SemiAnalysis is a global team of analysts and engineers, publishing more than 100 articles a year and participating in 40+ conferences, recognized as the leading authority on the semiconductor supply chain, and a deep-rooted passion for delving into the intricacies of the world’s most advanced industry.

The SemiAnalysis newsletter boasts over 200k subscribers, including senior management and C-suite teams from major semiconductor and AI companies.

Some of our industry-shaping articles are:

ClusterMAX™: World’s first GPU cloud rating system with over 90%+ coverage of the market – aimed to help raise the industry bar & provide a north star for customers.
MI300X vs H100 vs H200 Training: Extensive Benchmarking & analysis of CUDA & ROCm training developer experience & relative performance.
Trainium2 Architecture & Networking: Deep Dive into Amazon’s new Trainium2 rack scale system & 3D torus scale up topology.

We offer four institutional products: Industry Models, Core Research, Data Product, and Consulting and Technical Due Diligence.

We’re also looking for new talent.

SemiAnalysis Careers

Research

Full-time

Hybrid (San Francisco, CA)

Overview

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

  • Modeling, forecasting, and 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.
  • Demonstrated ability to build and audit three statement financial models and link them to industry drivers such as capacity, pricing, and capital intensity.
  • Strong understanding of semiconductor manufacturing concepts, or a clear track record of rapidly developing technical domain expertise.
  • Advanced proficiency in Excel for modeling and data analysis. Familiarity with Python for data processing or automation is preferred.
  • Experience creating clear, data dense presentations using PowerPoint or equivalent tools.
  • Strong written communication skills, with the ability to explain manufacturing processes, equipment dynamics, and financial implications in precise language.
  • Ability to work independently, manage multiple workstreams, and operate effectively in a hybrid work environment with a San Francisco office base.
  • High standards for accuracy, integrity, and source transparency. Full professional proficiency in English is required; additional languages are beneficial.

Hybrid (San Francisco, CA)

Full-time

Hybrid (San Francisco, CA)

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.
  • 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.

Qualifications

  • 5+ years of experience in equity research, semiconductor industry analysis, or wafer fabrication equipment product management or product marketing at a semiconductor equipment supplier, foundry, or related semiconductor manufacturing company.
  • 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.

Hybrid (San Francisco, CA)

Full Time

Hybrid (San Francisco)

Position Overview

We’re hiring a AI Tokenomics Analyst 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

  • Evaluate model architecture trends and innovations from the major AI research labs and the academic community that will have meaningful economic impact on the deployment of AI systems used in training and inferencing models.
  • Develop a comprehensive internal model for simulating training and inference efficiency across different combinations of model architecture, hardware systems, inference KPIs (ie SLA/SLOs on throughput, time-to-first-token, context window, etc.), and simulated workloads (coding, chat, document, image, etc.)
  • Diligence existing and up-and-coming companies incorporating model tokens into their products, from startups to hyperscalers, across all industries and types of workloads.
  • Combine the multidisciplinary approach of SemiAnalysis to forecast the impact of changes in model architecture and hardware on the future of AI economics

What We’re Looking For

  • Undergrad/Masters/PhD in ML/AI or CS with focus on ML/AI
  • Self-taught, motivated analysts with strong technical background in inference economics
  • Deeply analytical economic researchers with a strong desire to pioneer the study of a brand new industry

    Full-time role based in United States

Hybrid (San Francisco)

Full Time

Remote (Singapore; United States)

Position Overview

We are seeking a China-focused Research Analyst to translate deep technical and market insight into financial insight on China’s semiconductor and AI ecosystem for our institutional clients.

