Consultant, AI & Semiconductors

Employment Type: Full-Time
Work Setting: In-office/Remote
Location: Chicago, New York, San Francisco
Work hours: Office hours
Find out more here: https://semianalysis.com

About SemiAnalysis

SemiAnalysis is an independent research and analysis firm specializing in the Semiconductor and AI industries. Our in-depth coverage spans the entire supply chain, from semiconductor fabrication processes to cutting-edge AI Models, software, and infrastructure. We are recognized as the leading authority on the semiconductor supply chain, with the highest concentration of industry experts within one team, and a deep-rooted passion for delving into the intricacies.

We are a global team of analysts, each with extensive networks across the semiconductor supply chain and AI ecosystem, publishing industry shaping articles while participating in numerous conferences annually.

Our newsletters reach more than 200,000 subscribers worldwide, including senior management and c-suite leaders at the leading semiconductor and AI companies.

We also offer three core products:

• Industry Models – we develop and publish industry models on accelerator shipments, datacentre demand and supply, GPU total cost of ownership, and more. We work with hyperscalers, neoclouds, many of the world’s largest hedge funds, and government agencies.

• Core Research – our public equity markets product, geared towards financial investors, distils our deep technical research and knowledge into key insights on technology and product trends.

• Consulting and Technical Due Diligence – We conduct custom research and project work to guide key strategic and investment decisions for the largest private equity funds, leading venture capital firms, companies across the AI ecosystem, and government agencies.

Position Overview

We’re hiring a Consultant – AI & Semiconductors to support consulting engagements and research initiatives across the semiconductor and AI ecosystem. This role is designed for technically minded generalists who enjoy working across multiple layers of the stack—from semiconductor architecture and manufacturing to AI systems, infrastructure, and software.

You will work closely with senior consultants and research analysts to analyze complex technical topics, support client engagements, and translate technical developments into actionable strategic insights.

This is a full-time role based in the United States.

Responsibilities

• Technical Analysis: Conduct in-depth research and analysis across semiconductor technologies, AI models, compute infrastructure, and related ecosystems.

• Consulting Support: Contribute to consulting engagements by developing technical analysis, research insights, and analytical models that inform client decisions.

• Cross-Stack Research: Evaluate developments across the AI and semiconductor stack, including hardware systems, model architectures, and infrastructure deployments.

• Client Deliverables: Help prepare clear, structured outputs including reports, presentations, and technical briefings for clients.

• Collaboration: Work closely with research analysts and consulting leads to integrate proprietary research into consulting projects.

• Industry Monitoring: Track emerging technologies, startups, and industry trends across AI and semiconductor markets.

• Analytical Modeling: Support economic, technical, or market models that inform client strategy and investment decisions.

Requirements

• At least 2+ years of relevant experience in consulting, finance, research, engineering, industry analysis, or a related technical role.

• Technical background in semiconductors, AI/ML, computer engineering, electrical engineering, or computer science.

• Ability to understand and synthesize complex technical concepts across multiple domains.

• Strong analytical and problem-solving skills with attention to detail.

• Excellent written and verbal communication skills.

• Intellectual curiosity and willingness to explore new technical areas quickly.

• Ability to work independently while collaborating with a globally distributed team.

Growth Area

• Deepen expertise across the full AI and semiconductor stack, from transistor-level innovations to large-scale AI systems and infrastructure.

• Develop stronger consulting skillsets, including problem structuring, hypothesis-driven analysis, and executive-level communication.

• Expand capabilities in translating complex technical insights into strategic recommendations for business and investment decisions.

• Build domain specialization in high-impact areas such as advanced nodes, AI model architectures, hyperscale infrastructure, and chip-to-system co-design.

• Gain exposure to client-facing engagements, with opportunities to lead workstreams and contribute to high-impact consulting deliverables.

• Develop quantitative modeling skills across technical, economic, and market domains to support strategic advisory work.

• Progress toward a senior consultant or subject matter expert role with influence over both research direction and client engagements.

SemiAnalysis LLC participates in the E-Verify program to confirm the employment eligibility of all newly hired employees. For more information, visit e-verify.gov.

• E-Verify Poster: https://www.everify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf

• Right to Work Poster: https://www.justice.gov/crt/case-document/file/1133936/dl?inline=