
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.

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.
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 AI Tokenomics Summer Intern to deepen our research into the economics of AI. We’re looking for someone with a passion for understanding the cutting edge of model architecture developing combined with the most advanced hardware systems used to serve those models. Our goal is to provide the economic and investment framework for investors, corporate capital allocators, and policymakers in understanding the economic value of AI and the actual cost curve of AI tokens and software forecast into the future.
You will directly contribute to the development of our Tokenomics model , which is a holistic AI demand forecasting model that will be used by corporates, sovereigns, and investors across all industries and countries looking to capitalize on the economic value of deploying AI systems to produce new products and automate large swathes of the global intelligence economy. This is a full time role located in the United States .
What You'll Do
What We're Looking For
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Why SemiAnalysis?