Jobs at SemiAnalysis

Supports research on China’s datacenter and AI ecosystem by collecting, cleaning, and structuring industry data; maintaining datacenter trackers and models; monitoring LLM, regulatory, and semiconductor developments; and assisting with client research. The intern will help translate fragmented disclosures and technical developments into industry insights and financial impacts for institutional clients.

Research Analyst will expand APAC datacenter coverage by tracking capacity, construction, power availability, AI compute clusters, policy, connectivity, and market dynamics. The role builds bottom-up forecasts and proprietary industry models, analyzes fragmented company and government disclosures, publishes data-driven research, and engages investors, developers, utilities, EPCs, and other ecosystem participants. The analyst also supports institutional clients with timely views on APAC datacenter and AI infrastructure developments.

Support Singapore research team with data collection, market analysis, and basic financial modeling. Prepare presentations and reports, track industry news, attend meetings and conferences, and complete projects under mentorship to develop research and analytical skills in semiconductors and AI infrastructure.

Support Singapore research team with data collection, market analysis, and basic financial modeling. Assist preparing reports, tracking industry news, attending events, and developing analytical skills through training and projects.

Conduct China-focused semiconductor and AI supply-chain research, produce data-rich equity notes and weekly coverage, build bottoms-up financial models for Chinese foundries, fabless designers, memory and equipment firms, monitor disclosures and policy, engage industry contacts, and support institutional clients with timely analysis.

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.

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.

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.

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.

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.