Jobs at SemiAnalysis

Own end-to-end cybersecurity for two research businesses. Responsibilities include continuous red teaming, identity and SaaS security, paywall and subscriber-data protection, insider-threat controls, phishing simulations, engineering security, detection and incident response, disaster recovery, vendor management, and executive risk reporting. The role requires hands-on offensive or defensive security experience, LLM security tooling, cloud IAM knowledge, backup restoration experience, Python automation, and strong technical writing.

Conduct research on AI tokenomics by evaluating model architecture trends, building simulation models for training and inference efficiency across hardware and workloads, diligencing companies using model tokens, and forecasting economic impacts for investors, corporates, and policymakers.

Remote research internship supporting semiconductor and AI industry analysis: data collection, market research, basic financial modeling, preparing reports and presentations, attending team meetings, and developing research skills with mentorship and feedback.

Lead coverage of how AI infrastructure is financed by analyzing lenders, structures, collateral, and credit risk. Build quantitative models, proprietary datasets, stress scenarios, and publish flagship research for investors, regulators, and industry stakeholders.

Lead research on GPU cloud providers, AI labs, and AI compute economics. Build financial models covering utilization, capex, depreciation, financing, pricing, demand, and margins. Conduct interviews and diligence, validate evidence, publish research, present findings to clients, and review junior analysts’ work. The role requires strong financial analysis, clear writing, independent judgment, and the ability to connect technical AI infrastructure constraints to commercial outcomes.

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.

Supports SemiAnalysis marketing and video operations through short-form content editing, AI-assisted production, social graphics, brand assets, podcast editing, captions, thumbnails, motion graphics, content calendar management, proofreading, PR support, social scheduling, performance reporting, and asset coordination. The intern maintains organized project files, verifies copyright and licensing, and helps publish accurate, on-brand content across major platforms.

Lead technical consulting and due diligence engagements for AI infrastructure and GPU cloud providers. Evaluate architecture, benchmark performance, reliability, scalability, storage, networking, and operational usability. Translate technical findings into client recommendations and investment insights, develop benchmarking and total-cost-of-ownership methodologies, author research reports, and build relationships across hyperscalers, AI labs, accelerator vendors, investors, and infrastructure companies.

Supports research on AI infrastructure, GPU cloud providers, AI model developers, and AI economics. Responsibilities include collecting and validating company, pricing, capacity, and funding data; maintaining source records; building spreadsheet models; checking calculations; and drafting research notes. The intern will analyze AI compute demand, token economics, cloud total cost of ownership, and related technology markets under analyst guidance.

Research AI infrastructure and economics across GPU cloud providers, AI model developers, and AI tokenomics. Build company datasets, reconcile conflicting evidence, maintain financial and unit-economics models, analyze disclosures and technical materials, conduct interview research, draft research notes and charts, and support consulting projects with market and financial analysis.

Produce data-rich research translating semiconductor and AI technical developments into revenue, margin, TAM, and competitive analysis for institutional clients. Publish concise notes (including a weekly note), monitor earnings calls and filings, partner with technologists on models and themes, engage industry contacts, and support clients via calls and a support portal.

Build and update financial models, cash-flow forecasts, and scenario analyses; analyze company financial statements, debt, liquidity, financing needs, and repayment capacity; reconcile data, document assumptions, and prepare lender-facing summaries. Coordinate research and analytical handoffs between New York and Singapore while supporting financing, exposure, GPU rental, and token pricing benchmarks.

Own internal IT infrastructure, including employee devices, software systems, user accounts, access permissions, SharePoint, security controls, and IT asset inventories. Support onboarding and offboarding, troubleshoot hardware and software issues, coordinate with vendors, maintain IT policies and documentation, and improve scalable internal workflows and automation.

Analyze credit pricing, issuance, investor demand, trading activity, and market conditions. Build relationships with credit investors and lenders, assess financing opportunities, connect financial analysis with market expectations, and communicate clear market views. The role supports GPU rental indices and financing benchmarks while applying credit sales, sales trading, or trading experience without managing a trading book.

Support legal, compliance, finance, and internal operations by managing contracts, vendor onboarding, invoice processing, regulatory filings, SOPs, and operational trackers. Coordinate with external counsel and accounting/payroll providers, document workflows, and support cross-functional projects to improve efficiency and reduce risk.

Provide legal, commercial, compliance, and governance support across contracts, employment, IP, data privacy, and cross-border operations. Draft and negotiate agreements, advise leadership on legal risk, build scalable legal templates and processes, manage external counsel, and support disputes and global expansion.

Support consulting engagements and research across the semiconductor and AI stack by performing technical analysis, cross-stack research, analytical modeling, and preparing client-facing reports, presentations, and briefings. Track industry trends, evaluate hardware and AI model developments, and collaborate with senior consultants to translate technical insights into strategic recommendations.

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.

Build and support reliable dashboards for AI infrastructure and financial models, including TCO, tokenomics, and compute capital models. Responsibilities include implementing features, loading model releases, validating data, developing accuracy checks, collaborating with analysts, creating charts and explanations, answering client questions, and contributing to research newsletters. The role requires strong Python or TypeScript skills, software engineering experience, numerical accuracy, and effective use of AI coding agents.

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.