Teams 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.