What You’ll Do

  • Translate proprietary technical and supply-chain work from the SemiAnalysis team into quantitative and qualitative assessments of revenue, margins, TAM, and competitive positioning for China-based semiconductor and AI companies, as well as global companies exposed to China.
  • Publish concise, data-rich notes, including a weekly note, covering the most consequential China semiconductor, AI, and hardware supply-chain developments, policy shifts, and competitive dynamics.
  • Monitor earnings calls, regulatory filings, policy announcements, product launches, and industry events across China; surface key catalysts internally and to clients in near-real time.
  • Develop and maintain bottoms-up models for Chinese foundries, fabless chip designers, memory vendors, equipment suppliers, and AI hardware companies, incorporating local disclosures, channel checks, and policy constraints.
  • Partner with technologists to originate new research angles on China-specific architectures, manufacturing capabilities, localization efforts, export controls, and supply-chain substitution.
  • Engage investor-relations teams, industry executives, and ecosystem participants to deepen our understanding of individual companies and the broader China semiconductor and AI landscape.
  • Support clients via calls and the SemiAnalysis support portal, delivering timely, well-researched insight on China-related developments.

What We’re Looking For

  • 1-5 years of experience in equity research, investment banking, strategy consulting, or a semiconductor industry role, with direct exposure to China-focused research or companies.
  • Strong working understanding of the China semiconductor and AI hardware value chain, including foundry, fabless, memory, equipment, materials, and downstream AI applications.
  • Ability and willingness to dig into China-specific disclosures, policy documents, and industry data and translate them into defensible financial assumptions.
  • Exceptional written communication: clear, analytical, and grounded in data, even when source information is incomplete or opaque.
  • Demonstrated ability to build and defend bottoms-up models from limited or fragmented disclosures.
  • Comfort operating in a fast-moving news and policy environment, balancing speed with analytical rigor.
  • Collaborative mindset; you enjoy working closely with technologists and presenting nuanced views to sophisticated clients.

Remote (Singapore; United States)

Full Time

In Office (Hillsboro, OR)

Position Overview


We are seeking an experienced, clever and motivated Semiconductor Manufacturing & Architecture Analyst to join our team in the United States. This role is responsible for the hands-on analysis of manufacturing innovations related to AI and datacenter products, from the system level down to the transistor. This role requires a mix of technical expertise, sensibility, and autonomy. You’ll need to work independently, collaborate across our globally distributed team, and deliver insights on cutting edge manufacturing process and design choices, optimizations, and trade-offs.

Key Responsibilities

  • Conduct detailed manufacturing and process analysis of AI and datacenter hardware (e.g., GPUs, ASICs, CPUs, and associated systems).
  • Analyze and document semiconductor manufacturing processes, including FEOL, BEOL, and advanced packaging techniques, based on physical inspection and acquired data.
  • Identify competitive advantages, disadvantages, and generational changes based on these findings.
  • Monitor and report on trends in semiconductor technology, process development, and device research.
  • Perform as a recognized authority in the current state of the art in AI and datacenter process architectures.
  • Work with design experts and market analysts to develop actionable market insights and reports.

Qualifications

  • 3+ years of experience in packaging, BEOL, or FEOL engineering or a reasonably equivalent role, e.g. as a Reliability Engineer, Debug Engineer or Failure Analysis Engineer.
  • Direct experience in the broad areas of debug, physical failure analysis, or fault isolation.
  • Functional knowledge of process integration or product architecture on advanced nodes.
  • Understanding of Design Technology Co-Optimization (DTCO) principles and their application.

Nice to Have

  • Experience in process or design R&D related to advanced packaging (e.g., 2.5D/3D), high-speed interconnects, and general advanced compute.
  • Broad understanding of advanced manufacturing processes across CMOS logic, memory (HBM, GDDR), and emerging technologies.
  • Hands-on experience with sample prep and analytical tools, SEM, (P)FIB, STEM, EMMI/IREM, *BIRCH, nanoprobing, etc.
  • Proven ability to interpret analytical data, such as micrographs and materials, to infer process and design characteristics.
  • Familiarity with Python for data analysis and complex engineering tasks.
  • Strong professional network of experts with whom you comfortably and regularly communicate.
  • Strong organizational skills and an understanding of statistics and process controls.

