
SemiAnalysis provides independent research and analysis on the semiconductor and AI industries to inform strategic decisions. They deliver retained advisory, bespoke projects, and data products across the supply chain, from fabrication to AI models and software. Key offerings include industry models such as the Accelerator Industry Model, AI Cloud TCO Model, Datacenter Industry Model, and Wafer Fab Model, plus data products like GPU Rental Pricing and Semiconductor Import-Export Statistics. Their services target hedge funds, asset managers, corporate strategy teams, and semiconductor/AI professionals. The company emphasizes a product-first approach and leverages technologies such as Python, JAX, PyTorch, vLLM, Kubernetes, and SLURM.

SemiAnalysis provides independent research and analysis on the semiconductor and AI industries to inform strategic decisions. They deliver retained advisory, bespoke projects, and data products across the supply chain, from fabrication to AI models and software. Key offerings include industry models such as the Accelerator Industry Model, AI Cloud TCO Model, Datacenter Industry Model, and Wafer Fab Model, plus data products like GPU Rental Pricing and Semiconductor Import-Export Statistics. Their services target hedge funds, asset managers, corporate strategy teams, and semiconductor/AI professionals. The company emphasizes a product-first approach and leverages technologies such as Python, JAX, PyTorch, vLLM, Kubernetes, and SLURM.
About SemiAnalysis
SemiAnalysis is an independent research and analysis firm specializing in the Semiconductor and AI industries. Our in-depth coverage spans the entire supply chain, from semiconductor fabrication processes to cutting-edge AI models, software, and infrastructure. We are recognized as the leading authority on the semiconductor supply chain, with the highest concentration of industry experts within one team, and a deep-rooted passion for delving into the intricacies.
We’re a global team of over 20 analysts, each with extensive networks across the semiconductor supply chain and AI ecosystem, publishing industry-shaping articles while participating in 40+ conferences annually.
Our newsletter reaches more than 200,000 subscribers worldwide, including senior management and C-suite leaders at the leading semiconductor and AI companies.
We also offer three core products:
Find out more here: https://semianalysis.com
Position Overview
We are seeking a clever and motivated Full-Stack Engineer to join our team in the United States. You’ll be responsible for designing, building, and maintaining the digital systems that power our research, client engagement, and brand presence—across both frontend and backend surfaces.
This role requires a mix of technical depth, design sensibility, and autonomy. You’ll work independently, collaborate across our globally distributed team, and build systems that are performant, modular, visually compelling, and easy to maintain. You should be comfortable thinking end-to-end: from UI and user experience to backend services, data flow, and infrastructure considerations.
If you have strong opinions on UI/UX best practices and know when to reach for webhooks, edge caching, or a cron job to solve real problems, we should probably talk.
Key Responsibilities
Qualifications
Nice to Have