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 are expanding our team to deepen our coverage of the broader AI ecosystem and its impact on real-world industries. This is an opportunity to join a fast-growing, intellectually rigorous, and globally recognized team that influences strategic decisions at the highest levels. At SemiAnalysis, you’ll work directly with senior analysts and decision-makers across financial markets, hyperscalers, energy companies, and governments. Our culture is collaborative, flat, and fast-paced—offering the chance to shape high-impact research in a space undergoing unprecedented technological disruption.

Learn more: https://semianalysis.com

Overview

The Research Analyst will support SemiAnalysis coverage of wafer fabrication equipment suppliers and chip foundries. This includes:

• Modeling, forecasting, wand advising clients on these topics
• Representing SemiAnalysis at semiconductor industry conferences and supplier events across the world, often in San Francisco or Asia.
• Contributing as a named author to SemiAnalysis publications, including research notes read by key decision makers in the industry and our newsletter, the #1 in technology on Substack.
• This role is hybrid, with a primary office location in San Francisco. The analyst is expected to work regularly from the San Francisco office while collaborating with team members across the US and APAC.

Key Responsibilities

• Build and maintain detailed financial and industry models covering wafer fabrication equipment vendors and foundries.
• Perform in-depth research on the semiconductor and AI industries, including market trends, technological advancements, and competitive landscapes.
• Follow earnings, news releases, important product trends and technological developments related to coverage industries and companies.
• Assist in the preparation of research reports, presentations, and other deliverables for clients.

Qualifications

• 0 to 4 years of experience in equity research, public markets investing, semiconductor industry analysis, or a closely related role.
• Undergraduate degree in Engineering, Materials Science, Physics, Business, Finance, Computer Science, or a related technical discipline.