In Office (Hillsboro, OR)

Full Time

In Office (USA)

Remote (International)

Position Overview

We are looking for an experienced and driven Robotics Analyst to join our global team. This role focuses on analyzing how advancements in robotics, automation, and AI are reshaping global manufacturing, logistics, and industrial systems.

As an Analyst, you will lead and contribute to forward-looking research that informs the largest asset managers, technology firms, and industrial companies worldwide. You will identify emerging trends in robotics adoption, assess hardware and software innovation, and map capital flows across automation ecosystems. Your insights will directly inform strategic decisions driving the next generation of intelligent manufacturing and industrial automation.

This is a full-time, remote position. A Master’s degree (PhD preferred) in engineering, robotics, computer science, or a related technical field. A strong understanding of the robotics and automation landscape — from component supply chains to system integration and software control — is essential.


Key Responsibilities

  • Lead research and analysis on robotics, automation, and intelligent systems across industrial, manufacturing, and logistics sectors.
  • Produce high-impact research reports, forecasts, and technical briefings for clients, leveraging both public and proprietary data.
  • Track and evaluate developments across key areas such as industrial robotics, cobots, autonomous systems, and control software.
  • Assess how advances in AI, sensors, edge computing, and simulation are transforming automation capabilities and market structures.
  • Collaborate with semiconductor, AI infrastructure, and industrial technology analysts to develop cross-sector insights.
  • Support clients including investors, OEMs, automation providers, and policy stakeholders with bespoke insights and thematic research.
  • Present findings to senior executives and clients through reports, calls, and conference presentations.

Qualifications

  • Master’s degree or PhD in Robotics, Mechanical Engineering, Electrical Engineering, Computer Science, or a related field.
  • 2–5+ years of experience in equity research, investment analysis, strategy consulting, or R&D within robotics, automation, or industrial technology.
  • Strong understanding of robotics hardware, software stacks, and market dynamics (e.g., manipulators, vision systems, motion control, and industrial integration).
  • Proven ability to translate technical and market data into actionable insights.
  • Excellent writing, presentation, and communication skills — capable of producing investment memos, deep-dive reports, and technical primers.
  • Proficiency in Excel and familiarity with scripting or data tools (Python, SQL, MATLAB, etc.) is a plus.
  • Self-driven, intellectually curious, and able to work independently in a fast-paced, global environment.

In Office (USA) / Remote (International)

Full Time

Singapore

We are seeking a highly motivated and skilled Research Analyst to join our team.

Position Overview

The Research Analyst will play a crucial role in supporting our lead analysts in developing and publishing our Industry Models.

For the first six months, you will work directly with our Director of Research to develop and launch our latest industry model. You will then continue to play a significant role in maintaining the model and sharing regular updates to our clients.

Outside of the latest industry model, you will work closely with the lead analyst on the Accelerator Model and the Datacenter Industry Model.

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.

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

0-4 years of prior work experience in equities research or public markets asset management.

Undergraduate degree in Business, Finance, Engineering, Computer Science or other relevant technical field.

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.

Singapore

Full Time

NYC

We are seeking a highly motivated and skilled Research Analyst to join our team.

What You’ll Do

Translate proprietary technical work from the SemiAnalysis team into quantitative and qualitative assessments of revenue, margin, TAM, and competitive positioning for public and private companies.

Publish concise, data-rich notes—including a weekly note—covering the most consequential semiconductor and AI developments.

Monitor earnings calls, sell-side conferences, regulatory filings, and product-launch events; surface key catalysts internally and to clients in near-real time.

Partner with technologists to originate new research angles, models, and thematic frameworks.

Support clients via calls and the SemiAnalysis support portal, delivering insightful and well-researched answers.

Engage investor-relations teams and industry executives to deepen our knowledge of individual companies and the broader ecosystem.

What We’re Looking For

1–3 years in equity research, investment banking, strategy consulting, or a semiconductor industry role with strong financial-modeling exposure.

