Jobs at SemiAnalysis

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.

Own and grow a portfolio of high-value client relationships across research and consulting products. Serve as primary client contact, drive renewals and revenue expansion, reduce churn, gather client feedback, coordinate with research teams, and manage account workflows in CRM.

Provide legal, commercial, compliance, and governance support across contracts, employment, IP, data privacy, and cross-border operations. Draft and negotiate agreements, advise leadership on legal risk, build scalable legal templates and processes, manage external counsel, and support disputes and global expansion.

Lead ClusterMAX consulting and technical due diligence on GPU/TPU cloud infrastructure. Translate benchmarking and TCO analysis into actionable recommendations, develop benchmarking methodologies, author technical research, and collaborate with hyperscalers, OEMs, and AI ecosystem partners.

Support coverage of wafer fabrication equipment vendors and foundries by building and maintaining detailed financial and industry models, performing in-depth semiconductor and AI research, tracking earnings and product trends, preparing client deliverables, and representing SemiAnalysis at industry conferences. Contribute as a named author on research publications and collaborate in a hybrid San Francisco-based team.

Support venture fund administration and deal execution: capital calls, investor reporting, portfolio tracking, compliance, CRM and vendor coordination; build scalable fund operations systems.

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.

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.

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.

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.

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.

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.

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.

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.

Conduct research on AI tokenomics by evaluating model architecture trends, building simulation models for training and inference efficiency across hardware and workloads, diligencing companies using model tokens, and forecasting economic impacts for investors, corporates, and policymakers.

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.

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.

Own and evolve the SemiAnalysis WordPress codebase: build themes, custom Gutenberg blocks, and ACF-driven templates; translate Figma into pixel-perfect responsive UIs; integrate React/Next.js tools; optimize performance and Core Web Vitals; ensure accessibility (WCAG 2.1 AA); maintain integrations with analytics, CRM, and payments; and collaborate with designers, analysts, and distributed teams.