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Reposted YesterdaySaved
Hybrid
Hillsboro, OR, USA
Junior
Junior
Artificial Intelligence • Analytics • Consulting • Semiconductor
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.
Top Skills: 2.5D3DElectron-BeamFibFusion CompilerGdsHbmHybrid BondingInnovusOasisPrecision PolishingPythonSemVirtuosoX-Ray
Reposted YesterdaySaved
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
Reposted YesterdaySaved
Hybrid
San Francisco, CA, USA
Junior
Junior
Artificial Intelligence • Analytics • Consulting • Semiconductor
Support venture fund administration and deal execution: capital calls, investor reporting, portfolio tracking, compliance, CRM and vendor coordination; build scalable fund operations systems.
Top Skills: AffinityAngellistAttioExcelGoogle SheetsSalesforce
Reposted YesterdaySaved
In-Office or Remote
23 Locations
Mid level
Mid level
Artificial Intelligence • Analytics • Consulting • Semiconductor
Build and scale a full-stack Next.js application tracking PRs, CI health, test parity, and benchmarks across AI accelerator open-source projects. Integrate GitHub APIs and webhooks, design PR/metrics schemas, visualize results, and produce technical digests and reports on cross-accelerator parity and performance trends.
Top Skills: Chart.JsCudaD3.JsGithub ActionsGithub ApiHipJaxNeonNeuronNext.Js App RouterPostgresPyTorchReactRechartsRocmServer ActionsServer ComponentsSQLTpuTrainiumTypescriptVercelWebhooksXla
Reposted YesterdaySaved
Hybrid
Hillsboro, OR, USA
Junior
Junior
Artificial Intelligence • Analytics • Consulting • Semiconductor
Perform end-to-end hardware teardowns and publish technical analysis of AI and datacenter hardware. Plan acquisitions, run lab analyses (silicon, packaging, memory, power, interconnect), interpret results into architecture, cost, and roadmap insights, and maintain industry coverage via conferences, papers, and networks.
Top Skills: 2.5D Integration3D IntegrationAcceleratorsCo-Packaged OpticsCompositional AnalysisCpusDie ImageryElectron-Beam MicroscopyFibGpusHbmHybrid BondingMemoryMicrograph AnalysisNetworkingPackagingPower DeliveryPrecision PolishingPythonSemX-Ray Imaging
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Reposted 3 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
Reposted 3 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
Reposted 5 Days AgoSaved
Remote
United States
Senior level
Senior level
Artificial Intelligence • Analytics • Consulting • Semiconductor
Lead research on the macroeconomics of AI by authoring flagship reports, building quantitative forecasting models, integrating bottom-up semiconductor and datacenter data into macro estimates, developing LLM-driven research pipelines, performing econometric analysis, and communicating findings to investors, policymakers, and the public.
Top Skills: Large Language Models (Llms)Python
Reposted 5 Days AgoSaved
Hybrid
3 Locations
Junior
Junior
Artificial Intelligence • Analytics • Consulting • Semiconductor
Support consulting engagements and research across the semiconductor and AI stack by performing technical analysis, cross-stack research, analytical modeling, and preparing client-facing reports, presentations, and briefings. Track industry trends, evaluate hardware and AI model developments, and collaborate with senior consultants to translate technical insights into strategic recommendations.
Reposted 5 Days AgoSaved
Hybrid
3 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.
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