Working understanding of semiconductor and AI hardware value chains; an appetite to dive deep into architectures, manufacturing, and supply chain dynamics.

Exceptional written communication—your prose is crisp, persuasive, and backed by numbers.

Ability to build bottoms-up models from sparse disclosures and defend assumptions with rigor.

Comfort juggling multiple deadlines in a fast-moving news cycle without sacrificing accuracy.

Collaborative mindset; you enjoy brainstorming with peers as much as presenting to clients.

Singapore

Full Time

CA

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

Evaluate model architecture trends and innovations from the major AI research labs and the academic community that will have meaningful economic impact on the deployment of AI systems used in training and inferencing models.

Develop a comprehensive internal model for simulating training and inference efficiency across different combinations of model architecture, hardware systems, inference KPIs (ie SLA/SLOs on throughput, time-to-first-token, context window, etc.), and simulated workloads (coding, chat, document, image, etc.)

Diligence existing and up-and-coming companies incorporating model tokens into their products, from startups to hyperscalers, across all industries and types of workloads.

Combine the multidisciplinary approach of SemiAnalysis to forecast the impact of changes in model architecture and hardware on the future of AI economics.

What We’re Looking For

Undergrad or Grad Student with a demonstrated interest in understanding ML/systems engineering/AI hardware.

Self-taught, motivated analysts with strong technical background in inference economics.

Deeply analytical economic researchers with a strong desire to pioneer the study of a brand new industry.

San Francisco, CA

Remote

Europe

We are looking for an experienced, driven Energy Analyst to join our global team. This role focuses on analyzing how the rapid growth of AI and datacenter infrastructure is reshaping the American energy system — from power generation and transmission to interconnection, regulation, and emerging energy technologies. As an Analyst, you will lead and contribute to in-depth, forward-looking research that informs the world’s largest asset managers, energy companies, and infrastructure investors. You will uncover emerging market trends, evaluate grid constraints, track power supply developments, and assess how new energy technologies are enabling the next wave of AI infrastructure. Your insights will directly guide strategic decisions across the energy and AI ecosystem. This is a full-time, remote position. Candidates must be based in a European time zone or Eastern time zone, with a minimum of 2–5 years of relevant experience, ideally in equity research, energy analysis, or investment research.

What You’ll Do

Analyze how GenAI and datacenter infrastructure are impacting the American energy system.

Build on SemiAnalysis’ industry-leading tracking of 150+ AI chips and 5,000+ datacenters to assess power demand and regional constraints.

Research power plants, interconnection queues, utilities, IPPs, ISOs, and PUCs to understand how future AI datacenters are securing energy supply.

Evaluate transmission constraints and their impact on utilities, grid operators, and electrical equipment suppliers.

Contribute to SemiAnalysis’ forward-looking research on batteries, solar, fuel cells, SMRs, and other technologies powering the future of AI.

Produce high-impact research reports, forecasts, and briefings for institutional clients using public and proprietary data.

Collaborate with semiconductor, datacenter, and AI infrastructure analysts to generate cross-sector insights.

Support hedge funds, infrastructure investors, hyperscalers, and policymakers with bespoke energy and power market analysis.

Present research findings to senior leadership teams and participate in client calls and conference presentations.

What We’re Looking For

2–5+ years of professional experience in equity research, energy analysis, investment research, or a related strategy role.

Strong understanding of the U.S. power system, including generation, transmission, interconnection, utilities, IPPs, ISOs, and regulatory bodies.

Experience analyzing energy markets, infrastructure investment, and grid constraints.

Deep interest in how AI and compute infrastructure are transforming the energy landscape.

Proven ability to synthesize complex technical, regulatory, and market data into actionable insights.

Exceptional writing and presentation skills, with experience producing research reports, investment memos, or market primers.

Proficiency in Excel; experience with data visualization and/or scripting (Python, SQL, etc.) is a plus.

