SemiAnalysis

United States
Total Offices: 2
78 Total Employees
Year Founded: 2020

Teams at SemiAnalysis

Recently posted jobs

3 Hours AgoSaved
In-Office
New York, NY, USA
Artificial Intelligence • Analytics • Consulting • Semiconductor
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.
3 Hours AgoSaved
Remote
2 Locations
Artificial Intelligence • Analytics • Consulting • Semiconductor
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.
3 Hours AgoSaved
Remote
27 Locations
Artificial Intelligence • Analytics • Consulting • Semiconductor
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.