Jobs at SemiAnalysis

Build and maintain AI networking models covering datacenter architectures, optics, switching, interconnects, and component economics. Analyze supplier disclosures, technology transitions, costs, power, cooling, and supply-chain constraints. Develop three-statement financial models and forecasts, write research reports, prepare client deliverables, attend conferences, and build relationships with vendors, hyperscalers, and technologists.

Research AI infrastructure and economics across GPU cloud providers, AI model developers, and AI tokenomics. Build company datasets, reconcile conflicting evidence, maintain financial and unit-economics models, analyze disclosures and technical materials, conduct interview research, draft research notes and charts, and support consulting projects with market and financial analysis.

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.

Own internal IT infrastructure, including employee devices, software systems, user accounts, access permissions, SharePoint, security controls, and IT asset inventories. Support onboarding and offboarding, troubleshoot hardware and software issues, coordinate with vendors, maintain IT policies and documentation, and improve scalable internal workflows and automation.

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.

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.

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.

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.

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.

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 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.

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.