Teams at SemiAnalysis

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.

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.

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.