Ability to work independently in a fast-moving, globally distributed team.

San Francisco, CA

Operations

Full Time

United States (Remote)

Position Overview

  • We are seeking a highly motivated and skilled Accountant & Corporate Administrator to join our team.
  • You will be responsible for comprehensive financial and administrative activities across multiple business functions, including accounting, payroll, HR administration, and regulatory compliance.
  • This role serves as the operational backbone of the organization, ensuring accurate financial reporting, smooth day-to-day business operations, and efficient administrative processes.
  • The ideal candidate will be a Chartered Accountant with proven experience managing complete financial statements, who is highly organized, detail-oriented, and comfortable managing multiple workstreams simultaneously while providing critical support across departments through systems like QuickBooks, payroll platforms, and various business management tools.
  • The role will be full-time, based in the US.

Key Responsibilities

  • Process accounts receivable, accounts payable, payroll, and benefits administration.
  • Manage banking operations, cash flow monitoring, and strategic fund allocation across accounts
  • Handle purchasing processes from vendor onboarding through payment, including compliance checks and contract tracking.
  • Support employee onboarding and offboarding, including benefits enrollment and employment documentation.
  • Coordinate tax filings, corporate registrations, insurance management, and regulatory compliance
  • Prepare financial reports, assist with month-end close procedures, and monitor budgets and commitments.
  • Identify process improvements and maintain organized documentation for all finance, HR, and compliance activities.

Qualifications

  • 2-5 years of experience in accounting, corporate services or administrative roles.
  • Bachelor’s degree in Business Administration, Accounting, Human Resources Management, Organizational Management, or related field.
  • Registered Chartered Accountant.
  • Experience owning the preparation, review, and management of complete financial statements and accounting records, ensuring accuracy and regulatory compliance, with proficiency in QuickBooks.
  • Experience managing tax filings and other registration requirements for businesses.
  • Experience with establishing and maintaining international corporate structuring, state registrations and regulatory filings.
  • Experience with payroll processing systems and HR management platforms.
  • Exceptional organizational skills with strong attention to detail.
  • Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.
  • Self-motivated with the ability to work independently with minimal supervision.

Preferred Qualifications

  • Experience with startups or high-growth companies.
  • Understanding of US employment laws, regulations, and HR best practices.
  • Knowledge of R&D tax credit documentation requirements.

United States (Remote)

Full Time

United States (Remote)

Position Overview

We are seeking a proactive and highly organized Admin & Events Coordinator to join our team in the United States, reporting to the Chief of Staff.

You’ll be the backbone of our operations, supporting day-to-day administration, calendar scheduling, managing logistics, and coordinating events that bring together the most influential leaders across semiconductors and AI.

This role requires strong organizational skills, initiative, and the ability to manage multiple moving pieces with minimal oversight. You will collaborate with our globally distributed team, vendors, and partners to ensure smooth execution across both internal operations and external-facing events.

If you thrive on keeping things running seamlessly behind the scenes while helping shape industry-leading gatherings, we want to hear from you.

Key Responsibilities

  • Manage scheduling, travel, and expense coordination for CEO-1.
  • Maintain internal records, documents, and process improvements.
  • Organize SemiAnalysis events, including conference, conference receptions, happy hours, offsites, and partner-sponsored gatherings.
  • Coordinate logistics such as venue bookings, catering, merchandise, and on- site setup.
  • Manage attendee communications, registration platforms (e.g., Lu.ma), and check-in processes.
  • Ensure events reflect and elevate the SemiAnalysis brand.
  • Support cross-team projects, ensuring deadlines and deliverables are met.
  • Work closely with the Chief of Staff to track priorities and keep initiatives on schedule.
  • Handle ad hoc operational tasks as needed to keep the team efficient and focused.

