Lead Research Analyst - Wafer Fabrication Equipment & Foundry | SemiAnalysis · Teeming.ai
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…
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…
Lead Research Analyst - Wafer Fabrication Equipment & Foundry
HybridSan Francisco Bay Area, US
Hybrid • San Francisco Bay Area, US
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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
Position Overview
The Lead Analyst will own and direct SemiAnalysis coverage of wafer fabrication equipment suppliers, chip foundries, and the broader semiconductor manufacturing ecosystem. This role combines deep technical and financial analysis with team leadership, editorial responsibility, and direct client engagement.
The Lead Analyst will lead a small team responsible for coverage spanning equipment suppliers, foundries, materials, and manufacturing process technology.
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
Lead, mentor, and develop a small team of analysts. Set research priorities, assign coverage areas, and ensure quality, rigor, and timeliness of team output.
Qualifications
Own and direct coverage strategy across wafer fabrication equipment vendors, foundries, and adjacent segments of the manufacturing supply chain.
Architect, build, and maintain detailed three statement financial and industry models that underpin WFE and foundry coverage.
Model and forecast equipment spending cycles, foundry capacity, node transitions, and capital intensity trends.
Serve as lead author on major research publications, including research notes read by key industry decision makers and our newsletter, the #1 technology publication on Substack.
Advise institutional clients through research notes, private briefings, and direct conversations on semiconductor capital cycles and competitive positioning.
Represent SemiAnalysis at semiconductor industry conferences and supplier events globally, including events in San Francisco and Asia.
Perform in depth research on semiconductor manufacturing and AI driven demand trends, including equipment architectures, process technology shifts, and competitive dynamics.
Maintain authoritative awareness of earnings, product cycles, and technology shifts across coverage companies and translate these into differentiated, actionable research.
Coordinate workflows and coverage across US and APAC team members.
5+ years of experience in equity research, public markets investing, semiconductor industry analysis, or a closely related role.
Demonstrated experience managing or mentoring junior analysts with accountability for output quality and timelines.
Deep understanding of semiconductor manufacturing processes, including lithography, deposition, etch, metrology, advanced packaging, and foundry economics.
Proven ability to build and audit complex three statement financial models and link them to operational drivers such as capacity, utilization, pricing, and capital intensity.
Strong grasp of semiconductor capital cycles and equipment demand drivers.
Advanced proficiency in Excel for financial modeling and data analysis. Familiarity with Python or other data tooling for automation is preferred.
Experience producing clear, data dense research reports and presentations for institutional audiences.
Excellent written communication skills, with the ability to explain manufacturing processes, equipment dynamics, and financial implications in precise language.
Ability to manage multiple workstreams and operate effectively in a hybrid work environment with a San Francisco office base.
High standards for analytical rigor, integrity, and source transparency. Full professional proficiency in English is required; additional languages are beneficial.
Undergraduate degree in Engineering, Materials Science, Physics, Finance, Computer Science, Business, or a related technical discipline. Advanced degrees are a plus.
