.