SemiAnalysis
SemiAnalysis is the leading independent research house at the intersection of semiconductors and artificial intelligence. Our Core Research institutional research offering helps hedge funds, long-only asset managers, venture investors, and corporate strategy teams understand how technology developments impact company fundamentals. We are expanding this flagship product and are seeking an Analyst to translate deep technical insight into financial insight for our institutional clients.
What You’ll Do
Translate proprietary technical work from the SemiAnalysis team into quantitative and qualitative assessments of revenue, margin, TAM, and competitive positioning for public and private companies.
Publish concise, data-rich notes—including a weekly note—covering the most consequential semiconductor and AI developments.
Monitor earnings calls, sell-side conferences, regulatory filings, and product-launch events; surface key catalysts internally and to clients in near-real time.
Partner with technologists to originate new research angles, models, and thematic frameworks.
Engage investor-relations teams and industry executives to deepen our knowledge of individual companies and the broader ecosystem.
Support clients via calls and the SemiAnalysis support portal, delivering insightful and well-researched answers.
What We’re Looking For
1–5 years in equity research, investment banking, strategy consulting, or a semiconductor industry role with strong financial-modeling exposure.
Working understanding of semiconductor and AI hardware value chains; an appetite to dive deep into architectures, manufacturing, and supply chain dynamics.
Exceptional written communication—your prose is crisp, persuasive, and backed by numbers.
Ability to build bottoms-up models from sparse disclosures and defend assumptions with rigor.
Comfort juggling multiple deadlines in a fast-moving news cycle without sacrificing accuracy.
Collaborative mindset; you enjoy brainstorming with peers as much as presenting to clients.
Why SemiAnalysis?
Join the flow of the industry’s thought leader, shape the views of top-tier investors, and see your analysis help the industry. We offer competitive compensation and a culture that prizes intellectual honesty over hierarchy.
Apply here, or email [email protected] with your résumé and a short writing sample on a recent semiconductor development.
Skills Required
- 1-5 years in equity research, investment banking, strategy consulting, or semiconductor industry role with strong financial-modeling exposure
- Working understanding of semiconductor and AI hardware value chains, including architectures, manufacturing, and supply chain dynamics
- Exceptional written communication with crisp, persuasive, quantitative prose
- Ability to build bottoms-up financial models from sparse disclosures and defend assumptions rigorously
- Comfort managing multiple deadlines in a fast-moving news cycle without sacrificing accuracy
- Collaborative mindset and ability to partner with peers and present to clients
What We Do
SemiAnalysis is an independent research and analysis firm specializing in the semiconductor and artificial intelligence industries. The company provides deep technical and financial insights into the semiconductor supply chain, bridging the gap between business and technology. They offer specialized institutional products, including research models and consulting services, to help industry stakeholders make informed strategic decisions regarding AI infrastructure and semiconductor advancements.
