Teams 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.