SemiAnalysis

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.

AIBenchmarkingDatacenterGPUIndustry AnalysisResearchSemiconductorSupply Chainsemianalysis.com

SemiAnalysis

AIBenchmarkingDatacenterGPUIndustry AnalysisResearchSemiconductorSupply Chainsemianalysis.com

HQSan Francisco, US

Team Size57

Open Jobs33

Total Funding-

Latest FundraiseUnknown

Join the Team

Junior Research Analyst - Core Research

RemoteUS

Remote • US

Teeming tracks opportunities at over 24,000 AI startups, then works with you to find (and land) the one you'll love.

Mobile Developer

InternshipUtrecht, NL

Internship • Utrecht, NL

Frontend Developer

Part-timeNew York, US

Part-time • New York, US

DevOps Engineer

Full-timeNiš, RS

Full-time • Niš, RS

Machine Learning Engineer

Full-timeBerlin, DE

Full-time • Berlin, DE

Data Scientist

InternshipJerusalem

Internship • Jerusalem

Technical Writer

ContractAmsterdam, NL

Contract • Amsterdam, NL

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

Translate proprietary technical work from the SemiAnalysis team into quantitative and qualitative assessments of revenue, margin, TAM, and competitive positioning for public and private companies.
Publish concise, data-rich notes—including a weekly note—covering the most consequential semiconductor and AI developments.
Monitor earnings calls, sell-side conferences, regulatory filings, and product-launch events; surface key catalysts internally and to clients in near-real time.
Partner with technologists to originate new research angles, models, and thematic frameworks.
Engage investor-relations teams and industry executives to deepen our knowledge of individual companies and the broader ecosystem.
Support clients via calls and the SemiAnalysis support portal, delivering insightful and well-researched answers.

What We’re Looking For

1–3 years in equity research, investment banking, strategy consulting, or a semiconductor industry role with strong financial-modeling exposure.
Working understanding of semiconductor and AI hardware value chains; an appetite to dive deep into architectures, manufacturing, and supply chain dynamics.
Exceptional written communication—your prose is crisp, persuasive, and backed by numbers.
Ability to build bottoms-up models from sparse disclosures and defend assumptions with rigor.
Comfort juggling multiple deadlines in a fast-moving news cycle without sacrificing accuracy.
Collaborative mindset; you enjoy brainstorming with peers as much as presenting to clients.

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.