Qualifications

  • 1–3 years of experience in administration, operations, events, or a comparable role.
  • Exceptional organizational and time management skills.
  • Strong written and verbal communication abilities.
  • Comfortable coordinating across multiple stakeholders and geographies.
  • Highly autonomous, able to take ownership of tasks with minimal oversight.
  • Detail-oriented with a knack for anticipating needs and solving problems.

United States (Remote)

Technical

Full Time

In Office (Hillsboro, OR)

Position Overview

We are seeking an experienced Hardware Engineer or Architect to join our team in the United States, specializing in technical analysis of AI and datacenter hardware. This role involves analyzing product architecture, design, and manufacturing processes. This role requires a mix of technical expertise, design sensibility, and autonomy. You’ll need to work independently, collaborate across our globally distributed team, to examine and report on the design choices, optimizations, and trade-offs in competing hardware, translating physical analysis into actionable insights.

Key Responsibilities

  • Conduct detailed architectural analysis of AI and datacenter hardware (e.g., GPUs, ASICs, CPUs, and associated systems).
  • Evaluate and benchmark hardware designs to identify competitive advantages, disadvantages, and generational changes.
  • Analyze and document semiconductor manufacturing processes, including FEOL, BEOL, and advanced packaging techniques, based on physical inspection and analysis.
  • Monitor and report on trends in semiconductor technology, process development, and device research.
  • Perform as a recognized authority in the current state of the art in AI and datacenter hardware architectures.
  • Work with manufacturing experts and market analysts to develop actionable market insights and reports.

Qualifications

  • 3+ years of experience in architecture, product design, electrical failure or a reasonably equivalent role.
  • Strong functional knowledge of AI and datacenter hardware architecture (e.g., GPUs, CPUs, accelerators) on advanced process nodes.
  • Direct experience in physical or electrical failure analysis, fault isolation, device debug, or a related field.
  • Understanding of Design Technology Co-Optimization (DTCO) principles and their application.

Nice to Have

  • Experience in product design or manufacturing R&D related to advanced packaging (e.g., 2.5D/3D), high-speed interconnects, and general advanced compute.
  • Broad understanding of advanced manufacturing processes across CMOS logic, memory (HBM, GDDR), and emerging technologies.
  • Proven ability to interpret analytical data, such as micrographs and electrical measurements, to infer design and process characteristics.
  • Familiarity with Python for data analysis and complex engineering tasks.
  • Strong professional network of experts with whom you comfortably and regularly communicate.
  • Strong organizational skills and an understanding of statistics and process controls.

In Office (Hillsboro, OR)

Full Time

North America

We are seeking a highly motivated & skilled Member of Technical Staff to join our growing AI engineering team.

Position Overview

Member of Technical Staff will play a crucial role in developing training & inference benchmarks & system modelling.

You will also play a role in writing and preparing our newsletter articles for publishing, with the opportunity for direct authorship recognition.

We are hiring individual contributors at all experience levels.

As part of the interview process, you’ll complete a paid coding challenge designed to reflect typical daily tasks at SemiAnalysis.

Key Responsibilities

Conduct training & inference performance benchmarks across various AI hardware (e.g. NVIDIA H100, AMD Mi300X, Google TPUs, AWS Trainium2) using frameworks such as PyTorch, JAX, vLLM, SGLang, etc.

Author detailed technical research reports analyzing benchmark results, hardware performance, scalability, & efficiency.

Develop comprehensive system modelling using Python & NCCL for existing & future AI compute clusters, scaling from single-GPU setups to O(100k) GPU clusters.

Establish and maintain strategic partnerships & collaborations with over 50 leading neocloud providers & AI chip manufacturers, including AMD, NVIDIA, and other industry stakeholders.

Stay current on emerging trends & technologies by attending major industry & academic conferences such as NeurIPS, MLSys, NVIDIA GTC, AMD’s Advancing AI, etc.

Qualifications

Proactive, self-motivated, and capable of working independently in a global team.

Demonstrated experience in ML frameworks such as PyTorch or JAX through professional experience, personal projects, or personal Substack blogs.

