• Industry Models – we develop and publish industry models on accelerator shipments, datacenter demand and supply, GPU total cost of ownership, and more. We work with hyperscalers, neoclouds, many of the world’s largest hedge funds, and government agencies.
• Core Research – our public equity markets product, geared towards financial investors, distills our deep technical research and knowledge into key insights on technology and product trends.
• Consulting and Technical Due Diligence – We conduct custom research and project work to guide key strategic and investment decisions for the largest private‑equity funds, leading venture‑capital firms, companies across the AI ecosystem, and government agencies.

Find out more here: https://semianalysis.com

Position Overview

• We are seeking a highly motivated and skilled Research Analyst to join our team.
• The Research Analyst will play a crucial role in developing and publishing our Industry Models.
• You'll work directly with our Director of Research to develop and launch our latest industry model, and continue to play a significant role in maintaining and sharing regular updates to our clients.
• In addition to your core work on Industry Models, you will represent SemiAnalysis at various industry conferences and events in both Singapore and broader APAC.
• You will also play a role in writing and preparing our newsletter articles for publishing, with the opportunity for direct authorship recognition.
• The role will be full-time, based in Singapore.

Key Responsibilities

• Conduct detailed financial analysis and modeling to support our various products, research reports and consulting projects.
• 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

• 1-5 years of prior work experience in equities research, investment banking or the buy-side.
• Undergraduate degree in Business, Finance, Engineering, Computer Science or other relevant technical field.
• Experience covering companies and technologies in the semiconductor supply chain.
• Demonstrated experience with financial modeling and analysis. Must be proficient in three-statement financial modeling.
• Strong research skills and the ability to synthesize information from various sources to draw insights.
• Proficiency with Excel and financial modeling is essential. Familiarity with Python or other relevant software is preferred. Experience with PowerPoint or other presentation software is highly preferred.
• Excellent written and verbal communication skills, with the ability to convey complex ideas effectively.
• Proactive, self-motivated, and capable of working independently in an international work environment.
• Demonstrates the highest degree of integrity and transparency.
• Proficiency in English is a must; additional languages are a plus.