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4 Days AgoSaved
Remote
2 Locations
Mid level
Mid level
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.
4 Days AgoSaved
In-Office
San Francisco, CA, USA
Mid level
Mid level
Artificial Intelligence • Analytics • Consulting • Semiconductor
Source, evaluate, and execute venture investments across AI, semiconductors, infrastructure, and developer tools. Conduct technical and market research, financial modeling, due diligence, prepare investment memos, support deal execution, and help portfolio companies with fundraising, hiring, and strategic initiatives. Represent the firm at industry events to expand sourcing networks.
Top Skills: AIDeveloper ToolsInfrastructureSemiconductors
4 Days AgoSaved
Hybrid
San Francisco, CA, USA
Mid level
Mid level
Artificial Intelligence • Analytics • Consulting • Semiconductor
Analyze how AI models are deployed in production across hyperscalers and enterprises, evaluate inference-time tradeoffs (latency, throughput, cost), model economic impacts on product margins, diligence AI company infrastructure and unit economics, and translate deployment-level technical choices into investment-grade economic insights.
Top Skills: Batching StrategiesInference InfrastructureModel ArchitectureReinforcement LearningServing Frameworks
4 Days AgoSaved
In-Office
Hillsboro, OR, USA
Mid level
Mid level
Artificial Intelligence • Analytics • Consulting • Semiconductor
Perform deep technical teardown and architectural analysis of AI/datacenter hardware (GPUs, CPUs, ASICs). Drive sample preparation, failure analysis, use FIB/SEM/X-ray tools, interpret design/process trade-offs (DTCO/STCO), co-author research, and expand lab capabilities and tooling.
Top Skills: 2.5D/3D PackagingAsicsCompositional AnalysisCpusDesign Technology Co-Optimization (Dtco)Electron-Beam MicroscopyFibGpusHbmHigh-Speed I/OHybrid BondingMemory SubsystemsPrecision PolishingPythonSemX-Ray Imaging
4 Days AgoSaved
In-Office
San Francisco, CA, USA
Internship
Internship
Artificial Intelligence • Analytics • Consulting • Semiconductor
Support development of an AI Tokenomics forecasting model: evaluate model architecture trends, simulate training and inference efficiency across architectures, hardware, KPIs and workloads, diligence companies using model tokens, and forecast economic impacts for investors, corporates, and policymakers.
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4 Days AgoSaved
In-Office or Remote
4 Locations
Junior
Junior
Artificial Intelligence • Analytics • Consulting • Semiconductor
Support legal, compliance, finance, and internal operations by managing contracts, vendor onboarding, invoice processing, regulatory filings, SOPs, and operational trackers. Coordinate with external counsel and accounting/payroll providers, document workflows, and support cross-functional projects to improve efficiency and reduce risk.
4 Days AgoSaved
Hybrid
San Francisco, CA, USA
Senior level
Senior level
Artificial Intelligence • Analytics • Consulting • Semiconductor
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.
Top Skills: ExcelPython
4 Days AgoSaved
In-Office or Remote
4 Locations
Junior
Junior
Artificial Intelligence • Analytics • Consulting • Semiconductor
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.
Top Skills: Cloud PlatformsEndpoint SecurityGoogle WorkspaceMdmMfaMicrosoft 365Password ManagementSaas PlatformsSharepoint
4 Days AgoSaved
In-Office
3 Locations
Mid level
Mid level
Artificial Intelligence • Analytics • Consulting • Semiconductor
Manage full-cycle accounting and corporate administration: accounts payable/receivable, payroll and benefits, banking and cash flow, vendor onboarding and purchasing, tax filings and registrations, multi-entity compliance, month-end close and financial reporting, HR onboarding/offboarding, and process improvements across finance and administrative functions.
Top Skills: Business Management ToolsHr Management PlatformsPayroll PlatformsQuickbooks
4 Days AgoSaved
In-Office or Remote
2 Locations
Mid level
Mid level
Artificial Intelligence • Analytics • Consulting • Semiconductor
Contract UI/UX Website Designer to refresh SemiAnalysis web presence, marketing pages, and internal dashboards. Create wireframes, mockups, and high-fidelity prototypes; ensure responsive, accessible, consistent design language; build/refine design system; collaborate with frontend engineers to implement modern, dark-mode-friendly interfaces optimized for performance and usability.
Top Skills: Adobe XdCSSFigmaHTML
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