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

We’re hiring a Research Analyst – AI Economics to deepen our coverage of how AI systems create—and destroy—economic value. This role focuses on synthesizing technical, economic, and industry data into cohesive frameworks that explain where AI investment will generate sustainable returns.

You will contribute directly to SemiAnalysis’s AI Economics and Tokenomics research used by leading investors, corporates, and policymakers worldwide.

This is a full-time role based in the United States.

What You’ll Do

• Research the economic impact of AI model architectures, inference systems, and deployment strategies.
• Build economic frameworks explaining AI cost structures and long-term scalability.
• Analyze AI companies across the stack—from model providers to infrastructure and application layers.
• Translate complex technical developments into clear economic implications.
• Publish high-impact research shaping capital allocation decisions.

What We’re Looking For

• Background in ML/AI, CS, economics, or quantitative research.
• Strong written and analytical communication skills.
• Deep curiosity about AI business models and economics.
• Ability to connect technical change with macro-level outcomes.
• Full-time role based in the United States.

Why SemiAnalysis?

• Join the fastest moving research thought leader in AI and semiconductors. We shape the views of top-tier investors and our analysis actively helps and inform the broader industry up and down the semiconductor and AI value chain. We offer competitive compensation and a culture that prizes intellectual honesty over hierarchy.