Jobs at SemiAnalysis

Contract UI/UX Website Designer to refresh SemiAnalysis web presence, marketing pages, and internal dashboards. Create wireframes, mockups, and high-fidelity prototypes; ensure responsive, accessible, consistent design language; build/refine design system; collaborate with frontend engineers to implement modern, dark-mode-friendly interfaces optimized for performance and usability.

Own and grow a portfolio of high-value client relationships across research and consulting products. Serve as primary client contact, drive renewals and revenue expansion, reduce churn, gather client feedback, coordinate with research teams, and manage account workflows in CRM.

Sell premium research and consulting services to enterprise clients across the semiconductor and AI sectors. Manage full B2B sales cycle, build pipeline in HubSpot, partner with technical teams to deliver tailored solutions, identify market opportunities, and maintain long-term client relationships and renewals.

Maintain CRM data quality, support pipeline management and forecasting, prepare sales reports and dashboards, improve sales workflows and automations, coordinate cross-functionally with finance and operations, and standardize playbooks, SOPs, and commercial documentation to scale revenue operations.

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.

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.

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.

Manage full-cycle accounting and corporate administration: accounts payable/receivable, payroll and benefits, banking and cash flow, vendor onboarding and purchasing, tax filings and registrations, multi-entity compliance, month-end close and financial reporting, HR onboarding/offboarding, and process improvements across finance and administrative functions.

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.

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 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.

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.

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.

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.