Employment Type: Full-Time
Work Setting: In-office
Work Location: Singapore
Work Hours: Office hours
Find out more here: https://semianalysis.com
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’re a global team of over 20 analysts, each with extensive networks across the semiconductor supply chain and AI ecosystem, publishing industry‑shaping articles while participating in 40+ conferences annually.
Our newsletter reaches more than 200 000 subscribers worldwide, including senior management and C‑suite leaders at the leading semiconductor and AI companies.
We also offer three core products:
Industry Models – we develop and publish industry models on accelerator shipments, datacenter demand and supply, GPU total cost of ownership, and more. We work with hyperscalers, neoclouds, many of the world’s largest hedge funds, and government agencies.
Core Research – our public equity markets product, geared towards financial investors, distills our deep technical research and knowledge into key insights on technology and product trends.
Consulting and Technical Due Diligence – We conduct custom research and project work to guide key strategic and investment decisions for the largest private‑equity funds, leading venture‑capital firms, companies across the AI ecosystem, and government agencies.
Position Overview
We are seeking a highly motivated and skilled Research Analyst to join our team.
The Research Analyst will play a crucial role in developing and publishing our Industry Models.
You'll work directly with our Director of Research to develop and launch our latest industry model and continue to play a significant role in maintaining and sharing regular updates to our clients.
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.
The role will be full-time, based in Singapore.
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.
Requirements
1-5 years of prior work experience in equities research, investment banking or the buy-side.
Undergraduate degree in Business, Finance, Engineering, Computer Science or other relevant technical field.
Experience covering companies and technologies in the semiconductor supply chain.
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.
Growth Areas
Deepen expertise in semiconductor and AI industry dynamics, including supply chain structures, competitive positioning, and emerging technology trends.
Develop advanced financial modeling capabilities, including building and maintaining large-scale industry models and scenario-based forecasting.
Expand research ownership, progressing from supporting analysis to leading coverage areas and publishing independent research.
Strengthen writing and communication skills, with opportunities for direct authorship and thought leadership in widely read industry publications.
Build stronger cross-domain knowledge by collaborating with analysts across semiconductors, datacenters, AI infrastructure, and industrial sectors.
Gain exposure to institutional clients and industry stakeholders through conferences, presentations, and client interactions.
