
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 the leading independent research house at the intersection of semiconductors and artificial intelligence. Our Core Research institutional research offering helps hedge funds, long-only asset managers, venture investors, and corporate strategy teams understand how technology developments impact company fundamentals. We are expanding this flagship product and are seeking an Junior Analyst to translate deep technical insight into financial insight for our institutional clients.
What You’ll Do
What We’re Looking For
Why SemiAnalysis?
Join the flow of the industry’s thought leader, shape the views of top-tier investors, and see your analysis help the industry. We offer competitive compensation and a culture that prizes intellectual honesty over hierarchy.