Top Tech Jobs & Startup Jobs

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.

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.

Research and forecast memory process-technology roadmaps (DRAM, NAND, HBM), evaluate manufacturing integration and economics, map technology transitions to equipment demand, benchmark vendor execution, translate technical disclosures into actionable research, and contribute to industry models and client-facing publications.

Build and maintain bottoms-up supply-and-demand models for DRAM, HBM, and NAND; forecast demand, pricing, and financial impacts; publish data-rich research; conduct channel checks and client support; represent the firm at industry events and develop memory-market expertise across technology, capacity, and commercial datasets.

Manage full-cycle recruiting, candidate pipelines, interview coordination, onboarding, employee lifecycle administration, HR recordkeeping, policy maintenance, and employee communications. Serve as first point of contact for HR questions, improve HR processes, and support a distributed workforce.

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.

Build first-principles performance and cost models for AI training and inference across chips, accelerators, memory, interconnects, racks, and datacenters. Evaluate architectures, validate models against benchmarks, analyze semiconductor manufacturing and packaging impacts on performance and cost, publish research, and advise clients and investors on hardware trade-offs and TCO metrics.

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.