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.

Build and maintain bottoms-up supply-and-demand models for DRAM, HBM, and NAND; forecast demand, pricing, and financial impacts; publish data-rich research; conduct channel checks and client support; represent the firm at industry events and develop memory-market expertise across technology, capacity, and commercial datasets.

Research and forecast memory process-technology roadmaps (DRAM, NAND, HBM), evaluate manufacturing integration and economics, map technology transitions to equipment demand, benchmark vendor execution, translate technical disclosures into actionable research, and contribute to industry models and client-facing publications.

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 first-principles performance and cost models for AI training and inference across chips, accelerators, memory, interconnects, racks, and datacenters. Evaluate architectures, validate models against benchmarks, analyze semiconductor manufacturing and packaging impacts on performance and cost, publish research, and advise clients and investors on hardware trade-offs and TCO metrics.

Lead forward-looking research on robot learning, hardware, supply chains, and commercialization. Produce reports, forecasts, and briefings; track mobile manipulators, quadrupeds, cobots, and autonomous vehicles; assess AI, edge compute, and simulation impacts; collaborate with cross-sector analysts; support investors, OEMs, and policy stakeholders; and present findings to senior executives and clients.

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.