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
Overview
The Research Analyst will support SemiAnalysis coverage of wafer fabrication equipment suppliers and chip foundries. This includes:
- Modeling, forecasting, wand 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.
