Jobs at SemiAnalysis

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.

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.

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.

Build and scale a full-stack Next.js application tracking PRs, CI health, test parity, and benchmarks across AI accelerator open-source projects. Integrate GitHub APIs and webhooks, design PR/metrics schemas, visualize results, and produce technical digests and reports on cross-accelerator parity and performance trends.

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.

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.

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.