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.

Build and maintain AI networking models covering datacenter architectures, optics, switching, interconnects, and component economics. Analyze supplier disclosures, technology transitions, costs, power, cooling, and supply-chain constraints. Develop three-statement financial models and forecasts, write research reports, prepare client deliverables, attend conferences, and build relationships with vendors, hyperscalers, and technologists.

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.