Solid understanding of at least 1 of the following: transformer architecture, LLM parallelism strategies, and/or CUDA parallel programming.

Strong research skills and the ability to synthesize information from various sources to draw insights.

Undergraduate degree in Computer Science, Engineering or other relevant technical field is not required.

If some of the above doesn’t line up perfectly with your experience, we still encourage you to apply! If you are passionate about tech & have a great work ethic, SemiAnalysis is the place for you.

How to Apply

To apply, please submit your resume & 5 bullet points demonstrating your engineering excellence.

Qualified candidates will be asked to complete a paid 2-day coding challenge as part of the interview process. We look forward to reviewing your application.

North America

Full Time

North America

We are looking for a highly motivated new grad engineer to join our engineering team. This is an unique opportunity to work on an high-visibility special projects with support from many industry leaders and CEOs. If you’re passionate about performance engineering, system reliability, and want to work at the intersection of hardware and software, this is a rare chance to make industry-wide impact. As part of the interview process, you’ll complete a paid coding challenge designed to reflect typical daily tasks at SemiAnalysis. Competitive Compensation depending on experience, skillset, location & business needs


What you’ll work on:

  • Building and running large-scale benchmarks across multiple vendors (AMD, NVIDIA, TPU, Trainium, etc.
  • Designing reproducible CI/CD pipelines to automate benchmarking workflows
  • Ensuring reliability and scalability of systems used by industry partners

What we’re looking for:

  • Strong skills in Python
  • Background in Site Reliability Engineering (SRE) or systems-level problem solving
  • Experience with CI/CD pipelines and modern DevOps practices
  • Curiosity about GPUs, TPUs, Trainium, multicloud, and performance benchmarking

North America

Full Time

North America

We are looking for a highly motivated member of technical staff to join our engineering team to work on system modelling on 100k+ chip AI clusters. This is an unique opportunity to work on an high-visibility open source projects to architecture & model performance for the next generation of AI chips. If you’re passionate about performance engineering, system modelling, first principles, and want to work at the intersection of hardware and software, this is a rare chance to make industry wide impact. As part of the interview process, you’ll complete a paid coding challenge designed to reflect typical daily tasks at SemiAnalysis. Competitive Compensation depending on experience, skillset, location & business needs

What you’ll work on:

  • Develop an complex model in Python to predict performance (MFU, tok/s/gpu, tok/s/user) on current & future AI chip projects across both frontier LLM training & inference models
  • Implement modern parallelism & inference strategies to generate Pareto frontier roofline curves for performance on each chip
  • Develop microbenchmarks across multiple vendors (AMD, NVIDIA, TPU, Trainium) to calibrate the system model to as close to reality as possible
  • Build BoM estimates to model performance per total cost of ownership and performance per watt

What we’re looking for:

  • Strong skills in Python
  • Deep understanding about disaggregated prefill, wide expert parallelism, tensor parallelism, pipeline parallelism, sequence parallelism, etc.
  • Experience with frontier MoE training and inference workloads
  • Knowledgable about GEMM sizes & proportions of wall time & FLOPs on every major operator in an modern transformer
  • Intuition about Amdahl principles, arithmetic intensity, weak & strong scaling
  • Previous experience as an ML engineer or kernel programmer

North America

Full Time

Remote (Europe)

Position Overview

We are seeking a clever and motivated Data Engineer to join our team in Europe. You’ll be the architect and maintainer of the pipelines, data models, and infrastructure that power our industry models, research, and consulting work.

This role requires a mix of technical expertise, autonomy, and pragmatism—you’ll need to work independently, collaborate across our globally distributed team, and build systems that are both accurate, robust, observable, and modular.

If you have a favorite SCD type (mine’s Type 2), we should probably talk.

