Jobs at SemiAnalysis

Manage company devices, provisioning, lifecycle, and SaaS accounts; administer SharePoint and shared drives; implement IT security (MFA, endpoint controls); provide day-to-day support; coordinate vendors; develop IT policies, SOPs, and automation to scale internal IT operations.

Perform financial and market research for the semiconductor and AI industries, build and maintain industry models, prepare reports and presentations, follow earnings and product trends, and represent the firm at regional conferences.

Build and update financial models, conduct cash-flow and scenario analyses, research company financials and debt, assess liquidity and repayment capacity, reconcile data, document assumptions, and prepare materials for lender discussions. The analyst also coordinates work across New York and Singapore and supports financing, GPU rental, and token pricing benchmarks.

Support lead analysts by maintaining industry models, perform financial analysis and three-statement modeling, research semiconductor and AI markets, prepare reports and presentations, represent the firm at APAC events, and contribute to newsletter articles.

Lead research on the macroeconomics of AI by authoring flagship reports, building quantitative forecasting models, integrating bottom-up semiconductor and datacenter data into macro estimates, developing LLM-driven research pipelines, performing econometric analysis, and communicating findings to investors, policymakers, and the public.

Design, build, and maintain data models, ETL pipelines, dashboards, and APIs to support industry models, research, and consulting. Ensure data accuracy, completeness, and observability while integrating new datasets and cloud infrastructure. Collaborate with analysts and stakeholders to deliver robust, modular production data systems with minimal supervision.