Key Responsibilities

  • Design, develop, and maintain robust and scalable ETL pipelines in Python to power our industry models and analytics products.
  • Work with lead analysts to ensure data accuracy, completeness, and utility value across multiple sources and formats.
  • Build scalable and reusable data workflows in cloud environments (GCP, AWS, or Azure).
  • Implement and maintain data quality monitoring.
  • Able to effectively use a SQL database via automated cron jobs.
  • Maintain and extend dashboards and APIs that deliver data to both internal analysts and external clients.
  • Support the integration of new datasets, tools, and infrastructure components to enhance our analytics capabilities.

Qualifications – Must Haves

  • 1–3 years of experience in a Data Engineering, Data Science or reasonably equivalent role.
  • Capable in Python, SQL, and Excel.
  • Strong ETL development experience.
  • Hands-on experience with at least one cloud platform (GCP, AWS, or Azure).
  • Highly autonomous—able to take a problem from definition to deployment with minimal oversight.
  • The right combination of opinionated and low-drama.

Plusses (Nice to Have)

  • Experience with Flask, Redis, Dash, Airflow, GitHub Actions, and/or Kubernetes.
  • Familiarity with automated regression, smoke, or unit testing methodologies.
  • Experience working with messy, real-world data.

Remote (Europe)

Sales

Full Time

Remote (United States)

Position Overview

We are seeking a driven and client-focused Sales Associate to join our team. This role is ideal for someone passionate about technology who thrives in building lasting client relationships. You will be responsible for driving sales of our premium research and consulting services, managing the full B2B sales cycle, and acting as the link between our clients and technical experts.


Key Responsibilities

  • Drive sales of premium research and consulting services to enterprise clients.
  • Manage the full B2B sales cycle: from prospecting and pipeline development in HubSpot to deal closure and renewals.
  • Partner with our technical team to deliver tailored solutions and client consultations.
  • Maintain strong market awareness to identify opportunities in the semiconductor and AI sectors.
  • Build and nurture long-term client relationships across a growing product portfolio.

Required Qualifications

  • Bachelor’s degree in Business, Economics, Engineering, Finance, or related field.
  • 3+ years of experience in B2B sales, account management, or customer success.
  • Demonstrated passion for technology, especially semiconductors and AI.
  • Strong analytical skills with the ability to grasp complex technical concepts.
  • Excellent communication, negotiation, and presentation abilities.

Preferred Qualifications

  • Experience selling to hedge funds, asset managers, or financial institutions.
  • Experience in international or cross-cultural business negotiations.
  • Track record of prioritizing client success and long-term relationships over short-term gains.
  • Familiarity with semiconductor industry trends and market dynamics.
  • Background in technical sales within a research, consulting, or technology environment.

What We Offer

  • Direct exposure to cutting-edge semiconductor and AI market developments.
  • Opportunity to work with leading experts in a collaborative, intellectually driven environment.
  • Competitive compensation package with performance-based incentives.
  • Career growth in a rapidly expanding global market.

Remote (United States)

Internships

Full or Part Time

Hybrid (Singapore)

Position Overview

We are seeking a motivated Research Intern to support our semiconductor research team. This role offers hands-on experience analyzing the global semiconductor fabrication ecosystem and directly contributing to our Fab Map tool. The internship is designed for one semester or summer, with flexibility for full- or part-time work.The position is based in Singapore and may be hybrid, with office presence optional.

Key Responsibilities

  • Conduct research on semiconductor fabs, including facility attributes, ownership, equipment, and geographic distribution.
  • Gather, validate, and organize data from public filings, news sources, and technical references.
  • Support the refinement and accuracy of our Fab Map tool by updating and structuring fab-related information.
  • Assist analysts in synthesizing datasets into actionable insights and research outputs.

Qualifications

  • Strong interest in semiconductors, manufacturing, and market research.
  • Detail-oriented with the ability to carefully validate and manage structured data.
  • Proficiency with Excel (basic scripting skills in Python or SQL a plus).
  • Clear written and verbal communication skills.
  • Self-motivated, able to work independently, and comfortable in a fast-paced environment.

Hybrid (Singapore)